Part 14/17:
Jensen Huang of Nvidia reinforces the importance of the “AI stack”—energy, chips, infrastructure, models, and applications. Tesla’s vertical integration across this stack is viewed as a formidable barrier to competitors, enabling operational efficiencies and economic advantages in robo-taxi operations and autonomous robots.
Tesla’s approach encompasses developing proprietary silicon, leveraging in-house data centers, and optimizing supply chains. This “integrated architecture,” in contrast to industry norms of outsourcing hardware and AI infrastructure, provides Tesla with a potentially competitive edge in profitability and scalability.