According to Sawyer Merritt on X (formerly Twitter), Elon Musk confirmed that Tesla's advanced AI5 (HW5) chip will not reach sufficient production volume to transition Tesla’s manufacturing lines until mid-2027. Musk highlighted the need for several hundred thousand completed AI5 boards to be available at production sites before the switch can occur (source: x.com/elonmusk/status/1989835743829922168). This delay in AI5 deployment is significant for the automotive AI industry, as it affects the timeline for scaling enhanced autonomous driving capabilities and AI-powered vehicle functions. The postponement also presents both challenges and opportunities for suppliers in the AI chip ecosystem and may influence the competitive landscape for autonomous vehicle technologies (source: Sawyer Merritt on X).

According to Soumith Chintala on Twitter, acquiring 10GW of Nvidia H100 GPUs at $30,000 per unit would equate to approximately $340 billion, with an estimated 20% of power dedicated to non-GPU infrastructure (source: @soumithchintala). If OpenAI secures a 30% volume discount, the total cost could drop to $230 billion. Chintala suggests a potential scenario where OpenAI pays full price, and Nvidia reinvests the $100 billion premium into OpenAI equity. This highlights the immense financial scale of large-scale AI infrastructure and suggests new business models, such as strategic investment and vendor-financing partnerships, that could reshape how AI supercomputing is funded. The deal structure underscores Nvidia's critical role in the generative AI hardware supply chain and signals major market opportunities for AI chip providers and cloud infrastructure companies.