Tesla Revolutionizing AI and Market of NVIDIA and AMD
Tesla is making significant strides in artificial intelligence (AI) development as the company plans to build a $500 million supercomputer called Dojo, powered by NVIDIA’s AI GPU circuits. Dojo is a specialized supercomputer platform designed by Tesla for machine learning and video training using the brand’s vehicle-generated video data. The supercomputer’s primary focus is to achieve “full autonomy” for Tesla vehicles, making it an essential element in the company’s success. Tesla requires immense computational power to advance AI and standardize autonomy in autonomous vehicles. The first Dojo supercomputer was launched last year but Elon Musk has even grander ambitions.
While the governor is right about the Dojo supercomputer, the $500 million figure, though substantial, is equivalent to only 10,000 H100 systems from Nvidia, valued at $10,000. Tesla will spend much more on Nvidia equipment this year. The stakes are high in the field of artificial intelligence…
In a tweet, Elon Musk revealed that Tesla plans to invest a considerable sum of money in the Dojo supercomputer as part of a new $500 million project at the Gigafactory in New York. Remarkably, Musk disclosed that this estimated amount would only cover the purchase of approximately 10,000 AI GPU H100 units from Nvidia, implying that Tesla will spend significantly more, potentially reaching “several billion dollars” at some point. This demonstrates the critical importance of Team Green’s H100 circuits in the industry as a crucial element in the transition to new generation markets driven by the power of artificial intelligence.
However, Nvidia is not the sole beneficiary, as AMD will also have a share of the pie this year. In response to a user’s question, Musk revealed that the company will also utilize AMD circuits, though the specific models were not mentioned. Based on market demand, they are likely to come from AMD’s Instinct MI300 series, with the MI300X model being the best fit.
This year, Nvidia will not be alone in benefiting from the AI market as AMD has managed to close the gap in terms of performance, industry interest, and even availability. We recently reported that AMD’s AI accelerator, the Instinct MI300X, is heating up competition in the market, corroborated by Tesla’s CEO.
The AI market is expected to undergo significant changes in 2024 with indications of rapid growth, thanks to continued investments. In this transformative process, providers such as AMD and NVIDIA will reap the greatest benefits, and we eagerly anticipate the competition that will unfold between them.
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The source of the article is from the blog radardovalemg.com