Physical AI Compute — Edge vs Cloud: Tesla FSD Chip vs Waymo Custom ASIC vs Dojo
Edge inference vs cloud training: how Tesla FSD chip, Waymo custom ASIC, and Dojo supercomputer divide AV compute across the full stack.
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Physical AI Compute Infrastructure — Tesla Dojo vs Google TPU vs NVIDIA H100 in the AV Training Arms Race
Tesla bets on Dojo custom silicon at $1/FLOP target while Waymo inherits Google TPU scale; both outpace NVIDIA-dependent rivals on training iteration speed.
Physical AI Compute — Waymo Google Cloud TPU vs Tesla Dojo D1: Training Infrastructure Benchmark 2026
Waymo uses Google TPU pods and 15B simulated miles daily. Tesla built Dojo D1 for video training while running NVIDIA H100 clusters in parallel as Dojo scales.
Physical AI Compute Race 2026 — NVIDIA B200 vs Tesla Dojo vs Google TPU: The AV and Robotics Training Infrastructure Benchmark
NVIDIA B200 est. 9 exaFLOPS powers virtually all AV AI training. Tesla Dojo bets on custom silicon. Waymo uses Google TPU. Compute decides the race.
Physical AI Compute 2026 — Waymo Google TPU Access vs Tesla Dojo D1 and FSD Chip: The AI Training Infrastructure Benchmark
Waymo trains on Google TPU clusters. Tesla has Dojo D1 plus 6M vehicle fleet data. The training compute gap is Physical AI's hidden rate-limiter.
Physical AI Data Pipeline — Tesla 6M-Vehicle Collection Flywheel vs Waymo 15B Simulated Miles: The Training Infrastructure Race
Tesla collects millions of FSD miles daily from 6M vehicles; Waymo runs 15B simulated miles per day. Volume vs quality defines the Physical AI pipeline race.
Physical AI Energy — AV Fleet Charging, Dojo Power, and Humanoid Battery Life
AV fleet charging, Dojo training power, and humanoid battery life mapped as benchmark dimensions — energy cost is underweighted in Physical AI economics.
Physical AI Hardware Evolution — Lidar Cost Curves, Tesla HW4 to HW5, Waymo Gen 6, and the Race to Sub-$1,000 AV Bill of Materials
Lidar fell 99% from $75,000 to under $500. Tesla HW4 BOM is $300-700 vs Waymo Gen 6 at $5,000-15,000; Cybercab and Gen 7 are each company hardware cost gate.
Tesla Dojo Supercomputer — Custom AI Silicon and the Compute Scaling Thesis Behind FSD
Tesla's Dojo D1 silicon powers FSD and Optimus training — the bet that faster throughput compounds into better autonomous driving.
Tesla Dojo vs. Cloud Compute — The Build-vs-Buy Decision Behind FSD and Optimus Training
How Tesla's custom Dojo cluster compares to renting H100/B200 cloud compute — architecture, economics, and strategic implications for FSD and Optimus.
Tesla's FSD Data Flywheel — How 6 Million Vehicles Create an Unstoppable AI Loop
Tesla generates more driving data per day than all robotaxi companies combined. How the FSD data flywheel compounds and why no competitor can replicate it.