Tesla Prepares Its Next AI Leap, Plans to Ramp Up AI6 Chip Production

Tesla is negotiating a significant increase in production of its new 2-nanometer AI6 chips, which are expected to power the company’s electric vehicles, robotaxis, humanoid robots, and data centers.

According to industry sources, Tesla’s procurement team is scheduled to visit Samsung in South Korea this week to discuss expanding manufacturing capacity. The AI6 processors are designed to serve as a unified computing platform across multiple Tesla product lines.

The chips will be used not only in passenger EVs but also in Tesla’s upcoming robotaxi fleet, robotics programs, and AI data centers. Tesla has reportedly already placed an order with Samsung for approximately 16,000 wafers per month. However, growing demand could increase production by an additional 24,000 wafers monthly.

The rising need for advanced chips reflects Tesla’s aggressive push into autonomous driving and artificial intelligence. More powerful computing systems are required to process the massive volumes of data used to train its Full Self-Driving algorithms.

Samsung has also completed development of a 5G modem for Tesla, with shipments expected to begin in the first half of 2026.

The first AI6-powered systems are expected to be deployed in Tesla’s robotaxis operating at the company’s Texas facility. Tesla’s expanding in-house chip development underscores its transformation from automaker to technology powerhouse — where computing performance and software could ultimately define leadership in the autonomous vehicle race.