Now, TSMC has confirmed that Tesla’s next-generation Dojo chip has entered production and they are working on tech that could deliver much greater power to Dojo in 2027 (via IEEE Spectrum):
At TSMC’s North American Technology Symposium on Wednesday, the company detailed both its semiconductor technology and chip-packaging technology road maps. While the former is key to keeping the traditional part of Moore’s Law going, the latter could accelerate a trend toward processors made from more and more silicon, leading quickly to systems the size of a full silicon wafer. Such a system, Tesla’s next generation Dojo training tile is already in production, TSMC says. And in 2027 the foundry plans to offer technology for more complex wafer-scale systems than Tesla’s that could deliver 40 times as much computing power as today’s systems.
This new tile is likely going to be used for Tesla’s new planned $500 million Dojo cluster in New York.
Sperately, Tesla is building a new 100 MW data center to train its self-driving AI at Gigafactory Texas, but we were told that this system is going to use NVIDIA hardware.