The CEO claims Tesla is achieving some record-breaking performance with its next-en AI chip.
Sizing for ~130MW of power & cooling this year, but will increase to >500MW over next 18 months or so. Aiming for about half Tesla AI hardware, half Nvidia/other. Play to win or don’t play at all.
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Musk confirmed that Tesla plans to use both its own hardware and Nvidia’s, as well as other suppliers.
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Things are getting a little unclear as Musk seems to also imply that Tesla will use some of its HW4 computers for the training clusters