Tesla's chip architecture operates across two distinct programs working in parallel. The Dojo platform handles the heavy lifting on the training side, processing massive datasets to develop AI models. Meanwhile, the AI4 and AI5 chip lines focus specifically on inference tasks within vehicles—the real-world application layer.

Right now, AI4 is the current generation powering Tesla's fleet. It's battle-tested, optimized, and doing the job. But AI5? That's where things get interesting. The new chip is in final stages and represents a fundamental generational jump.

Here's the kicker: by certain performance metrics, AI5 delivers roughly 40× the capability of AI4. Not 40 percent—we're talking a 40-fold improvement. That's not just an incremental upgrade; it's the kind of leap that changes what's possible in autonomous decision-making and real-time processing.