马斯克称特斯拉已部署数百万颗 AI 芯片：目标一年一迭代，未来产量将超其他 AI 芯片总和

IT之家

2025/11/23

IT之家 11 月 23 日消息，特斯拉 CEO 埃隆・马斯克（Elon Musk）刚刚发布 X 文并置顶，首次系统性地介绍了特斯拉自研 AI 芯片团队的长期布局与发展目标。他表示，外界普遍不了解特斯拉在芯片设计方面的投入规模，而公司多年来一直拥有“先进的 AI 芯片与电路板工程团队”。据称，特斯拉已经在车辆和数据中心部署了数百万颗自研 AI 芯片。这些芯片为其自动驾驶与数据处理系统提供支持，他...

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芯片。这些芯片为其自动驾驶与数据处理系统提供支持，他...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251123160317977a5a95&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BJLML261.HKD","symbol_name":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251123160317977a5a95&s=b","article_id":"2585348359","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251123160317977a5a95&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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ACC","BK4581":"高盛持仓","BK4543":"AI","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC"},"translate_title":"Musk said Tesla has deployed millions of AI chips: the goal is to iterate once a year, and the future output will exceed the sum of other AI chips","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLL":1.5,"TSYW.SI":0.6,"UFO":0.6,"TSLA":1.5,"DXYZ":1.5},"content_text":"IT之家 11 月 23 日消息，特斯拉 CEO 埃隆・马斯克（Elon Musk）刚刚发布 X 文并置顶，首次系统性地介绍了特斯拉自研 AI 芯片团队的长期布局与发展目标。他表示，外界普遍不了解特斯拉在芯片设计方面的投入规模，而公司多年来一直拥有“先进的 AI 芯片与电路板工程团队”。据称，特斯拉已经在车辆和数据中心部署了数百万颗自研 AI 芯片。这些芯片为其自动驾驶与数据处理系统提供支持，他强调正是这些芯片“让特斯拉成为现实世界 AI 的领导者”。AI5 即将流片，AI6 已启动研发马斯克表示，目前特斯拉车端使用的 AI 芯片版本为 AI4（IT之家注：之前叫 HW4）；下一代 AI5 已接近 tape-out（流片）阶段；下下代 AI6 已经开始研发。他还对特斯拉 AI 芯片团队提出了明确目标：希望每 12 个月推出一款新的 AI 芯片设计并完成量产。马斯克更进一步表示，公司预计未来的芯片产量将“最终超过所有其他 AI 芯片的总和”，并特别强调这句话“不是玩笑”。芯片应用场景：自动驾驶与人形机器人马斯克表示，特斯拉自研芯片将带来“深远的积极影响”，包括：更安全的驾驶体验，从而“挽救数百万生命”；通过机器人 Optimus 的医学应用，使所有人都能获得“先进医疗服务”。他并未公布更具体的技术指标或部署范围，仅强调芯片在特斯拉整体 AI 战略中的核心地位。特斯拉广招人才马斯克最后还宣布，特斯拉正在招聘具备卓越能力的芯片相关人才，并要求“毛遂自荐者”说出三条能证明自己具备“卓越能力”的要点。另外，特斯拉“特别关注在芯片设计中应用最前沿 AI 的方向”。广告声明：文内含有的对外跳转链接（包括不限于超链接、二维码、口令等形式），用于传递更多信息，节省甄选时间，结果仅供参考，IT之家所有文章均包含本声明。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}