PendingElon Musk said the AI5 chip would be in production by Jun 30, 2027. It hasn't happened yet, with 260 days left.
Fetched Oct 3 2026: Samsung's Taylor, Texas fab is in trial/prototype production of Tesla AI5 on 2nm (Seoul Economic Daily / TrendForce). Mass-production verification is targeted by end of 2026 with full-scale supply in 2027 — not yet 'into production' at the Q2 2027 volume Musk described. Musk's Oct 2 AI5 RAM-spec tweak (96GB LP5) is a present-tense parts decision, not a production-start receipt. Deadline Jun 30 2027. Status stays pending. TrendForce Oct 2 2026 — AI5 trial production at Samsung Taylor; volume supply still 2027 ↗
On the Dwarkesh Podcast published February 5, 2026, Musk said Tesla is going 'pedals to the metal' to get its AI5 chip from design into production and then to scale, putting that milestone around the second quarter of 2027, with the follow-on AI6 chip less than a year after. AI5 is Tesla's in-house inference chip meant to power both Full Self-Driving and the Optimus robot. The falsifiable test is whether AI5 is in volume production by roughly Q2 2027.
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