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Tesla and Samsung's $16.5 Billion Deal to Revolutionize AI Chips
2025-07-28 22:55:10
Artificial Intelligence
Technology
Automotive

Tesla and Samsung's $16.5 Billion Deal to Revolutionize AI Chips

Tesla has entered a significant agreement with Samsung, committing $16.5 billion for the production of next-generation AI chips, specifically the AI6 semiconductors. This partnership aims to enhance Tesla's driver assistance systems and the Optimus humanoid robots, signaling a shift towards AI and robotics.

Elon Musk emphasized that future challenges for the AI industry will stem more from power capacity than from chip shortages. Samsung's involvement marks a critical boost for its foundry division, struggling with market share.

The deal also reflects a strategic move to bolster U.S. manufacturing capabilities, enhancing competition with TSMC in advanced chip production. This collaboration not only underscores Tesla's innovative ambitions but also reinforces Samsung's role in shaping the future of automotive technology.

Related news on that topic:

Samsung Secures $16.5 Billion Chip Deal with Tesla for Next-Gen ... Next-Gen Technology

Samsung Foundry has achieved a significant milestone by securing a $16.5 billion contract with Tesla, marking the largest chip supply agreement in its history. This partnership will enable Samsung to manufacture advanced semiconductors using cutting-edge 2-nanometer process technology from 2025 to 2033. The deal comes at a crucial time for Samsung as it aims to stabilize operations at its Texas facility, which has faced challenges in attracting clients. Elon Musk's involvement in the design and production of these next-generation chips highlights the collaborative nature of the agreement. Tesla's shift back to Samsung follows dissatisfaction with its previous supplier, TSMC, indicating a renewed confidence in Samsung's capabilities. The AI6 chips, designed to enhance Tesla's autonomous driving systems, are set to debut in vehicles starting in 2027. As the U.S. and its allies promote advanced chip manufacturing, this contract positions Samsung as a key player in the evolving automotive technology landscape.

The press radar on this topic:

gazeta_ru
28. Juli 2025 um 05:10

Samsung to help Tesla with production of next-generation chips - Gazeta.Ru | News

Elon Musk announced that Samsung will help Tesla produce next-generation chips for artificial intelligence. Musk also stated that by mid-2026, a shortage of power capacity, not a chip shortage, will become the main obstacle to the development of the AI industry. He noted that China is investing more in expanding power generation capacity, but the US has an advantage in innovation.
TechCrunch
28. Juli 2025 um 15:32

Tesla signs $16.5B deal with Samsung to make AI chips

Tesla has signed a $16.5 billion deal with Samsung to manufacture its next-generation AI6 chip, which will power Tesla's driver assistance system, Optimus humanoid robots, and AI training in data centers. The deal is a boost for Samsung, which has struggled to attract major clients for its chip-making project. Tesla is also working with TSMC to make its AI5 chip, which is primarily built for its Full Self-Driving (Supervised) system. The AI chips are central to Tesla's ambition to transition f..
The Street
1. August 2025 um 11:23

No, Samsung's chip deal with Tesla isn't about Nvidia TheStreet Daily Newsletter

The article discusses Samsung's $16.5 billion chip deal with Tesla, which is not related to Nvidia. Tesla has been using its own custom chips for its Full Self-Driving feature since 2019, moving away from Nvidia's GPUs. The new deal with Samsung is for Tesla's next-generation AI6 chip, which will be manufactured in Samsung's new Texas fab. The article suggests this deal may be part of the "America First" strategy, as Samsung aims to increase its U.S. manufacturing and compete with TSMC in adva..
THE DECODER
28. Juli 2025 um 15:37

Samsung to build Tesla's next AI chip for cars and robots

Tesla has signed a $16.5 billion deal with Samsung to source its AI6 semiconductors, which power Tesla's vehicles and future Optimus humanoid robots. The deal is a boost for Samsung's struggling foundry division, as it faces declining market share. Samsung already manufactures Tesla's HW4 chips, and the next generation AI5 chips will be produced by TSMC starting in 2026. The long-term agreement, running through 2033, is seen as a vote of confidence in Samsung's upcoming 2-nanometer fabrication..
CW

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