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NVIDIA and Bosch partner on AI self-driving car supercomputer

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NVIDIA CEO Jen-Hsun Huang announced to attendees at the Bosch Connected World conference in Berlin this week that they have partnered with Bosch to producing  an artificial intelligence supercomputer aimed at the self-driving car industry.

“I’m so proud to announce that the world’s leading tier-one automotive supplier — the only tier one that supports every car maker in the world — is building an AI car computer for the mass market,” said Huang. “We’ve really supercharged our roadmap to autonomous vehicles. We’ve dedicated ourselves to build an end-to-end deep learning solution. Nearly everyone using deep learning is using our platform.”

The announcement made by NVIDIA comes on the heels of this week’s announcement that the world’s leading chipmaker Intel will be acquiring ex-Tesla Autopilot partner Mobileye for $15 billion.

NVIDIA’s Drive PX platform with Xavier technology can process up to 30 trillion deep learning operations a second while drawing just 30 watts of power. It is intended to provide Level 4 autonomy, where a vehicle equipped with the technology can drive on its own.

Huang noted that a wide variety of companies are actively working on self-driving solutions. From carmakers like Audi, Ford, BMW, and Tesla, to technology companies such as Waymo, Uber and China’s Baidu.

As the self-driving car industry continues to take shape, vehicles will require an unprecedented level of computing power to make instantaneous decisions on nearly an infinite number of scenarios that can take place in a real world environment. Though vehicles on the road today are equipped with driving-assist features like Tesla Autopilot that allows the car to detect object and handle acceleration and braking when needed, the requirements for autonomous driving are dramatically more demanding. Cars that stray from their lanes, objects that fall onto the roadway, rapid shifts in weather conditions, deer that dart across the road. The permutations are endless, said Huang.

Despite the positive outlook on a self-driving future being presented at Bosch Connected World, the conference also revealed a significant difference of opinion between the companies in attendance regarding when they expect full Level 5 autonomy – when a vehicle can drive entire on its own without human involvement – to become widely available. Huang told the conference he expects to have chips available that will permit Level 3 automated driving which still requires a human driver to intervene, by the end of this year. He sees those chips being incorporated into customers’ cars and on the road by the end of 2018. The following year will see chips capable of Level 4 full autonomy on the road. The distinction between Level 4 and Level 5 full autonomy is that Level 4 does not cover every driving scenario.

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Elmar Frickenstein, the head of autonomous driving at BMW, told the conference his company will be ready to offer cars with Level 3 capability in 2021 with Level 4 and Level 5 autonomy following shortly thereafter. He thinks self-driving cars may first be produced in small numbers for fleet customers like Uber, Waymo, and Baidu.

Surprisingly, Bosch CEO Volkmar Denner told the attendees his timeline for fully self-driving cars for mainstream customers is not before 2025, if then.

Fully self driving cars that can operate in all environments require enormous computing power, Huang told the conference. “No human could write enough code to capture the vast diversity and complexity that we do so easily, called driving,” he said.

The conference highlighted the differences between traditional car companies, which think full autonomy is still 7 to 10 years away, and chip companies like NVIDIA who see a much shorter timeline. Huang thinks companies like his will drive the pace of change faster than predicted. “In the near future, you’re going to see these schedules pull in,” he says.

Tesla, which uses a supercomputer made by NVIDIA on Model S, Model X and the upcoming Model 3 that are equipped with Autopilot 2.0 full self-driving hardware, is perhaps the most optimistic of all when it comes to having fully autonomous vehicles on the road. Elon Musk believes every car equipped with the Hardware 2 package will begin seeing Full Self-Driving capabilities as early as this year, barring regulatory approval.

Tesla’s Full Self-Driving Capability to arrive in 3 months, “definitely” by 6 months, says Musk

Tesla is accumulating driving data from billions of miles of real world driving each day and using that information to improve its algorithm for Autopilot.

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Elon Musk

SpaceX’s biggest test yet arrives this week and it’s not a rocket launch

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SpaceX will report second quarter results after the market closes on Tuesday, August 4, marking the first time the company has opened its books to the public since its record IPO in June. Management will host a live audio only webcast at 4:30 p.m. ET, streamed on X, with no dial in option.

The debut carries more weight than a typical first quarter as a public company. Two trading days after the release, on August 6, the first tranche of SpaceX’s lockup expires, freeing roughly 911.5 million insider and employee shares, worth well over $100 billion at current prices and the largest such release in Wall Street history. A second, larger tranche tied to the stock trading 30 percent above its $135 IPO price never triggered, since shares have spent most of July trading below that price.

