2023-09-11 Tesla’s Dojo Supercomputer Causes4

Good information

Tesla (TSLA) stock surges from optimistic look at Dojo supercomputer

Quote:

“”Morgan Stanley analyst Adam Jonas wrote in the note:

The autonomous car has been described as the mother of all AI projects. In its quest to solve for autonomy, Tesla has developed an advanced supercomputing architecture that pushes new boundaries in custom silicon and may put Tesla at an asymmetric advantage in a $10 trillion total addressable market.

The analyst argued that Dojo alone could add about $500 billion in value to the company.””

Seems that enthusiasm abounds. But it’s still subject to the macro whims of the market, which seem bearish as long as interest rates are up.

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