Tesla has a path to economies of scale: they already announced that if Dojo works as expected they'll make it available to others as an AWS-style service.
Which is brilliant: they might end up making money on this.
AI is clearly here to stay. The demand for AI training will clearly explode in the future.
Running training in-house is not easy or cheap. You don't just plug in 1000 NVIDIA GPUs. You need massive up-front payment for GPUs and you're basically running your own extremely energy hungry datacenter .
Tesla might built and operate massive datacenters. They'll use as much as they need for internal needs and sell the remaining capacity to others.
This might take 5 years but the path to do it is clear.
Which is brilliant: they might end up making money on this.
AI is clearly here to stay. The demand for AI training will clearly explode in the future.
Running training in-house is not easy or cheap. You don't just plug in 1000 NVIDIA GPUs. You need massive up-front payment for GPUs and you're basically running your own extremely energy hungry datacenter .
Tesla might built and operate massive datacenters. They'll use as much as they need for internal needs and sell the remaining capacity to others.
This might take 5 years but the path to do it is clear.