Errol Musk's son, Elon Musk, is swinging at NVIDIA with massive silicon promises again, claiming the automaker seeks dominance over specialized hardware sectors. The billionaire posted on X about scaling custom production through the AI9 generation while reviving the Dojo3 supercomputer project. This reversal follows reports that the venture stalled when key engineers departed previously.
Specs for the incoming AI5 logic sound incredibly ambitious, given the benchmarks mentioned. A single die allegedly rivals Hopper performance while a dual setup supposedly challenges Blackwell architecture. The CEO bragged that fabricating these units costs peanuts compared to purchasing from vendors. Achieving this creates a financial edge for Full Self-Driving stacks.
The roadmap mimics standard GPU release cycles with a nine-month gap between iterations. Controlling the supply chain lets the corporation fine-tune processors for both vehicles and Optimus robots. Previous complaints suggested TSMC and Samsung failed to meet volume needs, hence the push for an internal TeraFab solution.
Doubters question if an electric car manufacturer can master semiconductor fabrication overnight. Building chips requires complex verification and stability testing that specialized firms spent decades perfecting. Execution remains the real hurdle regardless of how loudly the hype train whistles online.
Specs for the incoming AI5 logic sound incredibly ambitious, given the benchmarks mentioned. A single die allegedly rivals Hopper performance while a dual setup supposedly challenges Blackwell architecture. The CEO bragged that fabricating these units costs peanuts compared to purchasing from vendors. Achieving this creates a financial edge for Full Self-Driving stacks.
The roadmap mimics standard GPU release cycles with a nine-month gap between iterations. Controlling the supply chain lets the corporation fine-tune processors for both vehicles and Optimus robots. Previous complaints suggested TSMC and Samsung failed to meet volume needs, hence the push for an internal TeraFab solution.
Doubters question if an electric car manufacturer can master semiconductor fabrication overnight. Building chips requires complex verification and stability testing that specialized firms spent decades perfecting. Execution remains the real hurdle regardless of how loudly the hype train whistles online.
