Part 8/13:
Tesla is increasingly viewing its AI and inference hardware as a service platform, akin to cloud computing giants. The call explored ideas of renting out inference compute capacity—potentially earning thousands per vehicle annually—by utilizing the vehicle’s hardware during idle periods.
Simultaneously, the concept of "Dojo as a service" surfaces, where Tesla’s massive distributed supercomputer could be offered externally. This setup would enable AI training and inference at unprecedented scale, generating substantial revenue.
Particularly compelling is the notion that Tesla's vehicles, optimized for this AI workload, could operate as part of a "powerful computing cluster," with built-in cooling efficiencies that dramatically reduce operating costs.