Recent #Elon Musk news in the semiconductor industry

10 months ago
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.
Battery TechnologyElon MuskTesla
11 months ago
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.
AIData centerElon Musk
11 months ago
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.
AIElon MuskTesla