Uploaded April 2025 | Updated September 2026, 4 hours ago
What is the most important physical product for TESLA for the the second half of 2025 ?
If we count full self driving and robotaxi as AI software then what is the most important physical product?
It is not the lower priced car models? Those will only add about 50% to revenue.
What could be the most important product for helping Tesla win the AI future and the AI future key battles are the second half of 2025, 2026 and 2027.
IN April 2024, at TSMC’s North American Technology Symposium, the company says Dojo’s next-generation training tile — the D2, which puts the entire Dojo tile onto a single silicon wafer, rather than connecting 25 chips to make one tile — was already in production.
In July , 2024 AI5 is ~18 months away from high-volume production. This would be end of 2025.
In March 2025, Elon said that the Tesla Dojo 2 chip will be in volume production in a few months. The Tesla Dojo 2 chip has ten times the performance of the Dojo 1. If Tesla Dojo 2 is ten times better than the Dojo 1 training chip then it would be 3.6 petaflops for fp8. This would be several time better than the Nvidia H100 and maybe 40% of the B200.
Tesla Dojo 3 in late 2026.
OTHER VIDEOS:
Can Tesla DOJO Chips Pass Nvidia GPUS?
youtu.be/U83-AmXfY7M
Expert Jon Twigge on SURVIVING A FASTER and HARDER AI Future, Part 1
youtu.be/uVNCaeryS5w
How do we Fully UNLOCK the AI Future?
youtu.be/RIm0tTZqZUk
Follow Brian Wang on NextBigFuture.com
Follow Brian Wang on X.com/@NextBigFuture
This channel brings you the most important science and technology breakthroughs and analysis at least once per week.
What is the most important physical product for TESLA for the the second half of 2025 ?
If we count full self driving and robotaxi as AI software then what is the most important physical product?
It is not the lower priced car models? Those will only add about 50% to revenue.
What could be the most important product for helping Tesla win the AI future and the AI future key battles are the second half of 2025, 2026 and 2027.
IN April 2024, at TSMC’s North American Technology Symposium, the company says Dojo’s next-generation training tile — the D2, which puts the entire Dojo tile onto a single silicon wafer, rather than connecting 25 chips to make one tile — was already in production.
In July , 2024 AI5 is ~18 months away from high-volume production. This would be end of 2025.
In March 2025, Elon said that the Tesla Dojo 2 chip will be in volume production in a few months. The Tesla Dojo 2 chip has ten times the performance of the Dojo 1. If Tesla Dojo 2 is ten times better than the Dojo 1 training chip then it would be 3.6 petaflops for fp8. This would be several time better than the Nvidia H100 and maybe 40% of the B200.
Tesla Dojo 3 in late 2026.
OTHER VIDEOS:
Can Tesla DOJO Chips Pass Nvidia GPUS?
youtu.be/U83-AmXfY7M
Expert Jon Twigge on SURVIVING A FASTER and HARDER AI Future, Part 1
youtu.be/uVNCaeryS5w
How do we Fully UNLOCK the AI Future?
youtu.be/RIm0tTZqZUk
Follow Brian Wang on NextBigFuture.com
Follow Brian Wang on X.com/@NextBigFuture
This channel brings you the most important science and technology breakthroughs and analysis at least once per week.
