Elon Musk makes $43 Billion offer for private buyout of Twitter

SWJJ said

Not necessarily, Telsa has moved into building their own in-house processing chips called Dojo, which is a wafer style chip that stacks 25 high powered processors that acts like a single processor and is expected to be a powerful solution for AI training, eliminating Telsa's need to buy and run NVidia chips.

https://www.tomshardware.com/tech-i...-a-serious-processor-for-serious-ai-workloads

Click to expand...

If the answer is that "because Tesla didn't need them anymore" I would agree that it's not a conflict of interest for Musk - but I think there is strong evidence that is not the case, as the article indicates.

First, in TSLA's Q1 earnings call just a handful of weeks ago (on April 23), Musk proclaimed that Tesla was increasing its acquisition of Nvidia H-100 chips by about 140% over the course of 2024. It seems unlikely that this is could be consistent with Tesla being able to cancel chip orders with Nvidia due to increased in-house production. Second, based in-part on review of internal emails at Nvidia appears to show that Musk requested the allocation of H-100 chips be prioritized to X. The article uses the word "diverted" from Tesla to X, per Musk's request.

I think there is pretty good reason to reject the "Tesla didn't need them anymore" idea.