Tesla looks to be upgrading its partnership with Taiwan Semiconductor Manufacturing Company (TSMC), with the automaker reportedly doubling its Dojo supercomputer chip order this year, and plans to continue to increase their orders in the future.
According to a report from The Economic Daily, Tesla is doubling its order for this year from 5,000 to 10,000 units of the ‘D1″ supercomputer chip, which serves as the heart of their Dojo supercomputer. That is just for this year, with Tesla expected to order even more of the D1 chips in 2024 and into 2025. News of these increased order volumes came from a source, and neither TSMC nor Tesla have commented on the story, but the two companies have worked together before, most recently on both its Hardware 4.0 self driving computer, and already the next generation HW5 computer.
The Dojo supercomputer, first unveiled by Tesla in 2021, is playing a pivotal role in training the automaker’s self-driving AI models by being able to quickly analyze the extensive video data from Tesla’s fleet of vehicles, instead of relying on humans to do it manually. Elon Musk has previously said the company plans to invest over $1 billion in the project by the end of 2024.
However Dojo’s usefulness will extend far beyond self-driving, with Tesla indicating it could be used not only in automobiles but also in robotics and other autonomous systems. Its significance is being recognized by Wall Street as well, with Morgan Stanley believing it could boost Tesla’s market cap by $500 billion.