Tesla to unveil Robotaxi on 8/8: Musk

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Over 1B miles driven on FSD. Elon estimates Tesla needs 6B miles driven to get regulatory approval for Robotaxi etc

 

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As with some threads I have created recently about FSD v12.

Maybe Elon and the team have been so impressed with how good FSD 12 has performed and were maybe thinking they should be shifting even more resources to the Robotaxi/FSD effort.This doesn't mean the $25k car is canceled. Again, they share the same platform.

 

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Holy crap look at the spike the AI created V12 has caused!!!
Wow things are accelerating!!!!

 

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Here we go....just like NACS for charging infrastructure...the FSD bandwagon is starting

Tesla is in talks with 'one major automaker about licensing Full Self-Driving'

Elon Musk confirmed that Tesla is currently in talks with “one major automaker about licensing Full Self-Driving (FSD)”. Back in...

electrek.co

Tesla is in talks with ‘one major automaker about licensing Full Self-Driving’​

 

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Rumor is it is Ford

Tesla on FSD: Close to License Deal With Major Automaker, Announces Miles Driven on FSD v12

Tesla CEO Elon Musk said there’s “a good chance” the company signs the first deal before the year end.

www.notateslaapp.com

Musk added that Tesla now has over 300 million miles that have been driven with FSD v12 since it was launched just last month. He added that it's becoming “very clear that the vision-based approach with end-to-end neural networks is the right solution for scalable autonomy”.

 

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https://www.notebookcheck.net/Tesla-demoes-FSD-12-to-European-regulators-with-a-Cherry-Red-Model-Y-on-German-roads.831849.0.html

Tesla demoes FSD 12 to European regulators with a Cherry Red Model Y on German roads​

A Senior Advisor to the Swedish Transport Administration has been showcased Tesla's FSD 12 driver-assist software, and found it to be an "impressive smooth and natural driving."

Tesla is currently on a regulatory approval spree for the latest version of its Full Self-Driving (Supervised) option, and, after the US and Canada, it plans to bring it to Europe and China as well. It even parted ways with its previous Public Policy head in the latest round of layoffs, as it may have felt that things aren't moving fast enough on that front.

Elon Musk recently hinted that FSD will be released in China, with the enigmatic "it may be possible very soon" as an answer to a fan question on X.

The FSD release process is advancing in Europe as well, it seems. According to Rikard Fredriksson, the Senior Advisor to the Swedish Transport Administration, he was taken for a ride by Tesla's Global Policy Lead Marc Van Impe and safety driver Philip Holz in an FSD demo car.

They drove on German roads in a test Midnight Cherry Red Model Y, and Mr Fredriksson came away impressed by the system's driver-assist capabilities. This exclusive color comes from Tesla's advanced paint shop in Giga Berlin, but there are now Midnight Cherry Red paint kits over at Amazon.

Previously, Mr Fredriksson worked for 3 years on the now-defunct Apple Car project in a Product Integrity role concerning "safety of self-driving technologies," so he seems to be exactly the person to evaluate FSD for European regulators.

Tesla is now trying to log as many miles with FSD as possible ahead of its Robotaxi and, potentially, CyberCab service unveil on August 8. The data will be used in a feedback loop to improve the system, with the power of 85,000 Nvidia H100 AI chips that Tesla will have crunching autonomous driving numbers by year's end.

If Tesla can demonstrate that FSD is safer than a human driver with enough data, it will have an easier time convincing regulators to sign off on a fully autonomous Robotaxi or CyberCab service, too.

 

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Tesla’s First Test of FSD in Europe Requires Only 1 Intervention in 45 Minutes - EV

Tesla showcased the capabilities of its Full Self-Driving (FSD) software to an official from the Swedish Transport Administration in Germany, marking the first official use of the assisted driving software in Europe.

eletric-vehicles.com

Tesla showcased on Friday the capabilities of Full Self-Driving (FSD) in Germany making it the official debut of the software in Europe.

Rikard Fredriksson, an official from the Swedish Transport Transportation, shared details on the experience saying the 45-minute drive in Munich, Germany, has required only one intervention from the driver.

“We traveled for 45 minutes from the center of Munich to the airport, and the driver had to intervene once when the car next to us refused to let us merge when two lanes merged.”

 

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Tesla FSD Stuns, Korea Considers Approval​

 

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Firms Not Investing Billions of Dollars in AI Can’t Compete Against Tesla – Elon Musk - Tekedia

Tesla CEO Elon Musk has stated that companies failing to allocate billions of dollars towards AI investments this year will struggle to match Tesla’s competitive edge. Musk made this declaration on his X handle in response to a tweet that disclosed that Tesla spent $1 billion on training...

www.tekedia.com

Firms Not Investing Billions Of Dollars In AI Can’t Compete Against Tesla – Elon Musk

Tesla CEO Elon Musk has stated that companies failing to allocate billions of dollars towards AI investments this year will struggle to match Tesla’s competitive edge.

Musk made this declaration on his X handle in response to a tweet that disclosed that Tesla spent $1 billion on training computing in the first quarter (Q1) of 2024.

“Tesla will spend around $10B this year in combined training and inference AI, the latter being primarily in the car. Any company not spending at this level, and doing so efficiently, cannot compete.”

Recall that in January, Tesla disclosed in its annual report filing with the Securities and Exchange Commission (SEC) that the company expects to spend over $10 billion on next-gen vehicles, AI products, and other projects this year.

The EV giant is simultaneously ramping new products, building and expanding manufacturing facilities on three continents and is investing in autonomy and other artificial intelligence-enabled training and products.

