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00:02Tesla CEO Elon Musk said in a post on X that the company's TeraFab project launches in seven days,
00:08signaling a potential expansion into AI hardware.
00:11Tesla currently relies on NVIDIA GPUs to train AI models for full self-driving and robotics
00:17using large data sets from its vehicle fleet.
00:20Tesla processes data from its global vehicle fleet into machine learning models using NVIDIA chips.
00:25Musk has signaled a plan to control more of Tesla's AI stack.
00:30And the company has developed its own silicon and built the Dojo system to accelerate training.
00:34The TeraFab project suggests Tesla may expand further into hardware.
00:38Companies such as Alphabet and Amazon have built custom AI chips to reduce reliance on suppliers.
00:44NVIDIA continues to benefit from AI demand, though customers could become competitors over time.
00:50For all things money, visit Benzinga.com.
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