Latest about tesla
Elon Musk says that he'll have 90,000 Nvidia H100s, 40,000 AI4 chips, and the equivalent of 8,000 H100 GPUs in Dojo D1 processors by the end of 2024.
The massive data centers use liquid cooling for top performance.
Additional details about Tesla's Dojo SoW emerged at TSMC's North American Technology Symposium.
TSMC plans to integrate HBM4 with system-on-wafer designs in 2027.
CHIP Act funding arrives, hastens the need to get IFS customers lined up.
Tesla is expected to use TSMC's performance-enhanced N3P technology for its next-generation autonomous driving processor.
GPU veteran Raja Koduri claims that the flexibility of GPUs means they are not going to be replaced by custom silicon any time soon.
Tesla looks like it is building on its initial orders for Dojo D1 ASICs, reducing its dependency on Nvidia-powered supercomputing.
