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Elon Musk wants foundry partners to build '100 – 200 billion AI chips' per year — Musk says chipmaking industry can't deliver on his goals

  • Tom's Hardware faviconTom's Hardware

    Nov 18, 2025, 7:00 am243 pts
    photo of Elon Musk wants foundry partners to build '100 – 200 billion AI chips' per year — Musk says chipmaking industry… imageElon Musk claims Tesla may need 100 – 200 billion AI chips per year, a volume far beyond what TSMC and Samsung can supply, which is why he is considering building Tesla's own fab, as he believes existing foundries cannot scale fast enough for him.
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