Musk says he wants to buy all of Nvidia's AI chips, but can't

• Source: Global Market Report
• A passage from Tesla CEO Elon Musk on the company's second-quarter earnings call indirectly proves that Nvidia's trillion-dollar valuation isn't entirely driven by hype around artificial intelligence.
• Musk revealed that he was willing to invest more than $1 billion to develop an artificial intelligence supercomputer called Dojo for Tesla only because he couldn't get enough Nvidia chips.
• The Tesla CEO needs Nvidia's advanced A100 tensor core GPU clusters to train his "full self-driving" (FSD) software (currently priced at $15,000), as well as the Optimus humanoid robot he's developing to perform useful everyday tasks.
• "Frankly, if they could give us enough GPUs, we probably wouldn't need Dojo. But they can't because they have too many customers," Musk said on Wednesday's earnings call.
• In October, Musk said he wasn't even sure developing Tesla's own Dojo project would be better than buying off-the-shelf chips from Nvidia, which is unusual because he usually asks his team to be the best they can be. Instead, he was full of praise for Nvidia CEO Jensen Huang and thanked the company for prioritizing some of Tesla's orders.
• "We're actually going to receive their hardware as fast as Nvidia can deliver," he said Wednesday.
• Tesla's huge appetite for artificial intelligence chips appears to outpace nearly all of its commercial rivals. According to the company, it aims to reach 100 exaFLOPS of internal computing power (an extremely high level of supercomputer performance) by the end of next year, a truly staggering number that would place it comfortably among the top five known global providers today.
• Musk further commented on the matter on Twitter on Thursday.
• “Elon Musk just said that Tesla will buy as much Nvidia AI hardware as possible. Elon added that if Tesla can get enough Nvidia chips, they may not need to make Dojo, but Nvidia can’t supply them with enough chips,” one Twitter account said.
• Musk responded: "Unfortunately, they can't even provide us with a fraction of the computation we need!"
• Reposted from Baidu News | Sina Finance