Hi everybody and welcome back to another episode of the Elon Musk
Podcast where we discuss all things technology
entrepreneurship in the future of humanity.
In today's episode, we'll be focusing on the recent news
regarding Tesla's plan to ramp up the orders for its Dojo D1
supercomputer chips. This move is part of a larger
strategy to advance Tesla's capabilities and artificial
intelligence, particularly for their autonomous driving
technologies. Now these chips are manufactured
by Taiwan Semiconductor Manufacturing Company, or TSMC,
and according to insiders, Tesla has plans to double the D1 chip
orders for the coming year. Firstly, let's talk about the
Dojo D1 chips and what they are and why they're so important.
Tesla's D1 chips are application specific integrated Circuits or
ASICS, specifically designed to enhance the capabilities of
Tesla's Dojo Supercomputer. Now this machine is expected to
play a critical role in the training of Tesla's driver
assisted systems and their self driving AI models.
And the main advantage here is that Tesla can more efficiently
analyze extensive video data from its vast vehicle fleet,
negating the need for manual human input.
This also represents a significant stride toward
Tesla's aspirations for full self driving technology as well
as other initiatives like dedicated robo taxis and
optimist robots. As Tesla rolls out more a I
dependent projects, the Dojo D1 chip becomes an increasingly
central component to the company's technological
infrastructure and the Dojo supercomputer has the potential
to advance not only Tesla's automotive applications, but
could also be integrated into other autonomous systems in the
future. Now moving on to the business of
this report suggests that Tesla will be ordering 10,000 units of
the Dojo D1 chip from TSMC for the upcoming year.
This is not just good news for Tesla, but also positive
development for TSMC, which has seen an increase in its high
performance computing or HPC related orders, partially fueled
by Tesla's orders. And the dynamics between Tesla
and TSMC are becoming increasingly symbiotic,
benefiting both companies and pushing the envelope in
supercomputing and AI. Now firstly, we need to
understand the implications of Tesla shift away from NVIDIA.
For years, Nvidia's powerful GPUs have been the workforce for
many companies in the tech industry, Tesla included.
Nvidia's technology has been particularly critical in Tesla's
development of machine learning algorithms for autonomous
vehicles, and the strategic decision to ramp up the
production of Dojo D1 chips marks a turning point for Tesla,
allowing the company to have more control over its own
destiny. And the Dojo D1 chips are not
just a piece of hardware, they represent Tesla's determination
to control its own intellectual property and their own
resources. Now let's talk about the supply
chain. Here in the global semiconductor
market, supply constraints have become a significant concern for
tech companies and the recent chip shortages have demonstrated
the vulnerabilities and relying too heavily on 3rd party
vendors. By investing in its own chips,
Tesla is essentially laying the foundation for a more resilient
and adaptable supply chain. This in house production
capability gives Tesla an edge, enabling faster integrations of
its technology and potentially leading to a quicker rollout of
full self driving capabilities. Now on the future projection
side, Tesla has ambitious plans for the Dojo supercomputer which
serves as the brain Center for their Dojo D1 chips.
According to various reports, the next Gen.
Dojo system is expected to be operational by 2024 with a
target achieving 100 exaflops of compute power.
This would not only make Dojo one of the most powerful
supercomputers on the planet, but also give Tesla the
computational capabilities required for sophisticated
machine learning algorithms and data analysis.
Now with a more powerful Dojo, Tesla's rate of innovation could
accelerate, impacting everything from autonomous vehicles to
smarter energy solutions. Now the financial implications
should not be overlooked either. This price tag associated with
NVIDIA H100GP U's was reported to be around 300,000,000 for the
setup that Tesla was considering.
Now producing the Dojo D1 chips in house, despite the initial
research and development costs, could end up being a more cost
effective solution for Tesla in the long run.
In addition, having a proprietary chipset could become
a new revenue stream for Tesla as they could eventually license
this technology to other companies and sectors like
robotics, healthcare, or even in aerospace.
Now let's not forget that the Dojo supercomputer isn't
exclusively for autonomous driving applications.
Test the signals that the Dojo capabilities could be leveraged
in other areas like robotics and different kinds of autonomous
systems. Tesla's hardware 4.0 self
driving computer, another collaborative between test and
TSMC, has been a significant component in the development of
autonomous technology. And with such diverse
applications, Dojo's future could very well make it a
standard tool in the computational universe, applied
in various sectors, requiring immense computational power and
machine learning capabilities. Tesla CEO Elon Musk has even
disclosed plans to invest over $1 billion in the Dojo project
by the end of 2024, underlining its critical role in Tesla's
future and potentially the future of a I and robotics.
Now, we can't have an Elon Musk podcast episode without touching
on a little bit of controversy. Tesla is currently under federal
investigation for allegedly misappropriating company funds
to build a new mansion for Elon Musk.
And while this is indeed a critical issue that could affect
Tesla's public image and even stock prices, it's essential to
remember that this is still under investigation and nothing
has been proven yet. Regardless of these challenges,
the momentum behind Tesla's technological advancements like
Dojo and the One Chips doesn't seem to be slowing down.
If anything, the accelerated investments indicate an
unshakable belief in the company's vision into the future
of autonomous systems and AI. Now, thank you so much for
tuning into the Elon Musk podcast today.
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And until next time, this has been the Elon Musk podcast.
My name is Will Weldon. Take care of yourselves and each
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