Tesla's growing compute power and data advantage could potentially make them the leader in AI technology and autonomous vehicles, with significant implications for the energy and infrastructure needed to support this advancement
Questions to inspire discussion
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What is Tesla's potential advantage in AI technology?
—Tesla's growing compute power and access to massive data centers and real-world video data from vehicles and Bots give them a potential advantage in AI technology.
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What is the expected increase in Tesla's compute power?
—Tesla's compute power is expected to increase significantly, with the potential for 100,000 xof flops by October, and the state of AI report shows that meta Facebook bought 350,000 h100 gpus.
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How is Tesla handling the energy consumption of their compute power?
—Tesla's potential advantage is their ability to handle the energy consumption of 100,000 h100s without overloading the power grid, with access to Omega packs solar and China's extensive power plant and grid building.
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What is the potential value of Tesla's data advantage and hidden compute power?
—Tesla's data advantage and hidden compute power are worth $250 billion, with the company collecting audio and video data from the world, contributing to feeding the super AI with more data and energy for better products and super intelligence.
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How is Tesla utilizing Starlink in their AI technology development?
—Tesla is utilizing Starlink to create a network for data collection and communication, leading to the development of a giant brain super AI, with the potential for the Starlink network to surpass current fiber speeds.
Key Insights
Tesla's compute power and data advantage
- 🔋 Tesla's growing compute power and massive data centers could make them the number one in terms of most compute power and most powerful AI.
- 📈 The accuracy of measuring compute power is questioned, with Tesla potentially ranking higher than currently believed.
- 💰 The fact that Tesla needs over an exabyte of super fast memory for their compute power is mind-blowing and raises questions about the scale and cost of their operations.
- 💻 Tesla's data advantage and potential access to audio data of the world could be a game-changer in the development of autonomous vehicles and AI technology.
- 🧠 Gathering video and collecting data creates a virtual circle of improving AI, leading to better products and more energy for the super intelligence.
- 💻 Tesla's hidden compute power could potentially lead to the development of a more powerful inference engine, making AI applications faster and more efficient.
- 🛰️ The idea of creating a giant brain super AI with all the energy and data from Tesla's network is intriguing and thought-provoking.
Implications of energy-intensive AI and large language models
- 🌍 The world is heading towards a massively energy-intensive AI situation, with the need for 10-100 times more solar batteries than previously thought.
- 🤖 AI large language models could potentially take out $2.5 trillion of the software and services industry, shifting the world of productivity.
- 🔋 The need for energy to power the increasing amount of AI compute is equivalent to building 20% of the United States' new energy infrastructure.
#Tesla #AI #Compute
XMentions: @herbertong @nextbigfuture @HabitatsDigital
Clips
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00:00 🚗 Tesla's hidden compute power is rapidly increasing, potentially making them the leader in AI with massive data centers and real-world video data from vehicles and Bots.
- Tesla and xai are rapidly increasing their compute power, potentially making Tesla the leader in AI with the advantage of massive data centers and real-world video data from vehicles and Bots.
- The speaker is a science and technology blogger with a website and YouTube channel, known for deep dive research.
- Tesla's compute power is expected to increase significantly, with the potential for 100,000 xof flops by October, and the state of AI report shows that meta Facebook bought 350,000 h100 gpus.
- Tesla's compute power is underestimated, with Elon Musk stating that it would be the second highest, not the lowest.
- Tesla has a significant amount of hidden compute power, with the potential for over 400 Ecto flops, and they are likely to be one of the top customers for the latest chip from Nvidia.
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06:38 🚗 Tesla has the ability to handle the energy consumption of 100,000 h100s without overloading the power grid, and is not compute limited for AI due to access to a lot of power and collocating the cluster into one region.
- KY Corbett spoke to a Microsoft engineer about the challenges of provisioning infinite band class links between GPUs in different regions, suggesting the idea of collocating the cluster into one region to avoid the need for connecting different regions.
- Tesla's potential advantage is their ability to handle the energy consumption of 100,000 h100s without overloading the power grid.
- Tesla has access to a lot of power and is not compute limited for AI, with the advantage of having access to Omega packs solar and China's extensive power plant and grid building.
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10:29 🚗 Tesla's hidden compute power is larger than expected, with over an exabyte of super fast memory, potentially giving them a $250 billion advantage in data collection for FSD and AI.
