Recently, Tesla CEO Elon Musk fully disclosed, for the very first time, the company's strategic blueprint in the realm of artificial intelligence chips. Tesla has put together an elite chip research and development (R&D) team. It has deployed millions of its self - developed AI chips in vehicle control systems and data centers, thereby securing a dominant position in global AI applications for real - world scenarios.

At present, the AI chip used in Tesla's vehicles is the AI4. The next - generation AI5 is on the verge of entering the tape - out phase, and R&D work for AI6 has already kicked off. Tesla plans to roll out new iterations at a rate of "one generation per year."

Musk boldly stated that Tesla's overall chip production capacity will, in the future, outstrip the combined production capacity of all other AI chip manufacturers across the globe. This confidence is rooted in its long - term investments, which have forged a closed - loop ecosystem encompassing "chips - algorithms - applications."

If the plan proceeds without a hitch, it will exert a profound influence on the global AI chip market. Moreover, Tesla's vertical integration model could potentially emerge as a new industry paradigm. This strategic revelation signifies an acceleration in Tesla's metamorphosis into a comprehensive technology behemoth that integrates "hardware + software + AI." Whether it can make up for lost ground and catch up with the competition remains an intriguing question.