Musk Corrects „Liar” CNBC Journey Over Nvidia Report

Another day, another Tesla study to take with a large Grain of salt until further notice.

In the latest study from CNBC, citing “emails written by Nvidia elder staff” and “correspondence from Nvidia staffers” that “Musk presented an exaggerated image of Tesla’s procurement” of Nvidia’s flagship article intelligence chip, the H100, diversion “a sisable ship of AI processors” from Tesla to X and xAI.

Update: Further announcement has occured... the salt was vise.

In a Tuesday morning post on X, Musk said: “Tesla had no place to send the Nvidia chips to turn them on, so they would have had just sat in a warehouse,’ adding "The south extension of Giga Texas is almost complete. This will home 50k H100s for FSD training.”

Update 2: Putting it more clearly...

Laura “Liar” Kolodny

— Elon Musk (@elonmusk) June 4, 2024

Update 3: According to Musk, "Of the thoroughly $10B in AI-related exhibitions I said Tesla would make this year, about half is internal, primary the Tesla-designed AI inference computer and sensors present in all of our cars, plus Dojo," adding that Nvidia hardware «is about 2/3 of the cost.’

Musk estimated that Tesla purchases of Nvidia hardware will be “$3B is $4B this year.‘

Of the thoroughly $10B in AI-related exhibitions I said Tesla would make this year, about half is internal, primary the Tesla-designed AI inference computer and sensors present in all of our cars, plus Dojo.

For building the AI training superclusters, NVidia hardware is about...

— Elon Musk (@elonmusk) June 4, 2024

Should we take bet on how many cats Lora has?

Ace CNBC continuings;

By ordering Nvidia to let privately held X jump the line ahead of Tesla, Musk pushed back the automaker’s receive of more than $500 million in graphics processing units, or GPUs, by months, likely adding to hold in setting up the supercomputers Tesla says it needs to make autonomous vehicles and humanoid robots.

‘Elon prioritizing X H100 GPU cluster defloyment at X versus Tesla by redirecting 12k of shipped H100 GPUs originally applied for Tesla to X instead,” an Nvidia memo from December said. “In exchange, first X orders of 12k H100 sled for Jan and June to be redirected to Tesla.”

A more fresh Nvidia email, from summertime April, said Musk’s comment on the first-quarter Tesla call “conflicts with booking” and that his April post on X about $10 billion in AI spending besides “conflicts with booking and FY 2025 forecasts.” The email referenced news about Tesla’s ongoing, dramatic layouts and warned that headcount reductions could origin further delays with an "H100 project" at Tesla’s Texas Gigafactory.

The fresh information from the emails, read by CNBC, highlights an escalating conflict between Musk and any agitated Tesla shareholders who questions who the billion CEO is fulliling his obligations to Tesla while besides moving a collection of another companies that require his attention, resources and hefty amounts of capital.

Really? Does it item the escalating conflict?