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Tesla’s Nvidia purchases could reach $4 billion this year: Musk

Credit: Tesla

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Elon Musk has shared additional estimates on the future of Tesla’s supercomputing cluster, Dojo, and highlighted roughly how much the company expects to spend on Nvidia products in 2024.

Discussion about Nvidia’s supercomputers arose on Tuesday after Tesla needed to have some of the company’s chips re-routed to X and xAI locations, due to a lack of storage, according to Musk. Following the reports, Musk later went on to post on X about Tesla’s purchases from Nvidia this year, which he estimates will be between $3 billion and $4 billion, along with sharing a few other insights about the company’s AI supercomputing needs.

Musk also noted earlier in the day that Tesla’s Giga Texas south extension is nearing completion, at which point it will house 50,000 Nvidia H100 chips used for FSD training.

In a follow-up conversation to the post, Musk also responded to one X user asking if there was a “realistic pathway” toward Tesla producing its Dojo supercomputers at enough volume to rely more heavily on these for training compute than on Nvidia hardware. Musk responded by clarifying that training compute at Tesla is actually a small fraction of what’s needed, especially compared to inference compute needed for the FSD system.

“Training compute for Tesla is relatively small compared to inference compute, as the latter scales linearly with size of fleet,” Musk wrote. “Perhaps the best way to think about it is in terms of power consumption.”

“When the Tesla fleet reaches 100M vehicles, peak power consumption of AI hardware in cars will be ~100GW. Training power consumption is probably <5GW. These are very rough guesses.

“Obviously, 5GW of AI training compute is enormous by current standards, but is only about 5% of total Tesla AI compute.

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While Musk calls it a “long shot,” he says it could be possible for production of Tesla’s Dojo to someday exceed that of Nvidia’s.

“There is a path for Dojo to exceed Nvidia,” Musk added. “It is a long shot, as I’ve said before, but success is one of the possible outcomes.”

Tesla self-driving development gets huge compliment from NVIDIA CEO

What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

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Zach is a renewable energy reporter who has been covering electric vehicles since 2020. He grew up in Fremont, California, and he currently lives in Colorado. His work has appeared in the Chicago Tribune, KRON4 San Francisco, FOX31 Denver, InsideEVs, CleanTechnica, and many other publications. When he isn't covering Tesla or other EV companies, you can find him writing and performing music, drinking a good cup of coffee, or hanging out with his cats, Banks and Freddie. Reach out at zach@teslarati.com, find him on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

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SpaceX’s Crew-11 mission targets July 31 launch amid tight ISS schedule

The flight will lift off from Launch Complex 39A at Kennedy Space Center in Florida.

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(Credit: SpaceX)

NASA and SpaceX are targeting July 31 for the launch of Crew-11, the next crewed mission to the International Space Station (ISS). The flight will lift off from Launch Complex 39A at Kennedy Space Center in Florida, using the Crew Dragon Endeavour and a Falcon 9 booster.

Crew Dragon Endeavour returns

Crew-11 will be the sixth flight for Endeavour, making it SpaceX’s most experienced crew vehicle to date. According to SpaceX’s director of Dragon mission management, Sarah Walker, Endeavour has already carried 18 astronauts representing eight countries since its first mission with NASA’s Bob Behnken and Doug Hurley in 2020, as noted in an MSN report.

“This Dragon spacecraft has successfully flown 18 crew members representing eight countries to space already, starting with (NASA astronauts) Bob (Behnken) and Doug (Hurley) in 2020, when it returned human spaceflight capabilities to the United States for the first time since the shuttle retired in July of 2011,” Walker said.

For this mission, Endeavour will debut SpaceX’s upgraded drogue 3.1 parachutes, designed to further enhance reentry safety. The parachutes are part of SpaceX’s ongoing improvements to its human-rated spacecraft, and Crew-11 will serve as their first operational test.

The Falcon 9 booster supporting this launch is core B1094, which has launched in two previous Starlink missions, as well as the private Ax-4 mission on June 25, as noted in a Space.com report.

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The four-members of Crew-11 are NASA astronauts Zena Cardman and Mike Fincke, as well as Japan’s Kimiya Yui and Russia’s Oleg Platonov.

Tight launch timing

Crew-11 is slated to arrive at the ISS just as NASA coordinates a sequence of missions, including the departure of Crew-10 and the arrival of SpaceX’s CRS-33 mission. NASA’s Bill Spetch emphasized the need for careful planning amid limited launch resources, noting the importance of maintaining station altitude and resupply cadence.

“Providing multiple methods for us to maintain the station altitude is critically important as we continue to operate and get the most use out of our limited launch resources that we do have. We’re really looking forward to demonstrating that capability with (CRS-33) showing up after we get through the Crew-11 and Crew-10 handover,” Spetch stated.

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EV fans urge Tesla to acquire Unplugged Performance for edge in fleet and security industry

Unplugged Performance has built a name for itself by producing performance upgrades for Tesla vehicles.

