Tesla Unveils 10,000 GPU Supercomputer to Train Self-Driving Cars (1)
Tesla is about to flex some serious computing muscle with the launch of its supercomputer this week. This isn't just any machine; it's packed with 10,000 Nvidia H100 GPUs, making it one of the world's most powerful supercomputers. The main goal? To train Tesla's full self-driving (FSD) tech at lightning speed. But with Nvidia struggling to keep up with the demand for these GPUs, Tesla's not putting all its chips in one basket.
They're investing a cool $1 billion in their own supercomputer, Dojo. And if you thought Elon Musk was slowing down, think again. He's planning to splash out $4 billion on AI training over the next two years. Talk about driving innovation!
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Why not call it Mojo Dojo Computer House? This feeds directly into Teslas master plan of turning vehicles on the roads into 'robotaxis' once the software for driver-assistance is perfected. This would allow customers to pay either upfront or annual fees to access the technology (Annualize Recurring Revenue is a big driver of Enterprise Value) and also Tesla could operate its own fleet of robotaxis.
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