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Tesla has introduced a brand new $500 million venture to construct a large Dojo supercomputer cluster at Gigafactory New York in Bufallo.
Dojo is a brand new supercomputer designed from the bottom up by Tesla particularly to coach AI with movies.
The venture suffered important delays, however it appeared to be getting some momentum final 12 months because the first Dojo cluster got here on-line in the summertime.
Nonetheless, we additionally realized that Tesla let go of a number of the program’s prime management final month.
Moreover, CEO Elon Musk described the venture throughout Tesla’s earnings name this week as a “lengthy shot” with a “not a excessive likelihood” of success.
I might consider Dojo as a protracted shot. It’s a protracted shot price taking as a result of the payoff is probably very excessive. But it surely’s not one thing that could be a excessive likelihood.
On the similar time, Musk confirmed that Tesla is closely investing in NVIDIA AI processors to construct conventional supercomputer clusters to energy its AI efforts.
These new feedback about Dojo type of threw some chilly water on this system for a lot of Tesla shareholders this week.
That’s why it’s stunning to now hear Tesla investing $500 million in a brand new Dojo cluster only a few days later.
New York State Governor Kathy Hochul introduced the brand new venture in Bufallo this week, the place Tesla operates Gigafactory New York.
Musk shortly confirmed the information, however he added that Tesla is investing much more in NVIDIA {hardware}:
The governor is appropriate that this can be a Dojo Supercomputer, however $500M, whereas clearly a big sum of cash, is just equal to a 10k H100 system from Nvidia. Tesla will spend greater than that on Nvidia {hardware} this 12 months. The desk stakes for being aggressive in AI are not less than a number of billion {dollars} per 12 months at this level.
The CEO additionally confirmed that Tesla goes to begin shopping for {hardware} for AMD as properly.
Tesla is investing in all of the processing energy it could possibly purchase as a way to help its AI packages, like Full Self-Driving and Optimus.
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