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).