Part 2/7:
According to reports, CC mentioned to Elon Musk that his attention has shifted towards humanoid robots. While this statement stirred considerable interest, it's critical to discern the context of Musk's focus. The chips discussed in reference to TSMC are not primarily for automotive training but for inference—meaning these chips are crucial for real-time decisions and operations in both vehicles and robots.
These inference chips are lauded for their energy efficiency, which is a core competitive advantage for Tesla’s projects. The company's commitment to innovation in chip technology positions them uniquely in contrast to competitors in the automotive sector and beyond.