Tesla’s AI training compute capacity increased by 130 percent in Q1 2024 alone. However, if Elon Musk’s ambitions pan out, this capacity is heading for a nearly 500 percent increase through 2024. This is not accurate. Tesla would be second highest and X/xAI would be third if measured correctly. — Elon Musk (@elonmusk) April 8, 2024 We noted in a previous post that Tesla likely owns between 30,000 and 350,000 units of NVIDIA’s H100 GPUs, based on Elon Musk’s comments in the above X post. Today, as part of its Q1 2024 earnings deck, Tesla revealed that its AI training […]
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