The "diverted chips" are all the H100 chips. Musk probably has a plan between the Dojo and perhaps ordering Blackwells, but not being transparent with shareholders will end up biting him on the butt. He's too self-important and based on the history of how he has run Twitter and Tesla, does not value the input of others, and does not appreciate their contributions. I wouldn't be surprised if he eventually gets removed as CEO of Tesla, but I doubt he diverted the H100s without a plan of some kind for Tesla.