Musk snaps up Nvidia GPUs even as he builds Dojo. Finance bods foresee SaaSy AI, rivers of cash
Tesla's forthcoming Dojo supercomputer could add as much as $500 billion to the automaker's valuation – which currently sits at $875 billion - according to a Morgan Stanley Research note.on Dojo as it feels Tesla's development of custom silicon for the super will have applications well beyond development of full-self driving capabilities."Investors have long debated whether Tesla is an auto-company or tech company.
" And insert Dojo, presumably.Developed in-house by Tesla, at a cost of perhaps $1 billion or more, Dojo's architecture bears little resemblance to general purpose AI accelerators designed by the likes of Nvidia, AMD, and Intel. Instead, the entire system — compute, networking, IO, even the instruction set — were developed to process large quantities of telemetry gathered by the many sensors and camera built into Tesla vehicles.