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  • Tesla advances AI chip cadence with AI5 and AI6, Samsung fabrication hints at broader autonomy push
    January 19, 2026, 7:06 AM EST. Tesla says the AI5 design is nearing completion and has begun work on AI6, targeting roughly nine-month cycles for future generations including AI7 and AI8. The AI5 would be a meaningful upgrade from the current AI4 hardware, with Elon Musk citing potential gains up to 50x, though production timelines remain uncertain. Large-scale manufacturing is unlikely before 2027, with 2026 deployments expected to be limited. Bloomberg reported that Tesla plans to use Samsung to fabricate AI6 under a deal valued at about $16.5 billion, while Tesla would retain control of the architecture and software integration. As of January 16, 2026, Tesla's market cap hovered around $1.37 trillion despite slower auto-sales growth. Investors question whether the AI and autonomy push can yield a scalable platform, reducing reliance on third-party AI providers like Nvidia.