Musk: Tesla cut AI5 RAM to 72GB and AI6 to 144GB to secure Optimus production, bandwidth unchanged
PTrubey · x · 2026-10-02
Elon Musk revealed Tesla's memory strategy for its AI chips: AI5 gets halved to 72GB LP5, and AI6 cut to a third of the original plan at 144GB LP6.
- The sole purpose is guaranteeing enough memory supply for Optimus robot production while greatly reducing cost
- Musk argues the performance impact on Optimus will be negligible: memory bandwidth, held constant, is the real bottleneck rather than total capacity
- Responders highlighted Tesla's engineering-driven approach to routing around supply bottlenecks
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