Lorenzo Servadei, Head of AI for Chip Design at Sony AI, speaks with Silicon Semiconductor on AI-powered EDA, #GENIE-ASI# for analog subcircuit identification, and #Schemato# for human-readable schematics. Read the interview: #SonyAI# #ChipDesign#

The architecture decisions made at the chip design level determine what's possible at scale. Explore the breakthroughs shaping chipmaking, AI infrastructure, and modern computing with @bbgoriginals and our own Mark Fuselier. Watch now:

Over the past three decades, the global semiconductor industry was built on a highly efficient model of specialization. The United States controlled chip design, EDA, IP, and end-platform ecosystems. Taiwan became the center of advanced foundry manufacturing and packaging. South Korea dominated DRAM, NAND, and memory supply. Japan retained key positions in materials and equipment. China provided massive electronics manufacturing capacity and end-market demand.

A defining month for Sony AI: Project #Ace# reached the cover of @Nature, a new framework on #AI# companionship, a full slate at #ICLR# 2026, and a feature on the future of #chip# design. 🔗Read the April Month in Review:

OpenAI / @sama at MS TMT: Scaling + progress: “Most important thing to know is we have been on accelerating exponential of progress; been on it much longer than 3 years; since 2019 - reason it is accelerating is algorithmic, compute, more smart ppl working on it, more economic input letting us buying GPUs faster; these are compounding exponentials… does not seem the exponential is stopping anytime soon… end of 2028, maybe sooner, will likely be more intellectual capacity inside data centers than outside of them” Codex / evolution of SWE: 2M+ users growing 25% per week. “Seeing teams of 5 ppl / 1 person + tens / hundreds / thousands of GPUs doing work of entire company engineering department. Codex can write large and complex code but now also do things like chip design where it is super human…” software engineer is now “manager of agents” Scientific discovery + new research: “Seeing beginning of AI discovering new science - still small but seeing early signs across mathematics, theoretical physics…" Models are not just learning distribution of data, we are "teaching them generalized ability to think and understand data and in general purpose way, how to reason about what comes next. It appears models have crossed this threshold and can make discoveries." Company of the future: “We will all want person making final decisions for accountability of company for a long time…" but "AI CEO can [talk to every person at company, be in every meeting, customer call, be an expert in every function]. The % of decisions relied on AI will go up [at your company] or a competitor who does rely more on AI will rise up.” Capital raise + strategic partnerships: “NVDA we have partnered with for decade - continue to lead with best chips. All training on NVDA. With partnership we get allocation to new chips we are excited about. AMZN we will take some Trainium in 2027 and 2028 which will further help us meet inference demand. Will work with them to distribute stable runtime environment for agents in the enterprise” Defense + government: "Really love and support our country, AI will be be important to defense" Did not rush into military work on classified networks but believes it's critical. "If I were running military and gov and had a bunch of AI companies saying we are about to build super intelligence which will be important for geopolitical power, but we are going to stop working with you - I would say (i) I need that tech and (ii) gov supposed to be more powerful than private companies." OAI effort was to de-escalate. DoW "very understanding and great partner" on red-lines re survelliance and autonomous weapons. Will deploy FDEs with clearance to make sure tech properly used. Three flash points of superintelligence: "(1) Are the companies developing AI or is the government more powerful? (2) How do you reconfigure economy when no one can outwork a GPU? (3) Who gets to decide the values we align superintelligence to? Have seen beginning of #1# - we believe we need to trust in democratic process which has gotten us so far over last 250 years” What people misunderstand about AI: "In general, I have found that the smarter someone is, the more they want to believe AI is going to hit a wall. Basis of this psychological flaw is understandable, the more you define yourself by intelligence, the more you are incentivized to say it can't do this." AI-native competition + adoption urgency: Companies used to only compete with competitors who adopted slowly too / they had same constraints like a “slow security org”. "Now you have to compete with not only current competitors but new companies that are mostly AI that do not have slow security org… “Next year I predict we'll talk about companies with 1/10th or 1/100th of the people and a ton of GPUs building entirely new types of competitors.”

