Tesla, renowned for its pioneering electric vehicles, continues to break new ground in autonomous driving technology. Recent developments, particularly involving Tesla’s Full Self-Driving (FSD) system and the introduction of Hardware 4 (HW4), highlight the company’s commitment to revolutionizing the automotive industry.
Nvidia’s Endorsement: Tesla’s Autonomous Leadership
Nvidia CEO Jensen Huang has recently underscored Tesla’s dominance in the self-driving car sector. In an exclusive interview, Huang lauded Tesla’s FSD system, particularly its latest version, which leverages Nvidia’s advanced chips.
“Tesla is far ahead in self-driving cars,” Huang stated. “Version 12 of Tesla’s FSD is an end-to-end generative model that learns from surround video, predicting paths and steering with remarkable precision using generative AI. The technology is revolutionary, and the work that Tesla is doing is incredible.”
Tesla’s FSD, although still a Level 2 autonomous system requiring supervised use, has made significant strides. As of April, FSD had logged over 1.3 billion cumulative miles since its launch in March 2021. Despite facing recalls and government inquiries, its progress is undeniable.
Nvidia’s Automotive Ambitions
Tesla’s reliance on Nvidia’s chips is a testament to the growing synergy between the automotive and tech industries. Nvidia reported $329 million in automotive revenue in the first quarter, a fraction of its $22.6 billion data center business, but a segment expected to become its largest enterprise vertical. Nvidia’s automotive clients extend beyond Tesla, including Mercedes, Jaguar Land Rover, Volvo, and Hyundai, as well as Chinese EV manufacturers like BYD and NIO.
Huang predicts a future where “every single car” will possess some level of autonomous capability, a development necessitating vast computing power. Tesla’s FSD training AI cluster, expanded to 35,000 Nvidia Hopper H100 GPUs, exemplifies this demand.
Tesla Hardware 4: The Next Evolution
Tesla’s introduction of Hardware 4 (HW4) marks a significant upgrade over its predecessor, Hardware 3 (HW3). HW4 includes a new suite of sensors and a more powerful Full Self-Driving computer, pushing the boundaries of autonomous driving capabilities.
History of Hardware Development:
- Hardware 3:Launched in 2018, HW3 featured a custom-built FSD computer designed to enable near-autonomous driving. Fabricated on Samsung’s 14 nm process, it offered 36 TOPS of performance and replaced the less powerful Nvidia DRIVE PX 2 platform.
- Hardware 4: Currently being rolled out, HW4 incorporates advanced sensors, and a new FSD computer is expected to be 2-4 times faster than HW3. It includes higher resolution cameras, potentially a new radar unit, and enhanced neural network processors, boosting performance to 50 TOPS.
Upgraded Sensor Suite:
HW4’s sensor suite includes:
- New high-resolution front-facing and rear-facing cameras
- Cameras on each B-pillar and C-pillar for better side views
- Additional cameras on each fender and two new lower, forward-mounted cameras
- A rumored high-definition radar unit for improved situational awareness
FSD Computer 2:
The upgraded FSD Computer 2 features:
- 20 CPU cores, up from 12 in HW3
- Improved neural network accelerators
- Redundancy with two computing nodes for enhanced safety
- A different form factor and higher power draw, indicate substantial architectural changes
Rollout and Future Prospects
Tesla began equipping its Model S and Model X vehicles with HW4 in early 2023, with the Model Y following suit by mid-year. The anticipated inclusion in the new Model 3 and the upcoming Cybertruck signals a complete integration of HW4 across Tesla’s lineup.
While HW4 promises significant advancements, Tesla has no plans to retrofit older models with the new hardware due to the complexity and cost involved. Instead, Tesla continues to assure customers that HW3 will achieve full self-driving capabilities, albeit at a safety level lower than HW4.
Looking Ahead: Hardware 5
Reports suggest that Tesla is already eyeing the future with Hardware 5 (HW5), expected to be produced on Samsung’s 4-nanometer process and to support Level 5 autonomous driving. This next iteration could further cement Tesla’s position as a leader in autonomous vehicle technology.
Conclusion
Tesla is continuously innovating in autonomous driving technology, with support from strategic partnerships with tech giants like Nvidia. This places Tesla at the forefront of the automotive revolution. With HW4 already rolling out and HW5 on the horizon, Tesla is continually pushing the envelope, driving the industry towards a future where fully autonomous vehicles are a reality.
Tesla’s journey underscores the transformative potential of integrating advanced computing with automotive engineering, paving the way for safer, smarter, and more autonomous transportation solutions.
Tesla Long (Buy)
Enter At: 190.16
T.P_1: 199.83
T.P_2: 211.27
T.P_3: 222.71
T.P_4: 236.29
T.P_5: 248.45
T.P_6: 259.18
T.P_7: 269.90
T.P_8: 279.91
S.L: 140.47
Tesla: Leading the Charge in Autonomous Driving Technology by signalmastermind on TradingView.com
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