phil beisel
@pbeisel · Mar 18, 2026
Tesla’s forthcoming AI5 uses a half-reticle design, which is crucial for yield. A reticle defines the imaging area of a lithography machine, fitting two chips per shot effectively doubles yield.
This means the Tesla chip design team had to carefully manage die features, for
phil beisel@pbeisel· Mar 17, 2026Terafab may be the most essential vertical integration Tesla has ever undertaken— and it is truly non-optional.
It will take years to build and will test even Elon’s speedrunning abilities to the limit, but that won’t stop him from trying.
The breakthrough likely lies in
Elon Musk
@elonmusk
AI5 will punch far above its weight, because the entire Tesla AI software stack is designed to make maximally effective use of every circuit. We co-signed our AI software and hardware.
Bear in mind that AI5, while it can be used for training in data centers, is primarily optimized for AI edge compute in Optimus and Robotaxi.
There is still significant room for improvement. In the same half reticle and same process node, we think a single AI6 chip has the potential to match a dual SoC AI5.
01:18 AM · March 19, 2026 · 448.1K views
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