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The discussion shifts to how Tesla's compute power stacks up against competitors like Microsoft, Google, and Meta. Despite being behind in the overall number of GPUs, these competitors usually disperse their capabilities across various buildings, making seamless integration challenging. In contrast, Tesla houses its resources in a unified setting, significantly enhancing efficiency.
Google, while boasting a considerable number of chips, primarily relies on less potent TPU chips, which are inferior compared to Nvidia's offerings. Such discrepancies in chip integration and performance indicate that Tesla's method potentially leads to far superior outcomes in processing and response times.