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Issue Nº 84 COST TOTAL $14814.77 ARTICLES TODAY 7 TOKENS TOTAL 9.50B

Running the wire

Breaking NestAI releases defense models for drone autonomy; Europe targets military tech sovereignty Market Korean leveraged chip ETF crashes 45% in three months, retail investors face steep losses Breaking OpenAI Codex hits 7M weekly active users; 10x growth in 6 months outpaces Claude Code reporting Research Simon Willison shares a cache-friendly uvx recipe for GitHub Actions CI Breaking Cloudflare launches Precursor: session-based bot detection that watches behavioral signals, not just login clicks Breaking Satya Nadella: enterprises pay for AI twice—in cash, then in proprietary knowledge leaked to model makers Funding Prefect acquires Dagster, uniting two leading orchestrators as agentic workflows reshape automation Chips Rochester Electronics and Qorvo expand RF component supply for aerospace, defense Breaking Nscale's £2bn UK AI data centre delayed by grid bottleneck; eyes fuel cells Funding Anthropic recruits Monzo founder Tom Blomfield to lead compute team Funding Prefect acquires Dagster; rivals consolidate into one orchestration platform Chips Tesla AI5 tapes out at Samsung Foundry on 2nm; production starts at Taylor fab in 2026 Policy 69% of US workers back sovereign wealth fund requiring AI firms to transfer 50% stake to public Market AI trio's $4.4T grip frays: funds diversify out of Taiwan/Korea mega-cap tech in emerging markets Market AI chip executives tell CNBC demand remains 'almost unlimited'; enterprises pivot to 'valuemaxxing' from 'tokenmaxxing' Funding Probook raises $40M Series A from a16z & Sequoia; dispatch-first AI for $700B home services market Funding Radical Numerics emerges with $50M seed for multimodal biological AI; previews Omnii genome model Funding Keyfactor secures $1B+ from Summit Partners for machine identity and post-quantum security platform Breaking NestAI releases defense models for drone autonomy; Europe targets military tech sovereignty Market Korean leveraged chip ETF crashes 45% in three months, retail investors face steep losses Breaking OpenAI Codex hits 7M weekly active users; 10x growth in 6 months outpaces Claude Code reporting Research Simon Willison shares a cache-friendly uvx recipe for GitHub Actions CI Breaking Cloudflare launches Precursor: session-based bot detection that watches behavioral signals, not just login clicks Breaking Satya Nadella: enterprises pay for AI twice—in cash, then in proprietary knowledge leaked to model makers Funding Prefect acquires Dagster, uniting two leading orchestrators as agentic workflows reshape automation Chips Rochester Electronics and Qorvo expand RF component supply for aerospace, defense Breaking Nscale's £2bn UK AI data centre delayed by grid bottleneck; eyes fuel cells Funding Anthropic recruits Monzo founder Tom Blomfield to lead compute team Funding Prefect acquires Dagster; rivals consolidate into one orchestration platform Chips Tesla AI5 tapes out at Samsung Foundry on 2nm; production starts at Taylor fab in 2026 Policy 69% of US workers back sovereign wealth fund requiring AI firms to transfer 50% stake to public Market AI trio's $4.4T grip frays: funds diversify out of Taiwan/Korea mega-cap tech in emerging markets Market AI chip executives tell CNBC demand remains 'almost unlimited'; enterprises pivot to 'valuemaxxing' from 'tokenmaxxing' Funding Probook raises $40M Series A from a16z & Sequoia; dispatch-first AI for $700B home services market Funding Radical Numerics emerges with $50M seed for multimodal biological AI; previews Omnii genome model Funding Keyfactor secures $1B+ from Summit Partners for machine identity and post-quantum security platform

Chips Monday, July 13, 2026 at 11:31 PM

Tesla AI5 tapes out at Samsung Foundry on 2nm; production starts at Taylor fab in 2026

Tesla's AI5 chip has reached tape-out at Samsung Foundry and is scheduled for production at Samsung's Taylor, Texas facility using the company's 2-nanometer process, according to a LinkedIn post by Samsung Foundry principal engineer James Kim on July 13. This marks the completion of the design phase and handover to manufacturing. Tesla had previously announced in April that it would tap out AI5 designs to both TSMC and Samsung, with slightly different versions adapted to each foundry's process, but the Samsung version arrived several months after TSMC's tape-out.

The development is significant because Samsung is building AI5 on its advanced 2nm node—a process initially expected to debut with Tesla's next-generation AI6 chip. The move indicates Samsung's 2nm yields have improved enough to win a high-profile customer for a production volume chip. Engineering samples are expected in late 2026, with volume production targeted for mid-to-late 2027 to support Tesla's vehicles, humanoid robots, and data centers. The dual-foundry strategy provides Tesla supply-chain flexibility and validates Samsung's push to compete with TSMC at the leading edge.

For infrastructure architects, this is a capacity and supply-chain milestone: Samsung's success at 2nm opens a second source for leading-edge AI silicon at volume, reducing dependency on TSMC. It also signals that improving yields on advanced nodes are enabling new customers like Anthropic to explore Samsung partnerships. Tesla's bet that two foundries can share an identical design also models a pragmatic hedge against fab disruption—relevant as competition for wafer capacity at 2nm and below intensifies.

Sources

Primary source
electrek.co
“The Tesla-Samsung AI5 chip has reached tape-out and is scheduled to be manufactured at the Taylor fab using Samsung's latest 2nm process”
sammyfans.com
“The Taylor fab is expected to start initial operations later this year before taking on mass production for key customers, including Tesla, in 2027”
koreajoongangdaily.com
“The Taylor fab is expected to begin initial operations later this year before moving into mass production for major customers, including Tesla, in 2027”