Tesla has introduced a brand new $500 million mission to construct a large Dojo supercomputer cluster at Gigafactory New York in Bufallo.
Dojo is a brand new supercomputer designed from the bottom up by Tesla particularly to coach AI with movies.
The mission suffered important delays, but it surely appeared to be getting some momentum final yr because the first Dojo cluster got here on-line in the summertime.
Nonetheless, we additionally discovered that Tesla let go of a few of the program’s high management final month.
Moreover, CEO Elon Musk described the mission throughout Tesla’s earnings name this week as a “lengthy shot” with a “not a excessive chance” of success.
I might consider Dojo as a protracted shot. It’s a protracted shot value taking as a result of the payoff is doubtlessly very excessive. But it surely’s not one thing that could be a excessive chance.
On the identical time, Musk confirmed that Tesla is closely investing in NVIDIA AI processors to construct conventional supercomputer clusters to energy its AI efforts.
These new feedback about Dojo kind of threw some chilly water on this system for a lot of Tesla shareholders this week.
That’s why it’s shocking to now hear Tesla investing $500 million in a brand new Dojo cluster just some days later.
New York State Governor Kathy Hochul introduced the brand new mission in Bufallo this week, the place Tesla operates Gigafactory New York.
Musk shortly confirmed the information, however he added that Tesla is investing much more in NVIDIA {hardware}:
The governor is right that it is a Dojo Supercomputer, however $500M, whereas clearly a big sum of cash, is barely equal to a 10k H100 system from Nvidia. Tesla will spend greater than that on Nvidia {hardware} this yr. The desk stakes for being aggressive in AI are at the least a number of billion {dollars} per yr at this level.
The CEO additionally confirmed that Tesla goes to begin shopping for {hardware} for AMD as effectively.
Tesla is investing in all of the processing energy it may possibly purchase with a purpose to help its AI applications, like Full Self-Driving and Optimus.
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