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Tesla and Nvidia at the Helm of Innovation

In the fast-paced realm of technology, the synergy between pioneering companies like Tesla and Nvidia is poised to catalyze the next wave of innovation. Their strategic integration of super high computing power and artificial intelligence (AI) is set to make a monumental impact, propelling us into a future of unparalleled possibilities.

Empowering Tesla’s Journey with NVIDIA H100 GPU Cluster

As the sun rises on the horizon of innovation, Tesla stands ready to flip the switch on a colossal and substantial 10,000-unit NVIDIA H100 GPU cluster. This powerhouse endeavor is primed to reshape Tesla’s Full Self-Driving (FSD) capabilities. But beneath the surface, an intriguing question surfaces: What sets these new H100 GPUs apart from their predecessors, the A100 graphics processing units (GPUs), that Tesla has been harnessing in recent years? Let’s delve into the transformation.

NVIDIA A100: Forging the Path to Enhanced Performance

The A100 GPU made its debut three years ago in late 2020, heralding a staggering 20x performance leap over its predecessor. Crafted with a laser focus on high-performance computing and artificial intelligence (AI) workloads, the A100’s specifications lay the groundwork for groundbreaking advancement:

6,912 CUDA cores
432 tensor cores
40 GB or 80 GB of high-bandwidth memory (HBM2)
NVIDIA H100: Redefining the Boundaries

Emerging onto the scene in late 2022, the NVIDIA H100 GPU emerges as a harbinger of change. Commanding a price tag around $40,000, it touts capabilities up to 30x faster than the A100, with a staggering 9x acceleration in AI training. This graphics powerhouse, designed to cater to graphics-intensive tasks such as video training for FSD, holds a blueprint designed for scalability:

18,432 CUDA cores
640 tensor cores
80 streaming multiprocessors (SMs)
Intense energy consumption, surpassing A100
With a performance surge of over 5x compared to the A100, the H100 reverberates with the promise of revolutionary high-performance computing.

Dojo: Tesla’s Foray into Limitless Potential

The symphony of innovation doesn’t halt with the H100. Recognizing the growing demand for GPU resources, Tesla has ventured into the terrain of autonomous computing supremacy. With a staggering investment surpassing $1 billion, Tesla is constructing its own hyper-optimized supercomputer, aptly christened “Dojo.” This cutting-edge marvel employs custom-designed chips, propelling Tesla into a realm far beyond automotive boundaries.

Dojo’s grandeur doesn’t cease at FSD training; it orchestrates the training of Tesla’s entire vehicle fleet and processes data from these vehicles. Elon Musk himself hinted at the potential power shift: “Frankly…if they (NVIDIA) could deliver us enough GPUs, we might not need Dojo.”

As Tesla’s NVIDIA H100 GPU cluster ignites in tandem with the activation of Dojo, the celestial leap in computing prowess is undeniable. This audacious synergy thrusts Tesla’s capabilities into a stratosphere unmatched in the automotive arena.

Elon Musk’s Vision and the Odyssey Ahead

While the skies may currently be streaked with compute bottlenecks for Tesla’s FSD V12 end-to-end training, the dawn of an unconstrained future beckons. Elon Musk’s strategic vision is resolute: in 2023, Tesla plans to invest over $2 billion solely in training compute, with a repeat performance planned for 2024. The road ahead unfurls with exhilarating prospects as we brace ourselves for a tumultuous acceleration of progress.

In this enthralling chapter of technological evolution, Tesla and Nvidia wield their combined might to sculpt a future that is, quite literally, beyond the present realm of imagination. As the pieces of innovation align, we stand poised at the brink of an era where computational horsepower and AI finesse will steer the course of innovation, forever altering the trajectory of human progress. The journey has only just begun, and the future, electrifyingly bright, beckons us forward.

Are you bullish on $TSLA and $NVDA? If so, you are not alone.

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