- Tesla's compute power is larger than expected, with over an exabyte of super fast memory required to match the compute requirements.
- The speaker discusses the need for fast compute and big memory in order to train a giant model with large amounts of data for FSD.
- Tesla's ability to have one massive data warehouse could be a huge advantage for them, potentially contradicting the idea of distributed warehouses.
- Tesla's compute power is surpassing expectations, with the upcoming release of Grock 2 and Grock 3 using 20,000 h100s and 100 8100s respectively, with Grock 3 being a GPT 5 class system.
- Tesla's data advantage and hidden compute power are worth $250 billion, with the company collecting audio and video data from the world.
- The increasing size and data collection of Tesla's self-driving cars and AI bots will contribute to feeding the super AI with more data and energy for better products and super intelligence.
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17:29 🚀 Tesla's hidden compute power is bigger than expected, with the company aiming for significant growth by 2025 and the potential for trillions of dollars in profit from increased energy demand for AI and technology.
- The cost of energy for computing is increasing exponentially, leading to potential bankruptcy for companies with high energy expenses.
- Tesla's hidden compute power is bigger than expected, with the company aiming for significant growth by 2025 and keeping their computer power a secret.
- Tesla is using more data and synthetic data due to a lack of real-world visual data, and the world's energy usage for AI and data centers is expected to 4X by 2030.
- Tesla's plan to electrify transportation will require more energy due to the increasing demand for AI, necessitating the need for more Mega packs beyond 2030.
- The increase in energy demand for AI and technology will require a much larger amount of solar and battery power than previously anticipated, with the potential for trillions of dollars in profit for companies like Tesla.
- Tesla's energy is expected to become 10 times bigger than its auto business, with a focus on solving real-world problems like Robo taxi and Bots.
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24:27 🚗 Tesla's hidden compute power will increase by 2030, making large L mods profitable and competitive against Google.
- Tesla's hidden compute power is expected to increase by 2030, making large L mods profitable and competitive against Google.
- The value of AI language models and productivity-boosting software justifies the data center build-up.
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27:39 🚀 Tesla is building a first-of-its-kind data center with megapacks and solar panels, hiring engineers to mass produce chips and automate the process to keep up with increasing demand for compute and data centers by 2030.
- Tesla has a business model for the llms and is hiring engineers for a first-of-its-kind project.
- Tesla is hiring engineers to build a first-of-its-kind data center that will also include megapacks and solar panels for energy, possibly connected to starlink.
- The demand for compute and data centers is increasing exponentially, requiring the construction of thousands of new buildings and a significant increase in energy production by 2030 and beyond.
- Tesla needs to mass produce chips and automate the process of setting up and maintaining data centers to keep up with demand.
- Tesla's data center is likely to be connected to the energy grid and mega packs, integrated with solar, and it's critical to have everything in one place despite potential grid issues.
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32:46 🚗 Tesla's prefabricated superchargers and data centers, connected to Starlink, drive down costs and can be stacked to create a distributed mega pack system, with a focus on inference capacity for model development.
- Tesla has developed a way to prefabricate and automate the installation of superchargers, which ultimately drives down costs and could potentially be applied to other projects like data warehouses.
- Tesla is able to produce and distribute data centers in shipping containers, which can be connected to Starlink and stacked together to create a distributed mega pack system.
- Training and inference are two aspects of model development, with a larger inference capacity allowing for a smaller training capacity, as discussed in the video.
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36:34 🚀 Tesla is increasing compute power for energy demands, AI, and Starlink expansion, utilizing the network for data collection and potentially allowing owners to make money from their vehicle's compute power.
- Tesla's compute power needs to be increased to handle larger energy demands and to improve AI inference capabilities, as well as to support the expansion of Starlink.
- Starlink network can surpass current fiber speeds by increasing its size and adding network processing nodes.
- Tesla is utilizing Starlink to create a network for data collection and communication, leading to the development of a giant brain super AI.
- Tesla's Hardware 3.4 has inference chips, and owners could potentially make money by allowing Tesla to access their vehicle's compute power.
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Duration: 0:41:45
Publication Date: 2024-04-17T00:42:31Z
WatchUrl:https://www.youtube.com/watch?v=_o0H4UjbBRM
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