Part 10/16:
A common perception is that semiconductor chip shortages could hinder AI development. However, Elon Musk emphasizes that diversified sourcing and strategic partnerships—such as those with Samsung, TSMC, Nvidia, and AMD—mitigate this risk. Musk highlights Tesla’s proactive approach: securing multiple chip supply channels ensures they can continue to scale vehicle production and AI hardware without being overly dependent on a single supplier.
Furthermore, Machine learning and AI training compute requirements are evolving, with initial investments focusing on inference hardware due to its immediate importance. Musk notes that as chip technology advances, and with broad industry investment, supply bottlenecks are likely to diminish, enabling rapid scaling.