Questions to inspire discussion.
🚗 Q: How will AI6 be used in Tesla vehicles? A: AI6 will be used for FSD inference, with two chips in every car, enabling advanced autonomous driving capabilities.
🤖 Q: What role will AI6 play in Optimus? A: AI6 will enable on-device learning and reinforced learning in Optimus, enhancing its AI capabilities.
🔋 Q: Will AI6 be used in other Tesla products? A: AI6 will be integrated into every edge device produced by Tesla, including Tesla Semi, Mega Pack, and security cameras.
Technical Specifications.
💻 Q: What is the architecture of AI6? A: AI6 will use a cluster model of individual chips with a software layer on top, similar to Dojo 3 for training.
⚡ Q: How does AI6 handle different precision levels? A: AI6 uses a generalized block quantization method to dynamically switch between floating point 64, 32, 16, 8 without separate math cores.
🏭 Q: How will AI6 be manufactured? A: AI6 will be built by Samsung using a 2 nanometer node technology with a focus on high yield and low latency.
Comparison to Dojo.
🔄 Q: How does AI6 differ from Dojo? A: Unlike Dojo, which was specialized for training, AI6 is a general-purpose architecture for both inference and training.
🧩 Q: What was Dojo’s design? A: Dojo used a unique system-on-wafer design with a 5×5 grid of chips and high-speed interconnects, stacked in cabinets of 10 tiles.
Tesla’s Strategy.
📈 Q: Why is Tesla moving towards vertical integration in chip design? A: Vertical integration allows Tesla to control the entire value chain, accelerate innovation, and reduce costs.
🔬 Q: How does vertical integration benefit Tesla’s AI development? A: It enables Tesla to squeeze every ounce of performance out of its AI models, leading to superior products with high margins.
🌐 Q: How will AI6 impact Tesla’s position in the market? A: AI6 is expected to make Tesla a leader in autonomous driving and robotics markets in the future.
🔮 Q: What potential applications could AI6 enable beyond current Tesla products? A: AI6 could power AI features in future Tesla products like drones and smart home devices with autonomous capabilities.
AI6 vs. Competitors.
💪 Q: How does AI6 compare to third-party chips? A: AI6’s price-performance-power ratio is expected to be highly differentiated and superior to third-party alternatives.
🔗 Q: How does AI6 fit into Tesla’s overall AI strategy? A: AI6 represents Tesla’s move towards pure vertical integration in AI, similar to their approach with batteries, controlling the entire value chain.
## Key Insights.
Revolutionary AI Architecture.
🚀 Tesla’s AI6 chip combines training and inference in a single architecture, replacing the Dojo system and enabling vertical integration in AI processing.
💡 The AI6 chip is expected to offer 10x or more headroom over AI5, with release planned for 2028–2029.
🔄 AI6 will be a convergence chip for both FSD and Optimus inference, as well as training in data centers.
Evolution of Tesla’s AI Chips.
📈 Tesla’s AI chip evolution progressed from HW3 (2019) to HW4 (2023), with AI4 powering FSD versions 13 and 14.
🔮 AI5, due in 2026, will achieve 2,500 trillion operations per second for FSD and Optimus inference.
Dojo System and D1 Chip.
🖥️ Dojo, a purpose-built training computer, was designed for video training of neural nets using accelerated computing with matrix multiply operations.
🧩 Dojo’s system on wafer design featured a 5×5 grid of tiles with high-speed interconnects for efficient data transfer between chips.
AI6 Chip Design and Manufacturing.
🏭 Samsung will build AI6 in Texas using 2nm node technology, with Tesla planning to eventually fabricate it in-house.
🔬 AI6 will use a system on wafer design with a 2×2 grid of 5×5 tiles of D1 chips, requiring 100% yield.
Inference and Training Capabilities.
🤖 Inference chips can be used for both inference and training, with AI6 enabling Optimus to learn on the fly at the edge.
⚖️ AI6 is a generalized architecture chip that performs well in both inference and training, using dynamic shifting of data and computation.
Vertical Integration and Performance Optimization.
🔧 Tesla’s vertical integration allows them to squeeze every ounce of performance from their models, achieving the best cycle time for inference.
📊 The quantization process enables massive performance optimization between training and inference by downsizing high-precision data sets.
Wide-ranging Applications.
🚛 AI6 will be used in every edge device produced by Tesla, including the Tesla Semi, Mega Pack, and other products.
🎥 The chip will power intelligent and autonomous devices beyond cars and robots, including security cameras, drones, and household appliances.
Market Dynamics and Future Implications.
📊 Inference is becoming the dominant architecture in AI, with training being a smaller market.
🌐 AI6 represents a classic playbook for pure vertical integration, similar to Samsung and Panasonic in batteries.
🔬 The convergence of training and inference in AI6 could reshape the landscape of autonomy, robotics, and AI across various industries.
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Tesla has discontinued its Dojo supercomputer project and is shifting its focus to developing a new AI chip, specifically the AI6 chip, which will handle both training and inference, marking a strategic shift in its AI development.
AI6 Chip Overview 🔧 Q: What is Tesla’s AI6 chip? A: AI6 is a convergence architecture for both training and inference, replacing Dojo, built exclusively by Samsung in Texas using vertical integration. 🚀 Q: How does AI6 compare to previous Tesla chips? A: AI6 will be 10x faster than AI5, capable of 22,500 trillion operations per second, consuming 800 watts of power. ⏰ Q: When will AI6 be released? A: The AI6 chip is expected to be due in 2028 or 2029, with no release planned for 2027. AI6 Applications 🚗 Q: How will AI6 be used in Tesla vehicles?