Is the Tesla and Samsung Deal and Partnership a Threat to Nvidia or TSMC? @nextbigfuture
Is the Tesla and Samsung Deal and Partnership a Threat to Nvidia or TSMC?  @nextbigfuture
Uploaded July 2025 | Updated September 2026, 1 day ago
Tesla and Samsung will be on equal or a superior 2 nanometer process against Nvidia GPUs. Tesla will use tens of millions of their own AI6 chips in 2027 and beyond.

The Samsung partnership gives Elon nearly full control of tens of billions of dollars of semiconductor fabs that are competitive with the best fabs from TSMC.

The chips that they produce will start with equal energy efficiency and performance as the chips Nvidia will get made at TSMC.

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Is the Tesla and Samsung Deal and Partnership a Threat to Nvidia or TSMC?

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