Tesla Advances AI Chip Roadmap Amid FSD Criticism

Elon Musk announced completion of an AI5 chip design review and plans for AI6 and AI7 to follow quickly, calling AI8 “out of this world,” with AI5 slated to be produced by Samsung and TSMC to bolster the U.S. supply chain. Tesla is currently producing its fourth-generation AI4 chip and reported record Q3 2025 sales of 497,099 vehicles. The company faces criticism for failing to deliver promised unsupervised Full Self-Driving capabilities to millions of customers on earlier HW2/HW3 hardware and for unresolved retrofit commitments. Musk’s pay package is headed for a shareholder vote, and his high-profile interviews — including a recent sit-down with Joe Rogan — have amplified debate about AI safety and his public profile. Analysts say the advanced-chip roadmap could be a bullish catalyst for Tesla stock and some AI-focused crypto tokens, but execution on FSD and retrofit plans will be critical to maintain investor and customer confidence.