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Tesla, meanwhile, plans to deploy its own supercomputer cluster capable of reaching or exceeding 85,000 H100 GPU equivalents by year-end 2024, with future growth projected for 2025. These efforts represent an arms race in raw compute capacity, essential for pushing the boundaries of AI complexity and performance.
Strategic Separation and Talent Allocation
Despite the large investments and technological parallels, industry insiders note that Tesla and XAI operate largely independently. This separation allows each entity to focus on its core competencies: Tesla on hardware integration, autonomous systems, and applied AI, and XAI on foundational research into general intelligence.