AI Index / Tesla, Inc.
Tesla, Inc. (TSLA)
Tesla, known for its electric vehicles and energy solutions, integrates AI into its automotive and robotics initiatives. The company’s Full Self-Driving (FSD) technology is a differentiator, using AI to advance autonomous driving capabilities. Tesla’s AI-driven product roadmap also includes the development of the Optimus humanoid robot and autonomous Robotaxi services. Tesla’s infrastructure investments and AI training clusters support its commitment to AI across transportation, robotics -- and point to potential licensing of FSD to other manufacturers.
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We are investing in many future projects, including AI training and inference and a great deal of infrastructure to support future products.
- Elon Musk
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Quotes from tesla Executives About Artificial Intelligence and Generative AI
While others are pursuing different parts of the AI robotic stack, we are pursuing all of them. This allows for better cost control, more scale, quicker time to market, and a superior product.
- Elon Musk
[FSD] Version 12.5 has 5x the parameters of 12.4 and will finally merge the highway and city stacks.
- Elon Musk
...the main thing that we are going to show [at Robotaxi event]...we're also going to show off a couple of other things.
- Elon Musk
...South expansion of Giga Texas...will house our largest training cluster to date. So it will be an incremental for 50,000 H100s plus 20,000 of our hardware 4 AI5 Tesla AI computer.
- Elon Musk
[Optimus robots] We expect to have several thousand Optimus robots produced and doing useful things by the end of next year in the Tesla factories.
- [Optimus]
Sequentially, our operating expenses excluding surcharges reduced despite an increase in spend for AI-related activities...
- Vaibhav Taneja