Part 4/11:
Tesla’s move into in-house chip development raises questions about Nvidia’s dominance in AI hardware. Currently, Nvidia's GPUs power the vast majority of AI training centers globally, a position Musk’s Tesla aims to challenge.
Josh emphasizes that Tesla’s strategy is to build an all-encompassing hardware system that could potentially eliminate dependence on Nvidia. With plans to ramp up manufacturing via TSMC, Tesla is pushing towards creating chips that are more energy-efficient and cost-effective, capable of servicing complex models without breaking the bank.