Last week, Elon Musk solemnly apologized to the disrespectful behavior of interrupting analysts’ questions in a conference call. SpaceX announced the first astronaut to fly a manned flight. Tesla announced that it has successfully increased the speed of car production. In addition to the news of Tesla, a small news about the chip is also particularly worthy of attention. For a long time, Tesla has used Nvidia's chips to realize its Autopilot and autonomous driving functions, especially Nvidia's PX2 platform. However, Musk announced last week that Tesla will "disclose a secret about the development of Tesla's chips." Tesla will replace Nvidia's chips with internally developed chips in all of its cars. "I'm a big fan of Nvidia, they really did a great job." Musk once praised Nvidia like this before throwing an axe at Nvidia.
There are several interesting perspectives on this matter. Judging from the situation over the years, it is a small group of talented chip designers jumping around among the major companies around the world, helping these companies build outstanding products one after another. The most representative is Jim Keller, a chip architect who is shy of the media. Keller helped AMD design the popular Athlon processor in the 1990s, then switched to Apple, led the design of A4 and A5 processors for iPhone and iPad, and then returned to his old company AMD to design Ryzen CPU, in 2016, the chip master joined Tesla again, and recently, he jumped to Intel. Keller doesn't like to communicate with reporters. I tried to interview him when I wrote AMD's article last year, but he refused to accept my interview. However, just last month, he accepted an interview with the chip-centric news site Anandtech, he said, "I am now studying and focusing on the next very interesting challenge."
Tesla's switch to its own chips may indicate that the income of chip makers such as Nvidia, Intel and AMD will be affected. These chip companies are counting on the emerging self-driving car market to use a large number of their high-end and most expensive products. Musk said that Tesla's own solution is 10 times faster than the Nvidia solution at the same cost. However, Nvidia has released a new generation of self-driving chip Pegasus, which claims to have 10 times higher performance than the previous generation. Of course, in addition to performance, Tesla's chips may have other advantages, such as lower cost or lower power consumption. However, Wall Street was dissatisfied with the news of Tesla's switch to its own chips, and Nvidia's stock price did not change last week (this year, Nvidia stock has risen by 30%).
Finally, I think Tesla’s move adds a commonality between Steve Jobs and Elon Musk. Qiao Gangzhu has a very distinctive personality, that is, he wants to control all the key components of Apple products. He explained in 2004, "I always want to have and control the main technology in all the products we make. "Musk seems to be following this advice.
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