Tesla cuts AI5 memory to 72GB and AI6 to 144GB amid shortage

  • Tesla reduced planned memory in its AI5 and AI6 chips for Optimus production.
  • AI5 was initially set at 72GB, then revised to 96GB on October 2.
  • Tesla secured $30 billion in financing capacity and began Semi volume production.

Tesla CEO Elon Musk said the company reduced planned memory in its next-generation AI5 and AI6 chips amid a prolonged semiconductor shortage, initially setting AI5 at 72GB and AI6 at 144GB to secure production volume for Optimus, Tesla's humanoid robot. Musk revised AI5 to 96GB on October 2, while saying its total capacity would remain about two-thirds of the original plan. During the same week, Tesla secured $30 billion in financing capacity, delayed the Roadster unveiling from Oct. 1 to Oct. 15 because of severe weather, disclosed a patent for a rapidly deploying active rear wing, and confirmed that volume production of the Semi truck had begun. Einride said it had placed a 500-unit Semi order. The financing package includes a $20 billion three-year delayed-draw term loan, an $8 billion five-year revolver and a $2 billion 364-day revolver, supporting planned spending across artificial intelligence, semiconductor manufacturing, solar production and autonomous vehicles.

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