Tesla
Real-world AI at automotive scale: FSD, Optimus, and the AI5 chip program.
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Quotes are delayed/indicative; research only, never investment advice.
Photo: Larry D. Moore · CC BY 4.0 · Wikimedia Commons
Tesla trains vision-based driving models on one of the world's largest GPU fleets (Cortex at Austin), ships them to millions of cars, and is developing the Optimus humanoid. In 2025 it wound down the in-house Dojo training-chip effort (reported) and redirected to the AI5/AI6 inference chips, with a reported $16.5B Samsung foundry agreement.
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Record reviewed as of 2026-01-15 — see Methodology.