Part 6/13:
Tesla’s investment in AI hardware is unprecedented. Reports indicate Tesla has surpassed initial projections of 100 exaflops of computing power, with some estimates suggesting they now operate at over 400 exaflops—making Tesla a formidable player in AI hardware, second only to giants like Meta and advanced supercomputers.
Tesla’s development of custom AI chips and the integration of advanced AI models, such as the recently announced “Grock 1.5,” is yielding breakthroughs like real-time video understanding and scene comprehension—crucial for safe and reliable autonomous driving. These chips enable Tesla vehicles, including existing fleet models, to potentially become “robotaxi ready,” boosting their value and utility.