I asked for sources on the "2024 is the year that Dojo would increase massively in scale" statement. $500M is significant but is it massive? Elon doesn't seem to think so at least compared to the rest of the industry. It's still a bet but a limited one. And Elon clearly changed his tune on Dojo in 2023-2024 given what the industry is doing.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Glad I bought some AMD last week. Chips are key to the AI boom (duh).
Intel and Microsoft deal is also new and interesting.
"Although neither company specified what the chips would be used for, Bloomberg noted today that Microsoft has been planning in-house designs for both processors and AI accelerators."
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www.theverge.com
Intel and Microsoft deal is also new and interesting.
"Although neither company specified what the chips would be used for, Bloomberg noted today that Microsoft has been planning in-house designs for both processors and AI accelerators."
Microsoft and Intel strike a custom chip deal that could be worth billions
Microsoft is a big win for Intel’s chip foundry business.
www.theverge.com
9 Shares > 3700 Shares > your Shares (fanbois and uber bulls)
... Deal with it you'll
that's the state ofTesla thesedays 
Well we don't know what 500M of Dojo compute is equivalent to. Nvidia charges 45k a chip for what cost them about 10k to make. They make 30-35k in gross profit a chip.
Dojo is designed in house so that makeup doesn't exist. With that being said, we can only guess Tesla is getting more compute for the money but who knows at this early stage. So is 500M for Dojo is the same as 2 billion dollars of Nvidia or is it 1:1 or worst than 1:1?
Jenson talked about AI being the future became a meme in semi stock world much like Elon talking about FSD. Many laughed at Jenson because they felt he was a stock pumper by just saying AI 200 times during every earnings call. It took them like over half a decade to finally realize the gains AI provided because before gaming(much like auto) dominated their earnings report.
Having a steady hand at the helm makes a world of difference. Hopefully FSD catapults Tesla stock someday.
Knightshade
Well-Known Member
Also note the 500M is the total over 5 years not 500M just in 2024.
And that's not 500M on "dojo chips" that's 500M for the entire install.
Governor Hochul Highlights Budget Investments in Western New York
Governor Hochul announced DRI and NY Forward winners, and that the University at Buffalo will host Empire AI, an artificial intelligence center.
I am glad you feel that way.
Who are you jabbing that needs to take the notes???
Stretch2727
Engineer and Car Nut
This will be a nice improvement. Other than Rivian does anyone offer an equivalent?
As has been commented before lot of Tesla employees commenting/answering questions on X.
As has been commented before lot of Tesla employees commenting/answering questions on X.
Artful Dodger
"Neko no me"
My mind is still in the Nvidia-ATI era
OpenGL on Win9x was a revelation... then DirectX ruined everything.
Cheers to the Nineties!
OpenGL on Win9x was a revelation... then DirectX ruined everything.
Cheers to the Nineties!
Bah!
NT 3.1 had it years earlier! Flowerpots FTW!
GrandEnigma
Member
Google’s TPU are a closer comparison to Dojo and those supposedly cost about $5k.
insaneoctane
Well-Known Member
Stock is still feeling punished. Doesn't participate per its gamma on good days. I guess this is the common "sideways trading" many have foretold which will simply continue...until it doesn't.
6 month performance is not a good look for us...
6 month performance is not a good look for us...
Well Rivian and Lucid didn't exactly do Tesla any favors with their earnings report, especially it's demand and not supply that's killing those companies. Given that context I think Tesla is hanging on pretty well today.
And yet when the inevitable correction comes, TSLA will go down with the rest of them.
Speaking of a correction, the fear and hype cycle around NVDA earnings this week is an obvious sign that we’re in dangerous territory… when the whole market hinges on the quarterly earnings of one company, or the words from one man named Jerome, it’s time to be cautious, not greedy, IMO.
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