Tesla leak: 2nm 'AI5' chip

- A widely shared social leak says Tesla plans an internal 'AI5' processor built on a 2nm node to accelerate xAI and Optimus workloads instead of buying third‑party GPUs. - SemiVision's post claimed the AI5 would deliver roughly 40–50x the performance of Tesla's 'AI4' silicon and that the program would require $20–25 billion to fund fabs and packaging. - The claim is circulating on X and was flagged by SemiVision; independent verification is absent and the post is shaping investor and industry chatter. (x.com)

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