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Tesla DOJO Update · Elon Musk Podcast

• 0:01
  Hey everybody, welcome back to the Elon Musk podcast.
• 0:05
  This is a show where we discuss. The critical.
• 0:07
  Crossroads the shape. SpaceX.
• 0:09
  Tesla X, The Boring Company, and Neuralink and I'm your host Will
• 0:15
  Walden. If you want uninterrupted
• 0:17
  episodes of the Elon Musk podcast, please go to
• 0:20
  clubelon.supercast.com to find out how.
• 0:25
  There's a. Link in the show notes.
• 0:26
  So Tesla is intensifying its efforts in artificial
• 0:30
  intelligence by planning a new $500 million Dojo supercomputer
• 0:35
  at its Gigafactory in Buffalo, NY.
• 0:38
  Now, Tesla's broader ambitions here in the AI space show that
• 0:42
  it's moving beyond its core electric vehicle business, and
• 0:46
  the Dojo supercomputer is key for AI model training,
• 0:49
  showcasing the crucial role of computing power in AI
• 0:53
  advancements. Now the project to build a
• 0:56
  second Dojo computer is not only a significant step for Tesla,
• 0:59
  but also benefits its suppliers, notably NVIDIA and Taiwan
• 1:03
  Superconductor Manufacturing Company, or TSMC.
• 1:07
  Now VIDIA, which provided the GP US for Tesla's initial Dojo
• 1:11
  computer, is poised to benefit from the sales of thousands more
• 1:15
  GP US for the new installation, representing A considerable
• 1:19
  portion of the project's total cost and Nvidia's involvement in
• 1:23
  the Dojo project, It's expected to have a notable impact on its
• 1:26
  financials if the $500 million investment in GPU's.
• 1:30
  Were to occur in a single quarter.
• 1:32
  Would constitute about 3% of Invidia's revenue based on their
• 1:36
  third quarter fiscal 2024 earnings.
• 1:39
  Now this relationship underscores the symbiotic
• 1:42
  dynamic between Tesla's AI initiatives and Invidia's growth
• 1:46
  in the GPU market. Let's move on to TSMC, which the
• 1:51
  world's foremost computer chip manufacturer also stands to gain
• 1:55
  from Tesla's expansion into AI computing.
• 1:58
  TSMC provides chips for both NVIDIA GPUs and also Tesla's
• 2:02
  vehicles. Benefiting from the heightened
• 2:04
  demand for AI capabilities, the company anticipates its AI chip
• 2:08
  revenue to surge with projections of a 50% compound
• 2:13
  annual growth rate. Tesla's plans for further Dojo
• 2:17
  supercomputers, including Dojo 1.5, Dojo 2, and possibly Dojo 3
• 2:22
  or Dojo 4, show that they're continuously working for high
• 2:28
  performance computing in AI. Ongoing demand is crucial for
• 2:32
  both NVIDIA and TSMC, ensuring a steady flow of business from
• 2:35
  Tesla and potentially other tech firms investing in AI.
• 2:39
  Now, the importance of suppliers like NVIDIA and TSMC in the AI
• 2:43
  and computing ecosystem is increasingly evident.
• 2:46
  Their contributions to building critical components for
• 2:48
  supercomputers like Tesla's Dojo, show that there's an
• 2:51
  interconnected nature of the tech industry and the importance
• 2:55
  of strong supply networks for technological progress.
• 2:58
  Now, recent comments from Elon Musk, Tesla CEO, regarding the
• 3:02
  Dojo supercomputer have led to speculation about the project's
• 3:05
  progress and Musk's confidence in its success.
• 3:08
  And despite previously high expectations, Musk's current
• 3:12
  statement suggests possible challenges or even reassessments
• 3:16
  within the project itself. You know, Musk's somewhat
• 3:19
  confusing remarks on the Dojo project during an investor
• 3:22
  meeting have raised questions about Tesla's achievements in
• 3:25
  developing this supercomputer. These comments contrast with
• 3:29
  Musk's early enthusiastic narratives, hinting at potential
• 3:32
  obstacles or shifts in the project's trajectory.
• 3:37
  Now, Musk's approach to discussing Tesla's projects,
• 3:40
  including Dojo, show that he has a history of bold visions,
• 3:45
  excitement, sometimes in advance of concrete results.
• 3:49
  This strategy has kept Tesla in the spotlight, of course, even
• 3:52
  as some initiatives face prolonged development and also
• 3:56
  unforeseen challenges like the $25,000 low budget Tesla
• 4:01
  vehicle. Now, the discussion around
• 4:04
  Tesla's Dojo and Musk's recent statements show that there's
• 4:07
  been past instances where Musk used hype to garner interest
• 4:12
  even when projects were in very early stages, like Pre, Pre,
• 4:15
  Pre, Alpha. And this tactic has been
• 4:18
  effective in maintaining interest in Tesla's innovations
• 4:21
  and blowing up the stock, despite the complexities of
• 4:24
  bringing ambitious projects to fruition.
• 4:27
  Also, Tesla's stock performance has been influenced by various
• 4:30
  factors, including Musk's public actions and ambitious projects
• 4:33
  like Dojo. And despite these setbacks,
• 4:36
  there's still investor optimism about Tesla's potential impact
• 4:39
  on AI and autonomous driving has seen in market reactions to Dojo
• 4:43
  related news. Now, the evolving nature around
• 4:46
  Tesla's Dojo project, from groundbreaking supercomputer to
• 4:49
  current uncertainties, exemplifies the challenges and
• 4:52
  complexities of technological innovation and also building an
• 4:57
  AI model with thousands of GPUs. Now, Tesla invests millions of
• 5:03
  dollars in AI and supercomputing, and it not only
• 5:06
  impacts its business, but also shows that there's going to be a
• 5:10
  relevant AI increase across all industries.
• 5:13
  High performance computing is essential for advanced AI
• 5:16
  applications, and it shows that technology is shifting towards
• 5:20
  artificial intelligence for everything.
• 5:24
  For NVIDIA and TSMC, Tesla's Dojo project is indicative of
• 5:28
  larger industry trends where demand for AI and machine
• 5:31
  learning drives the need for specialized hardware and chip
• 5:33
  manufacturing capabilities. As Tesla pushes forward with its
• 5:37
  AI and supercomputing efforts, the collaboration with key
• 5:40
  partners like NVIDIA and TSMC will be critical.
• 5:44
  Now, their expertise in GPU's and chip manufacturing
• 5:47
  respectively, plays a vital role in realizing complex projects
• 5:50
  like the Dojo supercomputer in Buffalo, NY and Tesla's
• 5:56
  expansion into AI. More so than what they've
• 5:58
  already done with their vehicles in the development of Dojo
• 6:02
  supercomputers show that Tesla and Elon can work well with
• 6:08
  other companies, other suppliers to get the job done.
• 6:12
  And it's an unpredictable nature of cutting edge technology that
• 6:16
  keeps Dojo in check. There is complexities and
• 6:21
  uncertainties that accompany the forefront of the tech innovation
• 6:25
  and the tech industry. Hey, thank you so much for
• 6:30
  listening today. I really do appreciate your
• 6:32
  support. If you could take a second and
• 6:34
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  appreciate it. It helps out the show
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• 6:51
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  Com slash stage zero and please take care of yourselves and each
• 6:58
  other. I'll see you tomorrow.