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For the Dojo supercomputer
Tesla is going to spend a huge amount on Nvidia AI accelerators. We are apparently talking about several billion dollars this year alone.
Elon Musk, responding to a comment on social network X, said that the amount would be much more than $500 million, since for this money you can supposedly buy only about 10,000 Nvidia H100 accelerators, and the company needs more.
Tesla needs accelerators for its Dojo supercomputer. At the same time, in X, the head of the company noted that Tesla will also buy AMD accelerators, but obviously for a significantly smaller amount.
Recall that Nvidia now controls 70-90% of the entire AI chip market, and it is not a fact that the situation will somehow change in the near future.