Story perspectives
Elon Musk Envisions Tesla Fleet as AI Powerhouse
10/31/2025
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Story summary
- Elon Musk, CEO of Tesla, said on the Q3 2025 earnings call that the fleet could become a giant distributed inference fleet.
- Musk said idle Tesla cars could provide up to 100 gigawatts of computing power.
- The AI 5 chip could enhance vehicle autonomy.
- Privacy concerns arise because training the AI requires extensive real-world driving data.
- Tesla will manufacture the chips in-house with production support from Samsung and TSMC.
