It really seems like it Tesla CEO Elon Musk is pushing its automaker’s needs aside in favor of Twitter and His artificial intelligence company, xAI. It also looks as if musk will return in his April promise that thing Tesla will significantly increase the number of Nvidia H100s (the company’s flagship AI chip) it uses by the end of the year. He posted to Twitter a few days later that the automaker will spend $10 billion by 2024 “on combined training and AI interfaces.”
However, like so many things with Musk and Teslathis The promise was short-lived. A new email from a senior Nvidia employee has been shared widely within the company Hint to Musk gave an exaggerated picture of the number of chips the automaker would buy for shareholders, according to CNBC. Best of all, the email shows that musk may have moved a large batch of AI processors originally intended for Tesla to Twitter.
Here’s more information about the moves Multi-company CEO doing, from CNBC:
By ordering Nvidia to let private company The ability adds to delays in setting up the supercomputers that Tesla says it needs. to develop autonomous vehicles and humanoid robots.
“Elon prioritizes X H100 GPU cluster deployment at X over Tesla by redirecting 12K H100 GPUs shipped originally scheduled for Tesla to know. “In return, the initial X order of 12k H100 expected in January and June will be redirected to Tesla.”
A more recent email from Nvidia, from late April, said Musk’s comments on Tesla’s first-quarter call were “in conflict with bookings” and his April post about Spending $10 billion on AI also “conflicts with bookings and forecasts for fiscal year 2025.” The email addressed news of Tesla’s ongoing drastic layoffs and warned that the headcount cuts could cause further delays to the “H100 project” at Tesla’s Texas Gigafactory.
New information from the emails, read by CNBC, highlights the escalating conflict between Musk and some agitated Tesla shareholders, who question whether the billionaire CEO is fulfilling his obligations to Whether or not Tesla simultaneously runs a host of other companies that require his attention, resources, and enormous expenses. capital amount.
This latest move from musk play on Critics’ opinion is that Musk is only part-time CEO of Tesla because he has it too SpaceX, Neural connection, Boring company, Twitter and xAI were recently launched. His latter two companies are deeply interconnected, according to CNBC. musk said Twitter has a 25% stake in xAI, and the artificial intelligence company – to some extent – uses Twitter data centers to do some training and interfaces for language models big behind their Grok chatbot. That was his “rebellious” answer to Open AI’s ChatGPT.
Musk being distracted by other ventures has really hurt Tesla, and CNBC says its shareholders should be worried.
The company is facing a worrying sales decline partly due to its aging electric vehicle lineup and increasing competition. Its reputation has also suffered in the US, according to the Axios Harris Poll 100 survey, which attributed some of the slide to Musk’s “antics” and “political rants”.
Tesla’s stock price has fallen 29% this year.
Instead of discussing electric vehicle sales or the massive restructuring taking place at Tesla, Musk encouraged investors to focus on the future products he has been promising for years. but it hasn’t been done yet. That includes AI software to turn existing cars into self-driving vehicles, specialized robotaxis that can make money for owners, and driverless transportation networks.
“If someone doesn’t believe that Tesla is going to solve autonomy, I don’t think they should be an investor in the company,” Musk said on an April earnings call. “We will.” And we are.”
To achieve that, he said, Tesla needs a lot of Nvidia GPUs specialized for AI workloads and training. These chips are in limited supply due to skyrocketing demand from Google, Amazon, Meta, Microsoft, OpenAI and others.
