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.
Tags · #silicon
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.
Compute for Physical AI — The Silicon Powering the Robot Ramp (Mid-2026)
Benchmarking the inference and training chips powering autonomous vehicles and humanoid robots — Jetson Thor, HW4, Dojo, EyeQ Ultra — through mid-2026.