Musk is starting to paint pies again?

虎嗅APP

2024-06-23 13:09Posted on the official account of Zhejiang Tiger Sniff APP

Produced by丨Tiger Sniff Automobile Group

Author丨Xiao Man

Header picture丨Visual China

Musk is playing a big game of chess.

Recently, Elon · Musk said on social platforms that HW5 will be named AI5 and will be launched in the second half of 2025, with 10 times the performance of HW4.0 and about four times the energy consumption of HW3 and HW4.

At the same time, Tesla is embarking on an AI supercluster that will grow to more than 500 megawatts, making it one of the largest in the world.

Combined with various measures, Musk is increasing the layout of computing power, which is in line with the extremely high computing power demand required for Tesla's autonomous driving.

Although Musk said that the computing power of AI5 will be 10 times that of HW4.0, the official data of HW4.0 has not been officially announced. According to the data of the actual machine disassembly test of some foreign enthusiasts, the computing power of HW4.0 is between 300TOPS-500TOPS, which can be estimated that the computing power of the AI5 platform may reach 3000-5000 TOPS.

You must know that the computing power of NVIDIA Thor has only reached 2000 TOPS, which shows the fierce computing power of AI5.

As the latest generation of computing power platform, it is speculated that AI5 may not be launched for the realization of FSD, but for the computing power layout of Robotaxi and humanoid robot Optimus.

Not only that, but Musk is also carrying out a larger computing power layout plan - xAI plan.

According to known information, xAI plans to be a "supercomputing factory" that will connect up to 100,000 dedicated training chips into a single mainframe computer, and its computing power will grow to more than 500 megawatts, which could become the world's largest supercluster, which is expected to be operational by the fall of 2025.

Previously, Musk said that he would use a supercomputer consisting of Nvidia's flagship H100 GPU, but he recently said that he "wants to use 50% of Tesla's AI hardware, with the other half provided by NVIDIA and other manufacturers", suggesting that HW4.0 may be used to train clusters.

Although the xAI plan is to compete with technology giants such as OpenAI and Google, from the perspective of Musk's industrial layout, the completion of this computing power cluster will bring great computing power blessings to Tesla's autonomous driving. One notable detail is that this supercomputer cluster is built in the southern expansion area of Tesla's Gigafactory Texas.

Musk himself has also mentioned that the cooperation between xAI and Tesla is expected to be realized in chips, software, etc., and this cooperation may promote the development of Tesla's self-driving capabilities.

In March this year, Tesla's FSD was upgraded to "end-to-end" neural network technology, which can rely on the camera to obtain image data, and then input it into the algorithm itself, and then output instructions such as acceleration and deceleration by itself, simulating human driving decisions and controlling the vehicle in a human way.

While this shift helped Tesla remove more than 300,000 lines to just over 2,000, bringing FSD closer to that of a human driver, the end-to-end implementation places extremely high demands on computing power.

At present, the computing power of FSD is mainly supported by the Dojo supercomputer, which was put into production in July last year, and the investment in a larger computing platform and computing power cluster will undoubtedly further promote the development of FSD.

For Tesla, FSD is the core weapon of its automotive business. Not only that, Musk is also laying out Robotaxi, which also requires FSD to accelerate the implementation of large-scale applications.

However, it should be pointed out that according to Musk's style of acting, there is still a question mark over whether AI5 will move towards landing applications as scheduled, after all, in the process of autonomous driving moving towards landing applications, Musk has been "drawing cakes" more than once.

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