'Sister Wood”: Tesla's artificial intelligence training—a 'winner takes all” opportunity

Cathie Wood, the "wooden sister", recently said that if Tesla succeeds in increasing artificial intelligence training, it will become the first company to launch a self-driving taxi platform nationwide.

Tesla (TSLA.O) CEO Elon Musk said in May this year that the profit margin of robot taxis could be as high as 70% or higher.

Ark Investment Company, a company owned by "Moujie", is full of confidence in Tesla's artificial intelligence development. The company on Friday evaluated opportunities for artificial intelligence-driven projects at the electric car maker.

Frank Downing, an analyst at Ark Investment Company, said on social platforms that if Tesla can achieve the goal of increasing its artificial intelligence training capabilities to 100 exaflops (tens of billions) between 2021 and 2024 , the company’s AI training capabilities are likely to grow at a compound annual growth rate of 273%.

Wood commented on this assessment: "If successful, this incredible computing speed will increase the possibility that Tesla will become the first company to launch a self-driving taxi platform nationwide."

According to them, this is an AI-driven opportunity to win by achieving SaaS-like profit margins. A healthy SaaS software as a service company should meet the indicator that the sum of growth rate and profit margin reaches 40%

Tangning stated in the post that on Artificial Intelligence Day 2022, Tesla expects to have their first self-developed supercomputer Dojo ExaPOD put into production by the first quarter of 23. As time goes by, Palo Al The number of ExaPODs at the engineering headquarters will be expanded to seven.

If the new computing power relies entirely on Dojo, rather than the Dojo-NVIDIA hybrid, the equivalent performance of 300,000 A100s is only a fraction of NVIDIA's expected computing power based on total A100 SXM shipments over the past 12 months. Technology media NextPlatform estimates sales of the various server GPUs Tesla is adding/replacing with Dojo at 350,000, and Downing assumes most of them will be A100s since H100s have started to surge recently.

(Photo source Tesla AI)

At Artificial Intelligence Day 2022, Tesla estimated that 4 Dojo cabinets (0.4 exaflops) could replace 4,000 A100s (1.2 exaflops) for automatic labeling. This is made possible by the increases in computing density and software optimization that Tesla expects to achieve. So either they haven't been able to achieve the optimization they think they are, or the training capabilities in 2024 may be even higher than shown in the chart (in terms of A100 equivalent capabilities).

Source: Financial Industry

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