Source: Photo.com
On April 28, Tesla CEO Elon Musk arrived in China and then said on social media, "Tesla will invest about $10 billion (about 72.4 billion yuan) in AI training and inference this year, and inference is mainly used for cars." ”
Musk also added that any company that doesn't spend $10 billion a year or can't deploy efficiently can't compete in the market.
Tesla just added $500 million in new investment in January this year to buy about 10,000 Nvidia H100 GPUs for self-driving training. There is data that Tesla may have more than 30,000 H100 GPUs.
Musk recently said that Tesla is likely to be the second-highest company with Nvidia H100 GPUs, behind Meta and xAI in third.
Tesla's heavy investment in AI is aimed at the future business opportunities of autonomous driving. Musk said that a driverless taxi (Robotaxi) will be launched on August 8 this year.
Training for Tesla's self-driving technology has been in the spotlight, especially after the company announced that its fleet of self-driving assistance systems (FSDs) had surpassed 1 billion miles driven. This move will revolutionize the automotive industry.
FSD vision solutions are maturing
Tesla's FSD pure vision deep learning neural network is gradually maturing and can be grafted onto humanoid robots. Similar to autonomous driving, humanoid robots also use sensors (cameras, lidars, etc.) to sense, collect, and process information about their surroundings in order to make decisions. Tesla's humanoid robot uses only 3 cameras (a fisheye camera in the middle, a vision camera on the left and right), which is directly grafted with FSD's mature pure vision solution, supplemented by sensors such as force, torque, acoustics, tactile temperature, etc.
Enterprise competition: the three main bodies compete on the same stage
From the perspective of market participants, mainland driverless car companies can be roughly divided into three camps: Internet/high-tech companies, vehicle manufacturers and start-ups. In the research and development of driverless cars, high-tech companies have shown great enthusiasm for participation, and formed the first camp, mainly Baidu, Didi and other active participation in the operation of smart car projects; The second camp is vehicle companies, such as domestic GAC, Geely, BYD, Changan, etc.; The third camp is startups such as AutoX, Mushroom Auto Link, Pony.ai, and WeRide.
In 2029, the market size of driverless cars may exceed 29 billion yuan
Driven by the support of national industrial policies, the gradual maturity of technical conditions and the release of downstream consumer demand, the industry will continue to grow in the coming period, and the scale of China's driverless car market is expected to continue to rise from 2024 to 2029, with a market size of more than 29 billion yuan in 2029 and a compound annual growth rate of 17.57% from 2024 to 2029.
Qianzhan Industry Research Institute believes that China's vast market, public tolerance for autonomous driving, and a favorable policy environment are conducive to the commercialization of driverless vehicles, and with the continuous advancement of technology, their safety performance will be further improved. In the future, unmanned driving will gradually become popular and become an important part of the intelligent transportation system, and at the same time, unmanned driving will also be integrated with other means of transportation to create an unmanned transportation system integrating water, land and air, and help the construction of a "transportation power".
Gu Huinan, general manager of GAC Aion, said that this year will be the year of the outbreak of L3 autonomous driving, regardless of whether the industrial policy is introduced, the relevant hardware and software technologies will meet its birth conditions, and 2026 will be the year of the outbreak of L4 autonomous driving.
Prospective Economist APP Information Group
For more research and analysis of this industry, please refer to the "China Driverless Vehicle (Autonomous Vehicle) Industry Development Prospect Forecast and Investment Strategic Planning Analysis Report" by Qianzhan Industry Research Institute
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