AI5 - Tesla’s Next Supercomputer is Announced

Yesterday on X, Elon Musk announced HW5 (HardWare 5) which has been renamed to AI5 - a supercomputer that will have 10x the power that the current HW4 computer has…

The discussion around this announcement includes speculation about the potential applications of Al5, such as powering a dedicated CyberCab model, and questions about the upgrade path for existing Tesla vehicles with older hardware.

This update from Elon came in response to photos emerging of massive fans being installed at the Giga Texas data center cooling system.

The new data center will house 50,000 Nvidia GPUs for FSD training.

This is likely all a part of the new Tesla Master Plan 4.

Here are some additional notes from Elon when it comes to Tesla AI:

"Tesla is the leader in real-world Al - nobody even close taking in video and making decisions," he calls it Baby AGI. Tesla is also good at Chip Design eg in car in inference chip, Al 5 is new in car chip... just finished design. No chip on earth we would prefer to what we build ourselves"

"HW3 will continue but HW4 will begin - southside of Giga Factory - Hw4 cameras have 4-5x better resolution and is 3 to 8x better and have more to go to limits HW3. HW4 will be 5 x better. HW5 (AI5) will be 10x better than Hw4 next year. Same chip will go in Optimus!

"Very power efficient compute... in bot and car. HW 3 and 4 are only a few hundred watts"

"HW5 will go to 700-800 watts but contingent on complexity of the scene. At some pt the tesla fleet will be 100 million cars. Each car will have 1 kw of inference compute - this will rival AWS - 100w x 100M cars = 100 gw of compute when not in autonomous mode"

Tesla Gives Us a Sneak Peak of CyberCab Ride-Hailing

Rosalie Nathans, Sr. Growth Manager at Tesla shares with us her main insights from the Tesla shareholder meeting in Texas and gives a view of what CyberCab ride-hailing will look like.

Here’s the short preview video:

Add Your Email for Weekly Tesla Updates

Tesla Reincorporates in Texas

In the following image below you will see the official letter that Tesla Board Chair Robyn Denholm sent out to shareholders, updating them on the plans to officially reincorporate Tesla in Texas following the approval of Elon’s compensation package.

The main reason behind this exodus appears to be a Delaware judge's decision to nullify Musk's $56 billion pay package, which was deemed "unfathomable" and likely influenced by Musk's "superstar appeal" rather than the best interests of shareholders.

Musk didn't take this rejection lightly and launched a poll on X, asking if Tesla should move its legal home to Texas. The poll results were as predictable as a Tesla accelerating from 0 to 60 in under 2 seconds - over 87% voted in favor of the move.

The Insane Profit of Optimus Bots for Tesla Shareholders: $8,333 Per Share?

As Optimus bots get closer and closer to being offered to the public, top Tesla analysts have started to take a look at what that could mean for the stock price.

Here’s some of the notes from InvestAnswers:

Elon also weighed in and said that bots will first be rented out before they are sold.

Full FSD Hits Shanghai

Shanghai is allowing 10 Tesla vehicles to carry out tests of the company's most advanced autonomous driving software (FSD) to pave way for its rollout in China, local-government-backed The Shanghai Observer said on Friday.

Xpeng CEO Tests Tesla FSD To Prepare for Full China Launch

He Xiaopeng, chairman and CEO of Xpeng Motors, is visiting the US and has tested Tesla's FSD , as the software is set to be brought to China this year.

He said he experienced FSD V12.3.6 and hopes to borrow a vehicle with the latest V12.4.1 software.

Tesla Model Y Awarded #1 Most American Made Vehicle

The Tesla Model Y has once again been named the #1 “Most American-Made” vehicle in the US by Cars.com http://Ca2024 rankings.

The Tesla Model S and Model X also made it into the top 10 at spots #4 and #9 as well.

Tesla Sues Former Supplier in California

Tesla has sued its former supplier Matthews International in California federal court for allegedly stealing trade secrets related to Tesla's battery-manufacturing process and sharing them with its competitors.

Octopus Energy integrates with Tesla Powerwall, enabling lower bills for customers

London, 17th June 2024 - Octopus Energy today announces that Tesla Powerwall customers can unlock low-cost, green energy through Kraken.

Powerwall customers can maximise earnings by drawing cheap, clean energy from the grid when it is most abundant, and unloading onto the grid at peak times – all fully automated by the Kraken platform.

This integration allows Powerwall customers to access Octopus’ range of smart tariffs, including ‘Intelligent Octopus Flux’.