【AI + Chips】Musk: Is NVIDIA and Jensen Huang's "Loyal Fan" SpaceX AI, Tesla Expected to Continue Large-Scale Orders of NVIDIA Chips

SocialAnxietyStaker · 2026-03-19T03:41:46+00:00

Musk expressed appreciation for Nvidia and its CEO Jensen Huang, saying its market value is well-deserved. SpaceX and Tesla will continue to order Nvidia chips. The AI5 chip will optimize AI edge computing and is expected to rival future AI6 chips. Tesla's AI5 design is essentially complete, and will adopt a 9-month design cycle going forward.

SocialAnxietyStaker

2026-03-19 03:41:46

Abstract generation in progress

Elon Musk expressed great admiration for NVIDIA (US: NVDA) and CEO Jensen Huang, calling himself a “loyal fan” and stating that NVIDIA’s market value is well-deserved. Musk said that SpaceX AI and Tesla (US: NVDA) plan to continue large-scale orders of NVIDIA chips.

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Additionally, Musk stated that the performance of the AI5 chip will far exceed its size, as Tesla’s entire AI software stack is designed to maximize the utilization of each circuit, indicating joint certification of its AI software and hardware. He also mentioned that while the AI5 chip can be used for data center training, its main focus is on optimizing AI edge computing for applications like Optimus and Robotaxi.

Musk said that there is still significant room for improvement in AI5, believing that under the same lithography and process node, a single AI6 chip could potentially match the performance of dual SoC AI5 chips.

In January, Musk stated that the design work for Tesla’s AI5 chip used for fully autonomous driving is nearly complete, and the company is in the early stages of developing the next-generation AI6. Tesla aims for future chip iterations to adopt a nine-month design cycle.

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