The Real Reason Elon Musk is Building The DOJO Supercomputer

Why Tesla needs their own Dojo AI training computer to rival Nvidia

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[godassasin]

2:35 bro said "threatening to buy" like it's a terrorist action 😂

[CycleGirl-]

NVidia is reporting about 74% gross margin on H100s. If Dojo offers similar performance / manufacturing cost, that's an incredible savings for Tesla and could give them a serious competitive advantage in offering AI services compared to companies relying on NVidia.

[franklinmargolis]

My basic contention for past 3 months… DOJO is going to be mass produced for colocation of a data center where FSD is accepted. Keeps sensitive driving data within a country/region. All while creating useful self driving program for the inference computers in the car reflecting local rules, signs, customs and habits of drivers.

[danharold]

The NVIDA H100s are not generic multi purpose chips. They are not even general purpose GPU chips. They are more specialized than that. DoJo is said to be a better fit for what Tesla is doing. I have no reason to doubt that.

[MrSchweppes]

xAI's supercomputer in Memphis consists of 100, 000 H100s only. It's not a mix of H100 and H200 GPUs. If it were, Elon would have emphasized this in his tweet on July 22, when the training of Grok 3 began.

[ezbody]

Musk is busy again, building another super duper something or another, sleeping on the office floor, no more time for tweeting every other second.
What a hero, how lucky we are to live in his presence. Amen 🙏

[MrNaders]

Great informative video as always 🚀 keep it up 🔥

[oidbio]

A generic multi purpose chip like those from Nvidia? Nvidia’s chip can be adapted to work efficiently with any training regime

[pawelkapica]

I want to see him actually finish a thing he promised instead of hyping up the next cash grab.

[edfrancis]

Be aware that Tesla has serious employee headcount requirements in Buffalo, so they are business there wherever practical.

[lmnkzky]

What would happen if TSMC suddenly for some reason stopped producing chips?

[johannesdolch]

Elon said very clearly that Dojo is a hedge against not getting the chips they need.

[yiuudub]

Maybe there is a kW per Gigaflop issue - Elon did mention how much power a DOJO stack took, and he didn't say how it compared with NVidia.

[realjoecast]

My understading, Qualcom is making devices that are hitting personal devices that seem to be doing just as good as actual GPUs with higher efficiency pound for pound. someday they may catch up in this space. I could be wrong though.

[amondhawes-khalifa]

All the biggest billionaires and trillion dollar companies racing toward ultrapowerful supercomputers and ASI, and everyone else is just watching like, "I guess we're headed for the season finale now, huh?"

[paulmcgreevy]

Not sure why you think Tesla isn’t collecting data in other territories? Vehicles collect data regardless of FSD subscription.

[stillpaints]

Back in 2019 crypto mining created a large portion of the demand for GPUs.

[TheStatechamp]

There won’t be a single Dojo chip sold to a 3rd party unless Elon has a supercluster twice as big as any other hyperscaler

[Xibot]

Teslas biggest competitor is BYD and NVIDIA has already partnered with them to install AI driving systems in their cars.

[jarodmoves]

Very good video. You are a great site to learn how to present information. Many site waste a lot of time. Keep it up!