Elon Musk has said that Tesla has ambitious plans for AI, which will require it to more than double its usage of Nvidia’s flagship AI chips by the end of this year. He’s also said the company will be spending $10 billion on a combination of training and inference AI this year.
But CNBC reports that emails written by senior Nvidia staff paint a different picture, with thousands of chips sent to X (formerly known as Twitter) instead of Tesla. The emails also say that Musk’s comments about chip usage at Tesla conflict with Nvidia’s own sales forecasts.
While neither Nvidia, Tesla, nor X commented for the initial story, Musk later seemed to confirm the core of CNBC’s reporting in a series of posts on X. He said the decision to divert the chips was due to the currently incomplete state of the Tesla factory in Austin, Texas: “Tesla had no place to send the Nvidia chips to turn them on, so they would have just sat in a warehouse.”
Now you may be thinking: Does it really matter if thousands of chips end up at one Musk-owned company instead of another? Well, if you’re a Tesla shareholder, it might.
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