Part 2/11:
Elon Musk himself has acknowledged that Tesla's Dojo could potentially rival or even surpass Nvidia’s dominance in GPU computing, though he admits it’s a long shot. Recently, Tesla has forecasted a massive jump in AI training capacity, aiming to reach 100 exaflops by Q4 2024—more than 20 times their current capacity of 4.6 exaflops. This projection implies an extraordinary growth rate, with a compounded annual growth of approximately 273% from 2021 to 2024.