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What elevates this confidence further is Musk's mention of Dojo, Tesla's advanced neural network training supercomputer. His remarks suggest that Tesla's in-house infrastructure for AI training could be a game-changer, positioning Tesla to potentially outperform established industry players like Nvidia.
The Future of Dojo and Competition
Musk's insights into Dojo reveal a nuanced outlook. He is optimistic about Tesla's architecture for neural network training but admits that competition—particularly against Nvidia's rapidly evolving GPUs—is still a question mark. The Tesla team believes that their architectural approach to Dojo is poised to outcompete Nvidia's offerings, but the actual effectiveness depends heavily on execution.