Hi everybody and welcome back to another episode of the Elon Musk Podcast where we discuss all things technology entrepreneurship in the future of humanity. In today's episode, we'll be focusing on the recent news regarding Tesla's plan to ramp up the orders for its Dojo D1 supercomputer chips. This move is part of a larger strategy to advance Tesla's capabilities and artificial intelligence, particularly for their autonomous driving
technologies. Now these chips are manufactured by Taiwan Semiconductor Manufacturing Company, or TSMC, and according to insiders, Tesla has plans to double the D1 chip orders for the coming year. Firstly, let's talk about the Dojo D1 chips and what they are and why they're so important.
Tesla's D1 chips are application specific integrated Circuits or ASICS, specifically designed to enhance the capabilities of Tesla's Dojo Supercomputer. Now this machine is expected to play a critical role in the training of Tesla's driver assisted systems and their self driving AI models. And the main advantage here is that Tesla can more efficiently analyze extensive video data from its vast vehicle fleet, negating the need for manual human input.
This also represents a significant stride toward Tesla's aspirations for full self driving technology as well as other initiatives like dedicated robo taxis and
optimist robots. As Tesla rolls out more a I dependent projects, the Dojo D1 chip becomes an increasingly central component to the company's technological infrastructure and the Dojo supercomputer has the potential to advance not only Tesla's automotive applications, but could also be integrated into other autonomous systems in the future. Now moving on to the business of this report suggests that Tesla will be ordering 10,000 units of the Dojo D1 chip from TSMC for the upcoming year.
This is not just good news for Tesla, but also positive development for TSMC, which has seen an increase in its high performance computing or HPC related orders, partially fueled by Tesla's orders. And the dynamics between Tesla and TSMC are becoming increasingly symbiotic, benefiting both companies and pushing the envelope in supercomputing and AI. Now firstly, we need to understand the implications of Tesla shift away from NVIDIA.
For years, Nvidia's powerful GPUs have been the workforce for many companies in the tech industry, Tesla included. Nvidia's technology has been particularly critical in Tesla's development of machine learning algorithms for autonomous vehicles, and the strategic decision to ramp up the production of Dojo D1 chips marks a turning point for Tesla, allowing the company to have more control over its own
destiny. And the Dojo D1 chips are not just a piece of hardware, they represent Tesla's determination to control its own intellectual property and their own resources. Now let's talk about the supply chain. Here in the global semiconductor market, supply constraints have become a significant concern for tech companies and the recent chip shortages have demonstrated the vulnerabilities and relying too heavily on 3rd party
vendors. By investing in its own chips, Tesla is essentially laying the foundation for a more resilient and adaptable supply chain. This in house production capability gives Tesla an edge, enabling faster integrations of its technology and potentially leading to a quicker rollout of full self driving capabilities. Now on the future projection side, Tesla has ambitious plans for the Dojo supercomputer which serves as the brain Center for their Dojo D1 chips.
According to various reports, the next Gen. Dojo system is expected to be operational by 2024 with a target achieving 100 exaflops of compute power. This would not only make Dojo one of the most powerful supercomputers on the planet, but also give Tesla the computational capabilities required for sophisticated machine learning algorithms and data analysis. Now with a more powerful Dojo, Tesla's rate of innovation could accelerate, impacting everything from autonomous vehicles to
smarter energy solutions. Now the financial implications should not be overlooked either. This price tag associated with NVIDIA H100GP U's was reported to be around 300,000,000 for the setup that Tesla was considering. Now producing the Dojo D1 chips in house, despite the initial research and development costs, could end up being a more cost effective solution for Tesla in the long run.
In addition, having a proprietary chipset could become a new revenue stream for Tesla as they could eventually license this technology to other companies and sectors like robotics, healthcare, or even in aerospace. Now let's not forget that the Dojo supercomputer isn't exclusively for autonomous driving applications. Test the signals that the Dojo capabilities could be leveraged in other areas like robotics and different kinds of autonomous
systems. Tesla's hardware 4.0 self driving computer, another collaborative between test and TSMC, has been a significant component in the development of autonomous technology. And with such diverse applications, Dojo's future could very well make it a standard tool in the computational universe, applied in various sectors, requiring immense computational power and
machine learning capabilities. Tesla CEO Elon Musk has even disclosed plans to invest over $1 billion in the Dojo project by the end of 2024, underlining its critical role in Tesla's future and potentially the future of a I and robotics. Now, we can't have an Elon Musk podcast episode without touching on a little bit of controversy. Tesla is currently under federal investigation for allegedly misappropriating company funds to build a new mansion for Elon Musk.
And while this is indeed a critical issue that could affect Tesla's public image and even stock prices, it's essential to remember that this is still under investigation and nothing has been proven yet. Regardless of these challenges, the momentum behind Tesla's technological advancements like Dojo and the One Chips doesn't seem to be slowing down.
If anything, the accelerated investments indicate an unshakable belief in the company's vision into the future of autonomous systems and AI. Now, thank you so much for tuning into the Elon Musk podcast today. We found this episode informative and want to keep up with all things Elon Musk and all of his companies do. Please hit the subscribe button or the follow, but on your preferred podcast platform. Remember, the subscribing's Free, helps us out and takes just a second.
And until next time, this has been the Elon Musk podcast. My name is Will Weldon. Take care of yourselves and each other, and I'll see you in the next one.