Tesla's long-term chip plans underappreciated, says analyst

Tesla's ambitious long-term plans for chip development are not getting the attention they deserve, according to a post by Tesla watcher Sawyer Merritt. He highlighted recent job postings as evidence of the company's strategic focus in this area. The observation was shared on X on December 19, 2025.

On December 19, 2025, at 3:25 AM UTC, Sawyer Merritt, a prominent commentator on Tesla developments, shared his views on the social media platform X. In his post, Merritt stated that 'Tesla's long term chip plans are under-appreciated.' He pointed to job postings as a key indicator of the company's forward-thinking strategy in semiconductor technology.

Merritt, known for his detailed coverage of Tesla's innovations, did not elaborate on specific details of the plans or the job postings in the post. However, his comment underscores the growing importance of in-house chip design for electric vehicle manufacturers like Tesla, which relies on custom hardware for autonomous driving and other features.

This observation comes amid Tesla's ongoing efforts to advance its Full Self-Driving (FSD) technology and AI capabilities, where efficient and powerful chips play a crucial role. While Merritt's post is brief, it highlights how recruitment efforts can signal broader corporate ambitions in a competitive tech landscape.

No further context or quotes from Tesla officials were provided in the post, leaving room for speculation on the exact nature of these plans. Nonetheless, Merritt's insight serves as a reminder of Tesla's quiet investments in core technologies that could shape its future.

Makala yanayohusiana

Elon Musk announces Tesla's AI5 chip near-completion and AI6 development start at a dynamic tech press event.
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Tesla advances AI5 chip design and begins AI6 work

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Elon Musk announced that Tesla is close to completing the design of its next-generation AI5 chip while starting development on AI6, aiming to produce a new chip annually. The company has deployed millions of current AI4 chips in vehicles and data centers, positioning it as a leader in real-world AI. Musk is recruiting top talent and emphasized ambitious production goals exceeding all competitors combined.

Tesla enthusiast Sawyer Merritt has outlined an ambitious lineup of developments expected across Elon Musk's ventures in 2026. From space launches to brain implants and robot production, the predictions highlight rapid advancements in technology. These plans could reshape transportation, energy, and human augmentation.

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Elon Musk has revealed Tesla's ambitious plans for its next generations of AI chips, extending from self-driving vehicles and robots to space-based computing. In a post on X, he outlined the capabilities of AI4 through AI7, emphasizing significant advancements in safety and applications. This roadmap highlights Tesla's push into diverse AI ecosystems beyond automotive uses.

Building on the recent Optimus robot demo at Berlin's Christmas market, Tesla is accelerating its AI focus to transform mobility and robotics by 2026—despite robotaxi delays—with plans for advanced Optimus humanoids, AI5 chips, a next-gen sports car, Tesla Semi expansions, and energy innovations.

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Building on Tesla's recently detailed 2026 roadmap—including CyberCab robotaxi, Optimus Gen 3 humanoid robot, Tesla Semi scale-up, and Megapack 3 energy storage—Wall Street analysts from Canaccord Genuity and William Blair forecast a pivotal year ahead. The end of U.S. EV subsidies has caused a temporary demand slowdown, viewed as a healthy market transition. Tesla's vertical integration in vehicles, robotics, and energy strengthens its competitive edge.

Sawyer Merritt, a prominent commentator on electric vehicles, has posed a question on X about the projected number of fully autonomous robotaxis operated by Waymo and Tesla by the end of 2026. The poll specifies vehicles without human safety monitors on public roads. For context, Merritt notes Waymo's current operations with around 2,500 vehicles providing 450,000 rides weekly.

Imeripotiwa na AI

Building on its unveiled 2026 roadmap, Tesla eyes major product rollouts including Optimus robot Gen 3, Cybercab robotaxi, scaled Tesla Semi production, advanced energy storage, and global Full Self-Driving deployment, as highlighted by Elon Musk and analyst Sawyer Merritt.

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