Tesla's FSD Revolution: Unveiling the New HW 4.5 and Unsupervised Robotaxis (2026)

Tesla's FSD Hardware 4.5: A 3-Chip Upgrade Before AI5?

January 23, 2026

By Karan Singh

The Big Reveal: Tesla's FSD Hardware 4.5

New insights from the Tesla Electronic Parts Catalog reveal that Tesla is likely preparing to release, or has already begun using, a new HW 4.5 FSD computer in new cars. This upgrade could be a significant step up in computing power, marking a potential shift from minor revisions to a more substantial enhancement.

The Findings

The new component, explicitly listed in the official Tesla Electronic Parts Catalog, has been spotted by an eagle-eyed observer, Todd deRego. The part is named 'CAR COMPUTER - LEFT HAND DRIVE - PROVISIONED - HARDWARE 4.5' with the part number 2261336-S2-A and a price tag of $2,300.00, similar to other FSD computers on the EPC.

The 3-SoC Theory

Longtime Tesla firmware hacker Green offers an intriguing insight. While he hasn't physically inspected the new units, he notes that Tesla's firmware has long referenced a 3-SoC (System-on-Chip) design. Historically, Tesla's FSD computers (HW3 and HW4) have used a dual-SoC design, providing redundancy. If HW4.5 is indeed a 3-SoC architecture, it opens up new possibilities.

Why 3?

The third node in a 3-SoC setup could offer several benefits. Firstly, it enhances raw throughput, enabling larger and more complex inference models. As FSD models grow exponentially in size, a 3-SoC setup allows Tesla to split the inference load across more silicon, running larger, more intelligent neural networks.

Secondly, it introduces Triple Modular Redundancy (TMR). In a 2-chip system, disagreements can lead to safe disengagement and red-hands takeover warnings. With a 3-chip system, Tesla can implement TMR, allowing the system to 'vote' to ignore errors and continue driving smoothly, adding an extra layer of safety.

A Bridge to AI5

With AI5, Tesla's next-generation FSD chip, set for production later in 2026 and volume production in 2027, there's a gap in computing power. Software often outpaces hardware, and HW4.5 could be a stopgap until AI5 is ready.

Tesla's Robotaxi Revolution

In a historic milestone, Tesla has launched unsupervised Robotaxi rides in Austin, Texas, marking a significant step towards true driverless public transit. The company has removed the safety monitor from these vehicles, but is still monitoring them visually from a distance.

AI5: The Next Big Thing

Elon Musk confirms that AI5 will be a very capable chip, comparable to NVIDIA's $30K server chip in performance. Made in Texas, AI5 will power the cars and likely be the last major vehicle chip, with Tesla's Dojo 3 (AI6) focusing on server and inference training.

The Future of Tesla

With AI5, Tesla aims to advance FSD and solve existential challenges, ensuring its future success in the autonomous vehicle market.

Tesla's FSD Revolution: Unveiling the New HW 4.5 and Unsupervised Robotaxis (2026)
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