Elon Musk wants foundry partners to build '100 – 200 billion AI chips' per year — Musk says chipmaking industry can't deliver on his goals

Elon Musk is seeking foundry partners to produce '100 – 200 billion AI chips per year' for Tesla, as existing partners may not meet the demand. Musk expressed urgency, stating current chipmaking timelines are too slow for his goals. While specifics on when these chips are needed remain unclear, the scale of Musk's request surpasses the industry's current capacity. Tesla's new AI5 chip is expected to be significantly more power-efficient than existing GPUs, potentially requiring a large volume of chips. Musk's dissatisfaction with current production speeds may lead Tesla to consider building its own fabs to meet demand.