Part 8/13:
The Investment in AI and Data Infrastructure
Tesla's heavy investment in AI hardware and data centers is another key component. The company's efforts include:
Dojo: Tesla’s proprietary supercomputer for neural network training, currently in production and expanding rapidly. Recent partnerships with TSMC indicate that Tesla is developing advanced, wafer-scale 3D stacking chips that could surpass Nvidia in AI training performance.
The new $500 million Dojo cluster being built in Buffalo, New York, at Niagara Falls, is designed to serve as a cutting-edge AI hub. This facility demonstrates Tesla's commitment to controlling its own compute infrastructure, crucial for training both autonomous driving models and humanoid robots.