Tesla's upcoming chip roadmap reveals an ambitious split: the AI6 generation will power Optimus humanoid robots alongside data center operations, while AI7 integrated with Dojo3 architecture takes things orbital—space-based AI compute represents the next frontier. Here's the kicker: building a massive chip fabrication facility isn't optional for Tesla anymore. Between autonomous robotaxi fleets scaling production, humanoid robots requiring distributed processing, and satellite-based compute infrastructure, the semiconductor demand is staggering. The company essentially needs to control its entire chip supply chain to meet these simultaneous demands. This vertical integration move signals how serious Tesla is about AI infrastructure dominance—whether it's ground-level robotics or literal space-based computing nodes.

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Anon4461vip
· 4h ago
Nah, now they really have to make their own chips. Elon Musk is here playing vertical integration... But thinking about it, it makes sense. Robots + satellites + autonomous driving all running together would completely overwhelm the supply chain.
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TokenomicsTherapistvip
· 4h ago
NGL, Tesla is really going to manufacture its own chips, and this vertical integration ambition is a bit crazy...
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AlwaysAnonvip
· 4h ago
Wow, Tesla is really planning to take over the entire chip industry chain... From robots to satellites, it's truly crazy.
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RebaseVictimvip
· 4h ago
Wow, Tesla is really aiming to build a chip empire... From robots to satellite computing, they are going for full vertical integration. The scale is truly massive.
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MetaMaximalistvip
· 4h ago
ngl, space-based compute infrastructure feels more like musk's sci-fi fantasy than actual supply chain optimization. but like... the vertical integration argument actually tracks? can't rely on tsmc forever if you're scaling optimus and robotaxis simultaneously. classic move when you're too big to stay dependent.
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LiquidationKingvip
· 4h ago
NGL, Tesla's move towards vertical integration is indeed impressive. From ground robots to space computing nodes, chip independence is no longer just an optimization but a matter of life and death.
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RektRecordervip
· 4h ago
Whoa, Tesla is about to take off? In-house chips, robots, satellite computing... This guy really wants to monopolize the entire industry chain.
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