Nvidia will make 5 million B200/B300 which are the leading edge AI GPU chips. They could make about 10 million advanced next generation chips each year in about 2028.
Tesla Dojo 1 chips have small installed volume but Doge 2 and Doge 3 could surge in usage and production.
Doge chips are and will be tuned and optimized for the XAI and Tesla AI workloads. …
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