Elon Musk drops a surprise curveball on Nvidia
Key Points:
- Tesla CEO Elon Musk announced that the AI5 self-driving chips are nearly complete and the AI6 chip is already in development, with AI5 set for high-volume production in 2027, signaling Tesla’s push for more independent in-car AI inference hardware.
- Tesla is restarting its Dojo 3 AI training supercomputer project to re-enter large-scale AI training, aiming to complement its chip development and reduce reliance on Nvidia for training workloads.
- Nvidia launched "Alpamayo," an open-source autonomous vehicle AI toolkit, positioning itself as the default autonomy platform for many automakers by offering a full-stack, plug-and-play solution including hardware, software, and safety tools.
- Tesla focuses on a closed-loop ecosystem with proprietary chips, camera-first software