By Badar Shaikh
Publication Date: 2026-01-08 13:01:00
Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk stated on Monday that the EV maker would have had to spend twice as much on buying AI hardware from Nvidia Corp. (NASDAQ:NVDA) to train its systems if it weren’t for the company’s AI4 chipset.
Musk also shared that Tesla was making close to two million cars annually and growing, all of which boast Tesla’s “dual SoC AI4, 8 cameras, redundancy in steering actuation and others systems, high bandwidth communication, etc.”
“By the end of this year, Tesla will have spent ~$10B cumulatively just on Nvidia hardware for training,” the billionaire said.
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Musk also added that while Nvidia was providing “helpful tools” to automakers, the industry as a whole is “doing very little” to develop self-driving technology.
Nvidia is providing helpful tools to the automotive industry, but the automotive industry is doing very little on their own
By the end of this year, Tesla will have spent ~$10B cumulatively just on Nvidia hardware for training.
We combine that with our own AI4 chips for…
On Tuesday, user @jamesdouma shared his thoughts on Nvidia’s technology and whether it could pose a challenge to Tesla’s Full Self-Driving (FSD) system, stating that it isn’t possible and providing an in-depth analysis of the technology.
“There is no scenario in which a company building on top of this new development kit will even slightly dent Tesla’s Robotaxi market opportunity,” the…
