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Tesla ‘Roadrunner’ cell leak hints that Battery Day will be more insane than expected

Tesla Gigafactory Nevada battery cell production line (Credit: Super Factories)

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Tesla’s Battery Day has been hyped so much that the event will have to include something truly amazing to live up to its expectations. In the lead up to the highly-anticipated event, a leaked image featuring what is supposedly a cell from Tesla’s “Roadrunner” line has emerged. And if the leak proves legitimate, it would appear that Battery Day will not only meet expectations — it will be even more insane than expected. 

The leaked image, which was initially published in a report on Electrek, featured a massive battery cell that was supposedly a product of the Roadrunner line. The publication noted that the image was sent through an anonymous source and confirmed by another independent source. From the get-go, it is evident that the cell is massive, closer in size to a supercapacitor than a traditional battery cell. Initial observations by battery enthusiasts online also point to some radical improvements that such a cell design would bring. 

While Electrek’s sources have mentioned that the Roadrunner cell will feature roughly double the diameter of the 2170 cells that the electric car maker currently uses in the Model 3 and Model Y, Tesla enthusiast @_BRCooper, who is familiar with battery tech, has observed that one of the leaked images had the number “054” printed on its side. If this number represents the cell’s diameter, it would point to Tesla’s Roadrunner cells adopting a 54×98 form factor, which has 10x the volume of a 2170 cell.

As noted by Jordan Giesige of The Limiting Factor channel on YouTube, adopting a 54×98 form factor for its next-generation cells has numerous implications for the entire battery manufacturing process and the performance of Tesla’s vehicles as a whole. With the larger cells, Tesla could produce battery packs that have an order of magnitude fewer cells than before. This would result in the company only using 1/10 the number of rolls, cans, electrolyte fills, and welds compared to its current operations. Such a strategy opens the doors to massive cost reductions that could help bring down the prices of electric cars to a notable degree. 

But regardless of its actual size, the design of the Roadrunner cell appears to be optimized and designed for a cell-to-pack drop-in setup. Interestingly enough, the leaked image of the Roadrunner cell seems to have a tabless electrode design, which Elon Musk has dubbed is “way more important than it sounds” last year. Provided that the Roadrunner cells are indeed inspired by Tesla’s tabless electrode patent, the new form factor could pave the way to more performance and further reductions in production costs. 

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What’s even more notable is that these improvements become possible with just the Roadrunner cell’s new form factor and design. Giesige, for his part, has noted that with the Roadrunner cell’s design and potential 54×98 form factor alone, Tesla may be able to close in on 300 wh/kg before making any significant changes to its battery chemistry. Elon Musk actually mentioned a 30-40% improvement from 250 wh/kg back in 2018, which translates to an improvement to 325-350 wh/kg. Musk’s prediction was considered fantastical by critics then, but as Battery Day approaches and leaks start to emerge about the event, it is starting to look more and more likely that 325-350 wh/kg is feasible. 

Watch a feature on the Roadrunner battery cell leak in the video below. 

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Elon Musk

Tesla confirms that work on Dojo 3 has officially resumed

“Now that the AI5 chip design is in good shape, Tesla will restart work on Dojo 3,” Elon Musk wrote in a post on X.

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(Credit: Tesla)

Tesla has restarted work on its Dojo 3 initiative, its in-house AI training supercomputer, now that its AI5 chip design has reached a stable stage. 

Tesla CEO Elon Musk confirmed the update in a recent post on X.

Tesla’s Dojo 3 initiative restarted

In a post on X, Musk said that with the AI5 chip design now “in good shape,” Tesla will resume work on Dojo 3. He added that Tesla is hiring engineers interested in working on what he expects will become the highest-volume AI chips in the world.

“Now that the AI5 chip design is in good shape, Tesla will restart work on Dojo3. If you’re interested in working on what will be the highest volume chips in the world, send a note to AI_Chips@Tesla.com with 3 bullet points on the toughest technical problems you’ve solved,” Musk wrote in his post on X. 

Musk’s comment followed a series of recent posts outlining Tesla’s broader AI chip roadmap. In another update, he stated that Tesla’s AI4 chip alone would achieve self-driving safety levels well above human drivers, AI5 would make vehicles “almost perfect” while significantly enhancing Optimus, and AI6 would be focused on Optimus and data center applications. 

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Musk then highlighted that AI7/Dojo 3 will be designed to support space-based AI compute.

Tesla’s AI roadmap

Musk’s latest comments helped resolve some confusion that emerged last year about Project Dojo’s future. At the time, Musk stated on X that Tesla was stepping back from Dojo because it did not make sense to split resources across multiple AI chip architectures. 

