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Dylan Patel· @dylan522p · X·· 7 天前AI 评分61
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马斯克称 Tesla AI5 芯片内存减半至 72GB LP5,AI6 降至 144GB LP6,以获得足够产量支持 Optimus 生产并大幅降低成本。他认为这对 Optimus 性能影响可忽略,因为内存带宽比总容量更是瓶颈,且带宽保持不变。SemiAnalysis 的 Dylan Patel 转发并附上其关于 4-Hi HBM 的文章链接。

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引用Elon Musk@elonmusk
We cut our RAM in half for the Tesla AI5 chip (now 72GB of LP5) and 1/3 for AI6 (now 144GB of LP6). This was the only way to get enough volume for Optimus production and greatly reduces cost. As it turns out, we think this will have a negligible effect on Optimus performance, as memory bandwidth is a bigger limiting factor than total memory storage (bandwidth was held constant).
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来源:Dylan Patel · x.com