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Why Tesla wants to open its Supercharger to the competition
In a very bold move, Musk is considering opening the company’s intellectual property (IP) for its Superchargers inviting the competition in, breaking away from outmoded fights.
Just when you think you had Tesla figured out, Elon Musk, Tesla Motors’ CEO, throws in another bit to the overall electric vehicle (EV) picture, once again, changes the background.
Tesla embraces openness
The one thing almost all companies have in common is secrecy. Carmakers are no different and jealously keep trade secrets. What makes Tesla Motors unique and part of its success, is its engineering, which is off limit to GM, Ford and the rest. Companies edge out their products and services by keeping their know-how in-house in order to dominate a market, or a part of it. Even if some things are off limits, all carmakers pull apart others’ cars to see how they were engineered. If this was an effective strategy until now, it has its limits. Pushed to the maximum, it strangles markets and consumers are left to pay the price. There is less choice and innovations. Eventually, someone has to break the trends and breath new life. Is this what Tesla is trying to do? Not so fast.
Supercharge me and everyone else
Elon Musk says someone has to take the first step and Tesla Motors is the company to show the way forward. We couldn’t agree more. We’re tired of living in the stone age, we want a modern world that holds up to its promise and potential.
A company opening up the IP of its Supercharger network to create a “standard technical specification that other electric car makers can adopt,” as Engadget puts it, is a bold move forward.
But is it naïve, or simply a brilliant move forward when the competition is locked in a futile fight? The question is, who stands to gain the most from such a move.
Tesla is willing give away some of its IP in order for other makers to charge at its Superchargers. It also hopes to by-pass the CHAdeMO and SAE fight, as well as the upcoming Chinese charging network with its own protocol. Tesla might charge a modest fee return, but that is nothing for such a juggernaut. Musk sees, as most of us do, that the automobile industry is in disarray and still grapples over how to create a thriving business model with electric vehicles (EV). If the industry, used to making internal combustion engines (ICE), it doesn’t know what to do with an electric motor and batteries, even less with a charging network. Luckily, Tesla took a lead early there.
So far Nissan is one of the only carmaker to grow the network with CHAdeMO chargers at its dealerships. Then, there is the SAE Combo standard trying to muscle its way in, fighting against CHAdeMO. The absurd fight ended last year with a standstill, forcing once again consumers to choose one or the other, losing in the short run. So what can Tesla Motors do with its own Supercharger system watching another Chinese charger standard take advantage of the confusion? Open its doors and leapfrog the infighting competitors. It works to everyone’s advantage and the company comes out on top. Simple, brilliant, and so Tesla.
Standards come in two ways, officially, or de facto. For those of you seasoned enough to remember, we once had a choice between a good quality Betamax, and a rather inferior VHS system. VHS became a de facto standard after a deep pocket campaigns turned a generation on to it. The same almost happened to DVD recording, and there are plenty of other examples still. Tesla opening its IP doors to the competition is a bold move above the fray, and one we can be happy about since it will benefit the entire EV community. Hopefully, it will also stop this infighting caveman mentality companies have, pushing their visions on consumers. When you get down to it, what’s important is to have a nationwide charging network that works for as many cars as possible, regardless of makers, backers or other financial interests. Tesla does it again.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Tesla confirms that work on Dojo 3 has officially resumed
Elon Musk’s xAI brings 1GW Colossus 2 AI training cluster online