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Credit: Unplugged Performance

A growing number of Tesla enthusiasts and longtime community voices are calling on the electric vehicle maker to acquire Unplugged Performance, a California-based aftermarket company best known for tuning Tesla vehicles and developing specialized government fleet solutions under its UP.FIT division.

The idea was once considered a niche proposal among EV fans, but it is now gaining serious attention not just as a performance play but as a strategic move to deepen Tesla’s roots in the fleet and security industry. 

A strategic fit

Unplugged Performance has built a name for itself by producing performance upgrades for Tesla vehicles, from track-optimized components to visual and aerodynamic upgrades. But in recent years, its UP.FIT division has pivoted toward a more functional future by outfitting Tesla vehicles like Model Ys for police, military, and government use.

That work has sparked growing calls for closer collaboration with Tesla, especially as the EV maker increasingly leans into autonomy, AI, and fleet services as core components of its next chapter.

“I posted this four years ago, but I think it’s more true now than ever,” wrote Whole Mars Catalog, a well-known Tesla investor and FSD Beta tester, on X. “Tesla should buy Unplugged. But not just as a Performance division. What they are doing with UP.FIT unlocks large government and commercial fleet purchases that can improve utilization.”

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Tesla fans such as shareholder Sawyer Merritt echoed the sentiment, calling Unplugged a “great fit within Tesla.” adding, “They are literally located directly next to Tesla’s design studio in Hawthorne.”

Enabling the next wave

Supporters of the idea noted that integrating Unplugged into Tesla’s corporate structure could help accelerate the adoption of autonomous technologies in government sectors. With UP.FIT patrol cars already in use across some U.S. police departments, Tesla fans envisioned a future where self-driving Teslas could potentially revolutionize law enforcement, search-and-rescue, and public service logistics.

“Just imagine how autonomous patrol cars could transform policing and bring us into a safer future,” the veteran FSD tester wrote.

The benefits could also extend to Tesla’s existing consumer base. “They also have some incredible products in the works that I think will appeal to many ordinary Tesla drivers — not just those looking for performance or mods. Stuff that’s so good it should have come straight from the design studio next door,” Whole Mars Catalog noted.

Unplugged Performance, founded in 2013, shares not just a product vision with Tesla, but also geography. Its Hawthorne headquarters sits directly adjacent to Tesla’s design studio, and the two companies have maintained a close working relationship over the years. The aftermarket firm has long positioned itself as a “mission-aligned” partner to Tesla.

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In response to the recent calls for acquisition, Unplugged Performance acknowledged the support from the community. “Our very existence is to support the Tesla mission with @UpfitTesla and @UnpluggedTesla,” Unplugged CEO Ben Schaffer posted on X. “We love working with Tesla and are grateful for the community’s support since 2013!”

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Tesla debuts hands-free Grok AI with update 2025.26: What you need to know

All new Tesla vehicles delivered on or after July 12, 2025, will include Grok AI out of the box

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Credit: Tesla China

Tesla has begun rolling out Grok, an in-car conversational AI assistant developed by xAI, to eligible vehicles starting July 12. The feature marks the most direct integration yet between Elon Musk’s artificial intelligence startup and Tesla’s consumer product lineup, offering drivers hands-free access to a chat-style companion while on the road.

Grok comes pre-installed on new vehicles

According to Tesla’s FAQ page for the feature, all new vehicles delivered on or after July 12, 2025, will include Grok AI out of the box. Owners of older vehicles may gain access through an over-the-air update, provided their vehicle meets a few hardware and software requirements.

Specifically, Grok is currently only supported on Tesla models equipped with an AMD infotainment processor and running vehicle software version 2025.26 and higher. Compatible models include the Model S, Model 3, Model X, Model Y, and Cybertruck. A Premium Connectivity subscription or active Wi-Fi connection is also required.

Tesla notes that additional vehicle compatibility may arrive in future software updates.

Grok’s features and limitations for now

Drivers can engage with Grok using the App Launcher or by pressing and holding the voice command button on the steering wheel. Grok is designed to answer questions and hold conversations using natural language, offering responses tailored to its chosen personality—ranging from “Storyteller” to the more eccentric “Unhinged.”

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For fun, Tesla posted a demonstration of Grok likely running on “Unhinged” talking about what it would do to Optimus when they are on a date, much to the shock of the humanoid robot’s official social media account.

It should be noted, however, that Grok cannot currently issue commands to the vehicle itself, at least for now. Traditional voice commands for tasks like climate control, navigation, or media remain separate from Grok as of writing.

The feature is being released in Beta and does not require a Grok account or xAI subscription to activate, although that policy may change over time.

Grok privacy and in-car experience

Tesla emphasizes that interactions with Grok are securely processed by xAI and not linked to a user’s Tesla account or vehicle. Conversations remain anonymous unless a user signs into Grok separately to sync their history across devices.

Tesla has also begun promoting Grok directly on its official vehicle webpages, showcasing the feature as part of its in-car experience, further highlighting the company’s increasing focus on AI and infotainment features on its all-electric vehicles.

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