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Chip race: Microsoft, Meta, Google, and Nvidia battle it out for AI chip supremacy

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Richard Lawler
Elon Musk says Samsung’s mystery $16.5 billion AI chip deal is for Tesla.

A regulatory filing surfaced Monday morning in Korea showing the underperforming electronics giant won an order to build chips for an unnamed large global tech company in a contract that runs through 2033.

Then, a few hours later, Elon Musk tweeted the arrangement was for Tesla’s “next-generation AI6 chip,” built at Samsung’s plant in Texas, confirming an earlier report by Bloomberg.

Update: Added info from Elon Musk’s tweet.

Tweet by Elon Musk reading “Samsung’s giant new Texas fab will be dedicated to making Tesla’s next-generation AI6 chip. The strategic importance of this is hard to overstate. Samsung currently makes AI4. TSMC will make AI5, which just finished design, initially in Taiwan and then Arizona.”
Image: Elon Musk (X)
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