He suggested that clustering large numbers of Tesla AI5 and AI6 chips for training could effectively serve the same purpose as a dedicated Dojo successor. “In a supercomputer cluster, it would make sense to put many AI5/AI6 chips on a board, whether for inference or training, simply to reduce network cabling complexity & cost by a few orders of magnitude,” Musk wrote at the time.

Musk later reinforced that idea by responding positively to an X post stating that Tesla’s AI6 chip would effectively be the new Dojo. Considering his recent updates on X, however, it appears that Tesla will be using AI7, not AI6, as its dedicated Dojo successor. The CEO did state that Tesla’s AI7, AI8, and AI9 chips will be developed in short, nine-month cycles, so Dojo’s deployment might actually be sooner than expected. 

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Elon Musk

Elon Musk’s xAI brings 1GW Colossus 2 AI training cluster online

Elon Musk shared his update in a recent post on social media platform X.

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Credit: xAI

xAI has brought its Colossus 2 supercomputer online, making it the first gigawatt-scale AI training cluster in the world, and it’s about to get even bigger in a few months.

Elon Musk shared his update in a recent post on social media platform X.

Colossus 2 goes live

The Colossus 2 supercomputer, together with its predecessor, Colossus 1, are used by xAI to primarily train and refine the company’s Grok large language model. In a post on X, Musk stated that Colossus 2 is already operational, making it the first gigawatt training cluster in the world. 

But what’s even more remarkable is that it would be upgraded to 1.5 GW of power in April. Even in its current iteration, however, the Colossus 2 supercomputer already exceeds the peak demand of San Francisco.  

Commentary from users of the social media platform highlighted the speed of execution behind the project. Colossus 1 went from site preparation to full operation in 122 days, while Colossus 2 went live by crossing the 1-GW barrier and is targeting a total capacity of roughly 2 GW. This far exceeds the speed of xAI’s primary rivals.

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Funding fuels rapid expansion

xAI’s Colossus 2 launch follows xAI’s recently closed, upsized $20 billion Series E funding round, which exceeded its initial $15 billion target. The company said the capital will be used to accelerate infrastructure scaling and AI product development.

The round attracted a broad group of investors, including Valor Equity Partners, Stepstone Group, Fidelity Management & Research Company, Qatar Investment Authority, MGX, and Baron Capital Group. Strategic partners NVIDIA and Cisco also continued their support, helping xAI build what it describes as the world’s largest GPU clusters.

xAI said the funding will accelerate its infrastructure buildout, enable rapid deployment of AI products to billions of users, and support research tied to its mission of understanding the universe. The company noted that its Colossus 1 and 2 systems now represent more than one million H100 GPU equivalents, alongside recent releases including the Grok 4 series, Grok Voice, and Grok Imagine. Training is also already underway for its next flagship model, Grok 5.

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Elon Musk

Tesla AI5 chip nears completion, Elon Musk teases 9-month development cadence

The Tesla CEO shared his recent insights in a post on social media platform X.

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Credit: Tesla

Tesla’s next-generation AI5 chip is nearly complete, and work on its successor is already underway, as per a recent update from Elon Musk. 

The Tesla CEO shared his recent insights in a post on social media platform X.

Musk details AI chip roadmap

In his post, Elon Musk stated that Tesla’s AI5 chip design is “almost done,” while AI6 has already entered early development. Musk added that Tesla plans to continue iterating rapidly, with AI7, AI8, AI9, and future generations targeting a nine-month design cycle. 

He also noted that Tesla’s in-house chips could become the highest-volume AI processors in the world. Musk framed his update as a recruiting message, encouraging engineers to join Tesla’s AI and chip development teams.

Tesla community member Herbert Ong highlighted the strategic importance of the timeline, noting that faster chip cycles enable quicker learning, faster iteration, and a compounding advantage in AI and autonomy that becomes increasingly difficult for competitors to close.

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AI5 manufacturing takes shape

Musk’s comments align with earlier reporting on AI5’s production plans. In December, it was reported that Samsung is preparing to manufacture Tesla’s AI5 chip, accelerating hiring for experienced engineers to support U.S. production and address complex foundry challenges.

Samsung is one of two suppliers selected for AI5, alongside TSMC. The companies are expected to produce different versions of the AI5 chip, with TSMC reportedly using a 3nm process and Samsung using a 2nm process.

Musk has previously stated that while different foundries translate chip designs into physical silicon in different ways, the goal is for both versions of the Tesla AI5 chip to operate identically. AI5 will succeed Tesla’s current AI4 hardware, formerly known as Hardware 4, and is expected to support the company’s Full Self-Driving system as well as other AI-driven efforts, including Optimus.

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