Elon Musk: Tesla's $TSLA self-developed next-gen AI inference chip, AI5, will surpass NVIDIA, 2-3 times more powerful than Jensen Huang's, but at only 10% of the cost $NVDA. Tesla's future autonomous driving, Robotaxi, and Optimus robot all depend on this chip. The goal? To take down NVIDIA! Musk thinks TSMC is too slow—five years to build a fab? What's the difference between that and forever? So, he's planning to build a super fab himself, completing the full business loop.