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Tesla built Dojo, a custom training chip to compete with NVIDIA in data centers, but now it’s winding down the project. Why the shift, and what does this mean for Tesla? Frank Downing explains in the August webinar. Watch:

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ARK Funds

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18,881 просмотров • 9 месяцев назад •via X (Twitter)

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Elon Musk shares an update on Dojo: - Nvidia execution is impressive. Often hard to get Nvidia state-of-art GPUs. - Tesla will double down with Dojo to ensure training capability. - Elon sees a path to be competitive with Nvidia with Dojo. - “We really got to make Dojo work. And we will.”
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Elon Musk shares an update on Dojo: - Nvidia execution is impressive. Often hard to get Nvidia state-of-art GPUs. - Tesla will double down with Dojo to ensure training capability. - Elon sees a path to be competitive with Nvidia with Dojo. - “We really got to make Dojo work. And we will.”

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ELON: TESLA FUTURE'S HINGES ON THE AI5 CHIP PROJECT "The AI5 chip, which is going to be a great chip, all of Tesla hinges on that chip. That's the chip that is going into our next generation of self-driving cars, and it's also essential for the Optimus robot. So that chip program was in bad shape. It wasn't closing because it's quite an ambitious chip design, and it really wasn't on a path to success. And then we also had the Dojo program, which was doing okay but not on a path to be competitive with NVIDIA. So I collapsed the two programs into just one program, which is to get everyone focused on the AI5 chip, which is essential. Continue to use NVIDIA for training, but we need the AI5 inference chip, which is a very powerful chip, but it's also a very low-power chip. So it doesn't use a lot of power. Its performance per watt is extremely good. I think it's probably going to be at least 2 to 4 times better than NVIDIA performance per watt at the inference level in the car and the robot. And I don't know, 10% of the cost of an NVIDIA chip, something like that. So these are very important numbers to achieve." Source: Elon Musk, Baron Capital, Ron Baron, Tesla
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ELON: TESLA FUTURE'S HINGES ON THE AI5 CHIP PROJECT "The AI5 chip, which is going to be a great chip, all of Tesla hinges on that chip. That's the chip that is going into our next generation of self-driving cars, and it's also essential for the Optimus robot. So that chip program was in bad shape. It wasn't closing because it's quite an ambitious chip design, and it really wasn't on a path to success. And then we also had the Dojo program, which was doing okay but not on a path to be competitive with NVIDIA. So I collapsed the two programs into just one program, which is to get everyone focused on the AI5 chip, which is essential. Continue to use NVIDIA for training, but we need the AI5 inference chip, which is a very powerful chip, but it's also a very low-power chip. So it doesn't use a lot of power. Its performance per watt is extremely good. I think it's probably going to be at least 2 to 4 times better than NVIDIA performance per watt at the inference level in the car and the robot. And I don't know, 10% of the cost of an NVIDIA chip, something like that. So these are very important numbers to achieve." Source: Elon Musk, Baron Capital, Ron Baron, Tesla

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After burning billions of dollars over six years, Musk's plan for Tesla to compete with @Nvidia is now as dead as a Dojo. Musk hyped Dojo just two weeks before it was revealed that the program had failed. Was Musk knowingly hyping a failed product to pump $TSLA's stock price?
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After burning billions of dollars over six years, Musk's plan for Tesla to compete with @Nvidia is now as dead as a Dojo. Musk hyped Dojo just two weeks before it was revealed that the program had failed. Was Musk knowingly hyping a failed product to pump $TSLA's stock price?

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The corruption is next level… A few months ago Stockholm turned Tesla down to test FSD supervised in the city. The reason: ”we have a lot of other project up and running now, so we have no time for Tesla” Today: they want to have Waymo to testdrive in the city🤯 This is what they want:

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A $100 billion NVIDIA investment and a 10% AMD warrant deal. OpenAI is quickly becoming the gravitational center of the AI infrastructure race. Frank Downing covers OpenAI and more in the Q3 webinar.

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What does autonomous AI actually mean for engineering? In the Season 3 premiere of Advanced Insights, Mark Papermaster sat down with Alex Starr to unpack a shift that’s redefining how systems are designed, built and evolved. Watch the full episode on YouTube:
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There is a real connection to the huge increase in rapid data centers being built in America to mass surveillance Some of the largest data centers being built have direct CIA ties We might be witnessing the rise of the surveillance state right now and be thinking it’s about AI, but really it’s about monitoring every aspect of every American’s life and building profiles on them

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🚨🇺🇸 TESLA KILLS DOJO, BETS BIG ON SUPERCHIPS Elon just parked Tesla’s hyped Dojo supercomputer and is dropping $16.5B with Samsung to build AI5 and AI6 - next-gen inference chips designed for split-second decisions in self-driving cars and robots. Training the AI brains? That’s getting outsourced to NVIDIA. Tesla’s chips will live in-car, cutting latency, power use, and cost - a pivot from moonshot infrastructure to scalable, on-device intelligence. Wall Street flinched, but the strategy lines up with the industry’s shift toward leaner, faster AI hardware. If it works, Full Self-Driving and Optimus could get smarter, quicker - without Tesla burning billions on its own mega-computer. Source: OpenTools

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In this war the number one precision missile attacks were around data centers. So if you look at what was attempted by Iran, it was to knock out the data centers in various countries in addition to energy. So what do you need to fight tomorrow's war? Let's, let's say the Chinese wanna take over Singapore. That's pure AI. You're gonna use drones. We know that already. They're very effective, low cost. You're gonna take out data centers, chip manufacturing. When you start to think about investing, and that's what I'm thinking about, I hate warfare obviously, but what does this tell me? The country with the most capacity for data centers and AI, is going to win the wars in the future.

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