Q1 2026 Shareholder Update We continued to make meaningful progress on the build out of the infrastructure & AI software that underpins our Robotaxi & future robotics businesses in Q1. That meant commencing the ramp of new factories across AI compute, battery & battery materials, as well as preparing lines for start of production of Megapack 3, Cybercab & Tesla Semi. Demand for our vehicles continued to grow in APAC & South America markets, with a rebound of demand in EMEA markets & North America. As trade and geopolitics become more uncertain, we're further regionalizing and vertically integrating critical supply chains to ensure access to key materials & componentry in each region across vehicle, energy & AI. Automotive – Optimizing our vehicle product portfolio with an emphasis on vehicles designed for a fully autonomous future – More affordable trims of Model 3/Y & rollout of Model Y L in markets outside of China – Began deliveries of Cybertruck in the UAE – Volume production of Cybercab & Tesla Semi this year Energy Generation & Storage – Good progress with new Megafactory outside Houston (will produce Megapack 3 for Megablock). Start of production on track for later this year – We began meaningful customer deployments of Tesla’s first in-house designed solar panel produced at Giga New York Robotics – Preparations for our first large-scale Optimus factory will begin shortly in Q2. First-gen line designed for 1M robots/year will replace Model S/X lines in Fremont Factory, second-gen line is being prepared at Giga Texas (long-term annual capacity of 10M robots/year) AI Training Compute – Cortex 2 is now online & has started running training workloads – Also ramping on-site training infrastructure to ensure sufficient compute resources for AI products & services – Continuing with custom silicon development (Dojo 3) to reduce training cost over time Battery – Ramping new battery & material factories, including LFP cells in Nevada, cathode material & lithium refining in Texas – Battery vendor cell availability continues to be a limiting factor on ramping vehicle production, so we're working on initiatives to de-bottleneck, including using 4680 cells at Giga Berlin Other Supporting Infrastructure – Giga New York is now producing V4 Supercharging cabinets (3x power density & 2x the number of stalls vs V3) – Alongside the ramp of Tesla Semi, we're deploying public Megachargers, including our first one in SoCal – Over 2,200 new Supercharger stalls, growing the network 19% YoY AI Software – FSD 14.3 launched in April – Upgraded Reinforcement Learning (RL) stage to better handle long-tail edge cases, enhanced the neural network vision encoder for sharper perception in low-vis scenarios & rewrote the AI compiler to accelerate model iterations & cut inference latency by 20% (faster reaction time for FSD!) This accelerates our efforts to eventually deploy unsupervised autonomy to both the Robotaxi fleet & customer owned vehicles – Digital Optimus: our next evolution of AI development. We're working on automating digital workloads, building an intelligence layer that will complement real-world AI in vehicles & robots AI Inference Compute – Expanding our scope of manufacturing to include semiconductor fabrication (coinciding with Robotaxi & Optimus ramps) = step towards ensuring sufficient & resilient chip supply – Partnership with SpaceX aims to build the largest chip fab ever, vertically integrating logic, memory & advanced packaging to allow for rapid iteration – Completed final chip design of AI5 (our next-gen inference processor) in April Automotive & Other Software – Rolled out Spring Update which includes a new Self-Driving app with tutorials & stats, "Hey Grok" wake word w/ location-based reminders, accent lights for blind spot alerts, updated Pet Mode & more Robotaxi – Paid Robotaxi miles doubled sequentially in Q1 – Cybercab will begin replacing Model Y fleet once in production & be the largest volume vehicle in the fleet over time – Continuing to lay the groundwork for expanding into new cities (testing, permitting), so we can launch quickly once ready. Safety remains top priority – Expanded unsupervised ops in Austin & launched in Dallas & Houston in April FSD Supervised – Record net new FSD subscriptions in Q1 – Received approval to deploy FSD Supervised in the Netherlands in April, clearing the path for potential approval in other EU countries – Continuing to make progress on approval in China Automotive Services – Safety Score v3.0 enables every mile driven with FSD Supervised engaged to receive a score of 100. Higher Safety Score over time = lower premiums for Tesla Insurance customers