Tesla Shifts Dojo Focus Toward AI Inference Chips

26 days ago

SPEAKER_02

"But I also think that, more importantly, it's probably this, that Tesla has always made its own AI inference chips that are essentially in the car... And Tesla knows exactly what they want from the inference chip because they're building the software that's going to run on the chip."

The discussion highlights Tesla’s strategic pivot from developing a full Dojo training supercomputer to focusing on producing AI inference chips. This shift underscores Tesla's aim to optimize real-time decision making for autonomous vehicles and robotics while reducing reliance on external suppliers like NVIDIA. Investors should consider how this move could enhance cost control, efficiency, and competitive positioning in the rapidly evolving AI and autonomous driving space.

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