NVIDIA AI Chip Redirection: Impact on Tesla's Plans

Elon Musk redirected AI chips from Tesla to prioritize a social media platform, contrary to previous plans for AI and robotics leadership.

### Elon Musk Redirects Tesla's NVIDIA AI Chip Order to Social Media Platform X
* 📧 An email obtained by CNBC among NVIDIA employees reveals that Elon Musk will redirect a **significant portion of the AI chips purchased for Tesla** to a social media platform X, contrary to his earlier claim during Tesla's Q1 earnings call in April.
* 🔋 Musk had previously stated that he would buy up to **35,000 units of NVIDIA's flagship AI chip, the H100**, by the end of the year to lead in the AI and robotics fields.
* 📉 The email states that the focus will now be on using the **HB GPU cluster of 2,000 units for social media** instead of delivering them to Tesla, impacting the originally ordered quantity of HB for January to June.
* 🚚 It was reported that Tesla had ordered **2,000 items** to be delivered.
* 🔥 Reactions to the decision are fierce, with some questioning the **wisdom of prioritizing the xai GPT model** for OpenAI jobs.
* 👥 As the companies involved are led by the CEOs, such incidents were **expected and disclosed to shareholders in advance**.
* ❓ The move has sparked debate, with opinions divided on whether it is a **strategic decision** or a **misstep**.

CNBC reported that they obtained an email circulating among NVIDIA employees, which indicated that Elon Musk would send the AI chips purchased for Tesla to a social media platform X. During Tesla's Q1 earnings call in April, Musk claimed that he would purchase up to 35,000 units of NVIDIA's flagship AI chip, the H100, by the end of the year, aiming to lead in the AI and robotics fields. However, the content of the email obtained by CNBC differs significantly. It states that a significant amount of AI chips that were supposed to be shipped to Tesla will now be redirected per Musk's request. Quoting directly from the CNBC memo, it seems that the focus is now on utilizing the HB GPU cluster of 2,000 units for social media instead of transporting them to Tesla, prioritizing the migration of the HB GPU cluster. Consequently, the originally ordered quantity of HB for January to June from this time will be affected.

It was reported that 2,000 items were ordered to be delivered by Tesla. In a way, it seems like the items ordered from both sides will be used first by the side that is more urgent, but people's reactions are fierce. As the companies involved are led by the CEOs, such incidents were anticipated and announced to the shareholders in advance, as it is a situation that needs to be disclosed. Nevertheless, some point out that prioritizing the xai GPT model for OpenAI jobs is not a wise decision. What do you think about this?

머스크, 엔비디아에 “테슬라 보낼 AI 칩 X로” - 엔비디아 사내 메일서 유출

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뉴스채널

Elon Musk Plans to Redirect AI Chips from NVIDIA to a Social Media Platform

Elon Musk intends to redirect a significant number of AI chips from NVIDIA to a social media platform instead of using them for Tesla, as previously announced.

This decision will prioritize the migration of the HB GPU cluster for social media use, impacting the originally ordered quantity of HB for the first half of the year.

This move diverges from Musk's previous commitment to purchase a large number of NVIDIA's flagship AI chip for Tesla's AI and robotics advancements.

Tesla's Order of 2,000 Items Sparks Controversy

Tesla's order of 2,000 items has sparked fierce reactions, as the prioritization of the xai GPT model for OpenAI jobs is questioned.

The incident, led by the CEOs of the involved companies, was anticipated and disclosed to shareholders in advance.