Posted on October 11th, 2023
Tesla's Gigafactories are no strangers to innovation, and the company's Austin, Texas facility has recently become the focus of intrigue. A new "bunker-like" structure has reportedly appeared at the site, which is rumored to be designated for Tesla's Dojo supercomputing cluster. This technology is crucial for the development and training of the neural network behind Tesla's Full Self-Driving (FSD) system.
Background:
The speculation stems from a report by The Information, which cited two people familiar with the plans. This claim follows just months after Tesla announced it had entered Dojo production, suggesting a more accelerated deployment of the AI training platform.
On-Site Observations:
Drone pilot Joe Tegtmeyer, a regular observer of Tesla's Giga Texas, has noted that he's unaware of any permits or plans specific to the Dojo. He also mentioned the ongoing construction related to Tesla’s 4680 battery cell production area, hinting at the possibility that the speculated Dojo "bunker" could be related to something else entirely.
What We Know:
Chip Orders: Tesla has reportedly doubled its orders for D1 Dojo chips from Taiwan Semiconductor Manufacturing Company (TSMC), now amounting to about 10,000 units for 2024.
Valuation: Morgan Stanley suggested that the Dojo alone could elevate Tesla's enterprise value to around $500 billion, and it could serve multiple purposes beyond just FSD.
Future Plans: Elon Musk has stated that Dojo could eventually be leveraged to offer cloud services similar to Amazon Web Services, making it one of the world's most potent supercomputers by early next year.
What to Watch:
Official Confirmation: Without explicit information from Tesla, the nature and purpose of the new structure remain speculative.
Dojo's Deployment: Will Tesla roll out Dojo in multiple data centers or focus on a single facility?
Competitive Landscape: How will Tesla’s move affect the broader cloud computing and automotive industries?
Intriguing as these developments are, the actual purpose of the mysterious "bunker-like" structure at Giga Texas remains unclear. As Tesla continues its relentless pace of innovation, however, such conjectures only add to the allure and mystique that surround the company's operations.
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