➀ OpenAI considered acquiring Cerebras in 2017 to reduce its reliance on Nvidia; ➁ The deal was shelved due to potential conflicts of interest; ➂ Cerebras is now preparing for an IPO and has raised $715 million.
Recent #Elon Musk news in the semiconductor industry
➀ Elon Musk's companies, Tesla and xAI, are investing heavily in AI training hardware; ➁ $10 billion worth of training compute capacity is expected to be online by the end of 2024; ➂ Investments in AI hardware are crucial for staying competitive in the AI industry.
➀ X, formerly Twitter, is facing a lawsuit from Wiwynn for $61 million in unpaid hardware bills. ➁ Wiwynn claims X failed to honor a 2014 Master Purchase Agreement. ➂ The dispute follows Elon Musk's cost-saving measures after acquiring Twitter in 2022.
➀ The 4680 battery, a key component for Tesla's cost reduction and new affordable models, faces production challenges. ➁ Tesla's relationship with Panasonic, its primary battery supplier, has deteriorated, leading to Tesla's decision to develop its own batteries. ➂ Despite advancements, the cost of 4680 batteries has not significantly decreased compared to competitors, affecting Tesla's competitive edge in the market.
❶ Elon Musk's Memphis Supercluster, powered by 100,000 liquid-cooled H100 GPUs, uses 14 massive mobile generators to bypass local power supply constraints. ❷ The Tennessee Valley Authority is set to provide 50 MW to the facility, but the full capacity of 100,000 GPUs requires additional power sources. ❸ The reliance on mobile generators raises concerns about environmental impact and the need for cleaner energy solutions.
❶ Elon Musk has shared photos of the Dojo D1 Supercomputer cluster, which is said to be equivalent to 8,000 Nvidia H100 GPUs for AI training. ❷ The Dojo D1 uses a system-on-wafer design and is manufactured by TSMC, aiming to handle AI machine learning and video training. ❸ Musk plans to have 90,000 Nvidia H100 chips, 40,000 Nvidia AI4, and Dojo D1 wafers running by the end of 2024, showcasing his significant investment in AI technology.
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