Tesla invested huge money designing their own chips, this is a very expensive bet and is only possible with massive volume. Today all Tesla cars produced have the new FSD computer, the new board has two chips and delivers 144 TOPs and consumes 72 watts. For any other car maker to be competitive will also need to invest heavily rather than relying on inferior technology from Nvidia. Yet Tesla is not standing still Elon suggested that in two years the next generation chip will be release with triple the performance (around 450 TOPs). The real aim is to be low powered otherwise the computer drains the battery (most expensive part of EV) quickly.
Credit to Nvidia, they acknowledged that Tesla raised the bar for self-driving carmakers:
https://blogs.nvidia.com/blog/
"Tesla has the most important issue fully right: Self-driving cars—which are key to new levels of safety, efficiency, and convenience—are the future of the industry. And they require massive amounts of computing performance.
Indeed Tesla sees this approach as so important to the industry’s future that it’s building its future around it. This is the way forward. Every other automaker will need to deliver this level of performance."
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