As noted introducing November 7's "Tesla teases new AI5 chip that will revolutionize self-driving" (TSLA): "Elon and chips go way back...."
From Barron's, November 24:
Tesla bulls see the company as a kind of tech conglomerate, making self-driving cars and energy storage systems, operating a large network of fast chargers in the U.S., and a small network of robo-taxis.
Tesla has another business, too: Artificial intelligence chip design.
“Most people don’t know that Tesla has had an advanced AI chip and board engineering team for many years,” tweeted Tesla CEO Elon Musk on Sunday. “That team has already designed and deployed several million AI chips in our cars and data centers. These chips are what enable Tesla to be the leader in real-world AI.”
Musk’s tweet was helping Tesla shares early Monday, as was a broad market rebound. The stock was 1.7% higher in premarket trading at $397.72, while S&P 500 and Dow Jones Industrial Average futures were up 0.3% and flat, respectively.
Designing chips can be valuable. Nvidia has turned its AI chip prowess into a $4.4 trillion market value. D.A. Davidson analyst Gil Luria has estimated that Alphabet’s internally designed chips, which can work with Nvidia chips on different workflows in an AI data center, are worth hundreds of billions....
....MUCH MORE
While the "AI5" chip story at top has a lot of links to previous posts, our most recent was November 16's "Elon Musk's secret fab plan: new US chip plant targets 2026 ramp"
