Nvidia Emails Reveal Musk's GPU Shuffle: What's At Stake For Tesla's AI, Robotics Future
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 04 2024
0mins
Should l Buy ARKK?
Source: Benzinga
- Elon Musk Redirects GPUs: Elon Musk redirected 12,000 Nvidia H100 GPUs from Tesla to his social media company X, delaying Tesla's supercomputer development.
- Impact on Tesla: The decision could hinder Tesla's progress in developing autonomous vehicles and robotics, potentially delaying long-term initiatives.
- Conflicts of Interest: Musk's prioritization of X over Tesla for GPU allocation raises concerns about potential conflicts of interest due to his involvement in multiple ventures.
- Analysts' View on Tesla: Analysts remain optimistic about Tesla's future, betting on its FSD software despite challenges like slower growth and competition in China.
- Stock Performance: Tesla stock lost 20% in the last year, with investors being able to access it through ARK Innovation ETF ARKK and Tidal ETF Trust II The Meet Kevin Pricing Power ETF PP.
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Analyst Views on ARKK
Wall Street analysts forecast ARKK stock price to rise
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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