Mentioned on the earnings call was Dojo. It was kind of in passing but this is going to become an even larger part of the AI stack.
In this video I discuss how the access to GPUs is only going to get tougher. Tesla already designed their own and has them being produced. They were only doing it sparingly, opting for what they could get from NVIDIA. Now, with that supply getting tight, it is time to focus upon Dojo.
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