Elon Musk confirmed that SpaceX and Tesla will continue to place large orders for NVIDIA chips.

Brief news version

During the discussion of Tesla’s plans to produce its own AI chips at Samsung Electronics’ U.S. plants, Elon Musk, head of SpaceX and Tesla, made a note on X (formerly Twitter) confirming that both companies will continue large-scale purchases of Nvidia chips.

The new company formed after the merger of SpaceX and xAI first appeared publicly under the name SpaceX AI. The xAI startup already owns the social network X, and now SpaceX AI covers aerospace, social media, and the AI systems market.

Musk clarified that Tesla’s developing chip *AI5* can be used in data centers for training large language models. However its primary purpose is peripheral computing inside humanoid robots Optimus and autonomous taxis. In the coming weeks he plans to announce a major update to FSD software responsible for autopilot in Tesla electric vehicles.

At the end of the week Musk promised to reveal details of a project to build a gigantic factory for producing AI chips needed by both Tesla and its other companies. He repeatedly emphasized that demand for chips is so high that existing contracts cannot meet needs.

Structured recap
TopicKey factsTesla and Samsung plansTesla plans to produce its own AI chips at U.S. plants of Samsung Electronics.Commentary from MuskOn X (Twitter) Musk said SpaceX AI and Tesla will continue large purchases of Nvidia chips.SpaceX AI as a new companyAfter the merger of SpaceX and xAI, it became publicly known as “SpaceX AI.” The xAI startup already owns X. The company covers aerospace industry, social networks, and the AI market.Chip AI5Developed at Tesla; suitable for training large language models, but originally intended for Optimus robots and autonomous taxis.Update FSDA major update to autopilot (FSD) for Tesla electric vehicles is planned in the coming weeks.AI chip factoryMusk promised to reveal details of a project to build a gigantic factory for producing chips needed by all his companies. He stresses high demand for chips that exceeds current contract manufacturers’ capacity.

Thus, Elon Musk confirmed a strategic approach to supply and development of its own AI solutions while pointing out the need to scale chip production to meet growing demand within his enterprises.