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迷路野蛮人:9月11号摩根史丹利周一开盘的时候发了一个报告说特斯拉的Dojo超级计算机将推动自动驾驶出租车和软件、服务的普及,将为特斯拉带来将近6,000亿美金的市值增长。
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1 year ago
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迷路野蛮人:9月11号摩根史丹利周一开盘的时候发了一个报告说特斯拉的Dojo超级计算机将推动自动驾驶出租车和软件、服务的普及,将为特斯拉带来将近6,000亿美金的市值增长。发过这个报告以后特斯拉就大涨了10%,它涨了10%还涨少了我们觉得。
特斯拉需要训练计算机的视觉,就是摄像头的视觉,它自己积累的这些数据也都是视觉数据。它和ChatGPT和那些图像的AI公司所需要的计算算力不是一个级别,它需要巨大的算力。他是向英伟达提出了这样的要求想采购30万片A100的,但是英伟达提供不出来;英伟达是通用计算平台没有对视觉计算专门做优化。这就让马斯克下定决心要研发自己的超级计算机,所以有了Dojo。
完整节目链接:https://gettr.com/streaming/p2r19dh1bdd
#盘古大观 #山海经
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