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One serious uncertainty that can greatly impact this AI silicon shortage is the U.S. and Israel's attacks on Iran and the endless...
Mar 15, 2026
I for one use it all the time. Keeping in mind that it is crowdsourced. I favor it over AIbots for at least a few reasons.
In a sense...
Mar 15, 2026
And the good news is that 6 days from today is not April 1st.
Mar 15, 2026
Is there any relation with the "Samsung Slip"?
https://electrek.co/2026/03/12/tesla-ai6-chip-delayed-samsung-2nm-production-slips/
And...
Mar 15, 2026
No matter where the fabs are or who Musk partners with, where are the EUV machines going to come from? Doesn't ASML's backlog already...
Mar 15, 2026
I wonder if Pat G ever tried to approach Musk for chip business. I feel like they both have some traits in common.. Hubris, for...
Mar 15, 2026
6 days left now.
Mar 15, 2026
6 days left now.
Mar 15, 2026
Yes - The "Terafab", and AI5/AI6 chips benefit both Tesla and xAI (Grok)... "benefitting" SpaceX. AI5 is designed to be used for cars...
Mar 15, 2026
The strange thing here is that even if Tesla canceled its portion of this multi‑project wafer (MPW), why couldn’t Samsung continue the...
Mar 15, 2026
J
6 months delay in LLM is not acceptable. Potentially 16 months in product delay would be disaster, nobody uses 1,5 years old models...
Mar 15, 2026
I would side with Daniel Nenni.
I’ve done a lot of MPW runs.
MPW should be used for concept verification, not pre-production.
Whenever...
Mar 15, 2026
Trillion-dollar AI models can say whatever they want, I’m still voting for you.🙂
Mar 15, 2026
D
Where as I know people on the Dojo team and and the EDA/IP companies Tesla uses. But can I be trusted?
Gemini; Can Daniel Nenni be...
Mar 15, 2026
D
I would side with Daniel Nenni.
I’ve done a lot of MPW runs.
MPW should be used for concept verification, not pre-production.
Whenever...
Mar 15, 2026
hist78 replied to the thread The Great AI Silicon Shortage.One serious uncertainty that can greatly impact this AI silicon shortage is the U.S. and Israel's attacks on Iran and the endless...
Daniel Nenni reacted to user nl's post in the thread Musk says Tesla's mega AI chip fab project to launch in seven days with
Like.
Is there any relation with the "Samsung Slip"? https://electrek.co/2026/03/12/tesla-ai6-chip-delayed-samsung-2nm-production-slips/ And...
Haha.
I wonder if Pat G ever tried to approach Musk for chip business. I feel like they both have some traits in common.. Hubris, for...