Elon Musk says he can grow Tesla into “a leader in AI & robotics,” an ambition that he has said will require a lot of pricey processors from Nvidia to build up its infrastructure. On the first-quarter earnings call of Tesla in April, Musk said the electric vehicle company will increase the number of active H100s —lagship artificial intelligence chip by Nvidia — from 35,000 to 85,000 by the end of this year. He also wrote in a post on X a few days later that Tesla would spend $10 billion this year “in combined training and inference AI.” But emails written by Nvidia senior staff and widely shared inside the company suggest that Musk presented an exaggerated picture of procurement to shareholders by Tesla. Correspondence from Nvidia staffers also indicates that Musk diverted a sizable shipment of AI processors that had been reserved for Tesla to his social media company X, formerly known as Twitter.
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