In its recent first quarter (Q1) report, Tesla spent $1 billion on AI infrastructure. In a call during which the EV maker reported falling profits and negative cash flow, Tesla pointed to its AI investment as an opportunity for future growth.

Commenting on the report Musk said,

“Over the past few months, we’ve been actively working on expanding Tesla’s core Al infrastructure. For a while there, we were training constrained and so we’re making rapid progress. We have installed and commissioned, meaning they’re actually working – 35,000 H100 computers or GPUs. Roughly 35,000 H100s are active and we expect that to be probably 85,000 or thereabouts by the end of this year just for training”.


Tesla’s earnings report also disclosed that the company had increased its AI training compute by more than 130 percent in Q1. Musk suggested that at some undefined point in the future, Tesla cars could operate as Edge systems when they are not moving. “So kind of like AWS but distributed inference”, he said.

As artificial intelligence continues to gain more prominence, it is worth noting that AI has been rapidly transforming the automotive industry. When it comes to electric vehicles, the AI in EVs is bringing several benefits. Some of which include predictive maintenance, improved performance, safety features, enhanced user experience, and increased efficiency.

Notably, AI maker Nvidia said it is expanding its collaborations with BYD and other Chinese automakers that are racing to build self-driving vehicles and AI-augmented infotainment technology to compete in global markets.

BYD, which overtook Tesla last year as the world’s No. 1 electric vehicle manufacturer, will use Nvidia’s next generation of in-vehicle chips, called Drive. Recall that in January this year, the Chinese EV maker launched its AI-powered smart car system as the company seeks to better compete with rivals on advanced technologies such as automated parking.

BYD will also use Nvidia technology to streamline factories and its supply chain, as well as to develop virtual showrooms, Nvidia Vice President for Automotive Danny Shapiro said during a conference call.

 

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Tesla Driving Like a Human in Midtown Manhattan​

 

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[News] TSMC Reportedly Commences Production of Tesla’s Next-Generation Dojo Chips, Anticipates 40x Increase in Computing Power in 3 Years | TrendForce Insights

Tesla's journey towards autonomous driving necessitates substantial computational power. Earlier today, TSMC has confirmed the commencement of product...

www.trendforce.com

[News] TSMC Reportedly Commences Production of Tesla’s Next-Generation Dojo Chips, Anticipates 40x Increase in Computing Power in 3 Years​

Tesla’s journey towards autonomous driving necessitates substantial computational power. Earlier today, TSMC has confirmed the commencement of production for Tesla’s next-generation Dojo supercomputer training chips, heralding a significant leap in computing power by 2027.

As per a report from TechNews, Elon Musk’s plan reportedly underscores that software is the true key to profitability. Achieving this requires not only efficient algorithms but also robust computing power. In the hardware realm, Tesla adopts a dual approach: procuring tens of thousands of NVIDIA H100 GPUs while simultaneously developing its own supercomputing chip, Dojo. TSMC, reportedly being responsible for producing the supercomputer chips, has confirmed the commencement of production.

Previously reported by another report from TechNews, Tesla primarily focuses on the demand for autonomous driving and has introduced two AI chips to date: the Full Self-Driving (FSD) chip and the Dojo D1 chip. The FSD chip is used in Tesla vehicles’ autonomous driving systems, while the Dojo D1 chip is employed in Tesla’s supercomputers. It serves as a general-purpose CPU, constructing AI training chips to power the Dojo system.

At the North American technology conference, TSMC provided detailed insights into semiconductor technology and advanced packaging, enabling the establishment of system-level integration on the entire wafer and creating ultra-high computing performance. TSMC stated that the next-generation Dojo training modules for Tesla have begun production. By 2027, TSMC is expected to offer more complex wafer-scale systems with computing power exceeding current systems by over 40 times.

The core of Tesla’s designed Dojo supercomputer lies in its training modules, wherein 25 D1 chips are arranged in a 5×5 matrix. Manufactured using a 7-nanometer process, each chip can accommodate 50 billion transistors, providing 362 TFLOPs of processing power. Crucially, it possesses scalability, allowing for continuous stacking and adjustment of computing power and power consumption based on software demands.

Wafer Integration Offers 40x Computing Power

According to TSMC, the approach for Tesla’s new product differs from the wafer-scale systems provided to Cerebras. Essentially, the Dojo training modules (a 5×5 grid of pretested processors) are placed on a single carrier wafer, with all empty spaces filled in. Subsequently, TSMC’s integrated fan-out (InFO) technology is utilized to apply a layer of high-density interconnects. This process significantly enhances the inter-chip data bandwidth, enabling them to function like a single large chip.

By 2027, TSMC predicts a comprehensive wafer integration offering 40 times the computing power, surpassing 40 optical mask silicon, and accommodating over 60 HBMs.

As per Musk, if NVIDIA provides enough GPUs, Tesla probably won’t need to develop Dojo on its own. Preliminary estimates suggest that this batch of next-generation Dojo supercomputers will become part of Tesla’s new Dojo cluster, located in New York, with an investment of at least USD 500 million.

Despite substantial computing power investments, Tesla’s AI business still faces challenges. In December last year, two senior engineers responsible for the Dojo project left the company. Now, Tesla is continuously downsizing to cut costs, requiring more talented individuals to contribute their brains and efforts. This is crucial to ensure the timely launch of self-driving taxis and to enhance the Full Self-Driving (FSD) system.

The next-generation Dojo computer for Tesla will be located in New York, while the headquarters in Texas’s Gigafactory will house a 100MW data center for training self-driving software, with hardware using NVIDIA’s supply solutions. Regardless of the location, these chips ultimately come from TSMC’s production line. Referring to them as AI enablers is no exaggeration at all.