A week before Tesla Inc.’s (NASDAQ:TSLA) Q1 earnings, Elon Musk posted a photo of what he said was the first physical sample of the company’s AI5 processor, the chip meant to power future self-driving cars, Optimus robots, and potentially xAI data centers.
TSLA has ripped 14% since last Friday’s close, clawing back a chunk of a year-to-date decline that had reached 23% after the Q1 delivery miss.
The question for traders is whether the rally is a pre-earnings short squeeze or the start of a new narrative leg.
A Half-Reticle Chip And A 40X Claim
The image Musk shared shows an ASIC die roughly half the size of a standard reticle, ringed by 12 SK hynix memory packages, most likely GDDR6 or GDDR7, according to Tom’s Hardware. Twelve packages suggest a 384-bit memory interface.
Musk has claimed AI5 could be up to 40 times …
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