Tesla is making a bold move into the world of artificial intelligence (AI) and supercomputing, and it's got its sights set on next-generation HBM4 memory chips. These chips are crucial for powering AI applications, including Tesla's own Dojo supercomputer, which is used to train neural networks for its Full Self-Driving (FSD) feature.
To get its hands on these cutting-edge chips, Tesla is reportedly in talks with Samsung and SK Hynix, two of South Korea's largest memory chipmakers. Both companies are working on developing HBM4 chips, which promise significant improvements in speed, power efficiency, and overall performance.
The competition for HBM4 chips is heating up, with Samsung and SK Hynix vying for Tesla's business. SK Hynix claims its HBM4 solution delivers 1.4 times the bandwidth of HBM3e while consuming 30% less power. Meanwhile, Samsung is pushing its production plans with its advanced 4-nanometer foundry process, which could give it a competitive edge.
Tesla's foray into HBM4 chips is a significant development in the AI and supercomputing space. With its Dojo supercomputer and custom-built D1 AI chip, Tesla is positioning itself as a major player in the industry, alongside giants like AMD and Nvidia.
