➀ The 4680 battery, a key component for Tesla's cost reduction and new affordable models, faces production challenges. ➁ Tesla's relationship with Panasonic, its primary battery supplier, has deteriorated, leading to Tesla's decision to develop its own batteries. ➂ Despite advancements, the cost of 4680 batteries has not significantly decreased compared to competitors, affecting Tesla's competitive edge in the market.
Recent #Elon Musk news in the semiconductor industry
1. Elon Musk conducted a poll on his X account asking if Tesla should invest $5 billion into xAI startup. 2. The poll received 958,086 votes with 67.9% in favor and 32.1% against the investment. 3. The results will influence Tesla's decision pending board approval and shareholder vote.
❶ Elon Musk's Memphis Supercluster, powered by 100,000 liquid-cooled H100 GPUs, uses 14 massive mobile generators to bypass local power supply constraints. ❷ The Tennessee Valley Authority is set to provide 50 MW to the facility, but the full capacity of 100,000 GPUs requires additional power sources. ❸ The reliance on mobile generators raises concerns about environmental impact and the need for cleaner energy solutions.
❶ Elon Musk has shared photos of the Dojo D1 Supercomputer cluster, which is said to be equivalent to 8,000 Nvidia H100 GPUs for AI training. ❷ The Dojo D1 uses a system-on-wafer design and is manufactured by TSMC, aiming to handle AI machine learning and video training. ❸ Musk plans to have 90,000 Nvidia H100 chips, 40,000 Nvidia AI4, and Dojo D1 wafers running by the end of 2024, showcasing his significant investment in AI technology.
1. Elon Musk claims the 'Woke Mind Virus' led to the death of his son after gender transition and puberty blockers. 2. Musk criticizes the use of puberty blockers as sterilization drugs. 3. Musk vows to destroy the 'Woke Mind Virus' and has taken steps like purchasing Twitter and renaming it to X.
1. An assassination attempt was made on US President Donald Trump at a campaign rally in Pennsylvania. 2. Trump was grazed on the ear by a bullet, with blood seen on his ear and face. 3. Elon Musk expressed full endorsement for Trump and hoped for his rapid recovery.
1. Elon Musk's xAI startup is training its next-generation Grok 3 LLM model using 100,000 NVIDIA H100 AI GPUs. 2. Musk agreed with Cohere CEO Aidan Gomez's analogy of models training on each other's data as a 'human centipede effect'. 3. Grok 2 is set to release in August, with significant improvements in purging internet training data.
1. Elon Musk considers Apple's upcoming iOS 18 update and its AI integration a security violation.
2. Musk will ban all Apple devices at his companies if the update is implemented.
3. Visitors to Musk's companies must leave their Apple devices at the door in a Faraday cage.
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