Wall Street’s models point to revenue near $6.9 billion for the quarter, up sharply from the $4.69 billion SpaceX reported in the first quarter, with a narrower per share loss than the $1.27 posted three months earlier, according to estimates compiled by Motley Fool. Those numbers will be the first look at how SpaceX’s three segments, Starlink, launch and AI, are performing independently.

SpaceX scores another massive Pentagon deal to support military satellites

Investors heading into the call have a specific list of questions. How many net new Starlink subscribers did SpaceX add after ending March with 10.3 million, and is average revenue per user holding up as the service expands into lower income markets. How much of the AI segment’s revenue reflects contract signings with Anthropic, Google and Reflection AI this year, deals that combined could annualize to nearly $28 billion if fully ramped. Whether capital expenditures, which nearly doubled in the AI segment alone between 2024 and 2025, are still accelerating or starting to plateau. And whether management offers any forward guidance at all, something SpaceX has never done publicly.

The report will also land days after Elon Musk publicly denied a Wall Street Journal report describing internal planning to separate Tesla’s China business ahead of a potential Tesla-SpaceX merger. Whether Musk or SpaceX executives address that speculation on the call, even indirectly, maybe something investors will be listening for on Tuesday.

As Teslarati reported after Musk’s own warning to short sellers last week, the CEO has made clear he expects skeptics to be proven wrong over time. Tuesday will be the first chance for the numbers themselves to make that case.

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SpaceX’s Starship just got filmed by its own cargo

SpaceX released new footage of Starship in space captured by the Starlink satellites it deployed.

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SpaceX released a new video Friday evening showing Starship from an angle showcased by its own Starlink satellites, watching the rocket drift away in orbit.

The 65 second clip, posted on X, stitches together footage from four cameras mounted on a single Starlink V3 satellite. It opens with a close view of Starship’s 171 foot upper stage, still catching sunlight, then pulls back as the two spacecraft separate.

The footage comes from Starship’s 13th flight test, which launched July 24 from Starbase after a scrubbed attempt and an abort caused by an engine issue the week before. When Flight 13 finally flew, it carried the first batch of functional Starlink V3 satellites Starship has ever deployed, twenty of them, with six equipped with cameras meant to scan the ship’s heat shield during reentry.

Flight 13 checked most of its boxes. Starship deployed all 20 satellites, relit a Raptor engine in space, and splashed down softly in the Indian Ocean off Western Australia. Musk’s longer term plan calls for a Starlink V3 constellation of 100,000 satellites, according to a recent FCC filing, with Starship as the only vehicle capable of launching them at the volume that requires. Each Starship flight is designed to carry up to 60 V3 satellites once the vehicle reaches routine service, well beyond what Falcon 9 can carry in a single mission.

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Starship is next expected to fly with an attempt at catching the ship itself with the launch tower’s mechanical arms, a maneuver SpaceX has so far reserved for the Super Heavy booster.

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Tesla Model Y L’s new features flexed at unveiling event at Diner

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Tesla Model Y L in a field
Credit: Tesla

Tesla flexed the new features of the Model Y L with a dedicated media event at the company’s Diner on Santa Monica Boulevard in Los Angeles.

The Model Y L is the extended-wheelbase version of the all-electric crossover, which has been voted the best-selling car in the world on three occasions. The vehicle is already rolling off production lines at Gigafactory Texas, and first deliveries are slated to take place later this year.

Tesla brings Model Y L ‘Launch Series’ to the U.S. at $61,990

Teslarati was invited to the event, but due to some scheduling conflicts, we could not make it to Los Angeles. Instead, we will have our hands on a media unit sometime in August, so we’ll be able to spend some more extended time with the Model Y L.

However, plenty of those who made it to LA shared some cool features that set the Model Y L apart from the Model Y.

Multi-Row Climate Control

Tesla fitted the Model Y L with full climate control on all three rows on the front screen. It can be adjusted by selecting which row you’d like to modify on the right-hand side of the touch screen:

Better Rear Window Visibility

One of the strangest things about the Model Y, especially the Juniper iteration, is the rear window has extremely limited visibility when looking into the rearview mirror.

Tesla has improved upon this with the Model Y L:

PowerShare will be included

Model Y L will come with PowerShare in North America, with an 11.5kW output to your home. Tesla said it would require Powerwall 3 for operation.

Wireless Charging Pad

There has been some speculation that Tesla would upgrade the wireless charging pads in the United States, but this is not the case.

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Tesla owner fixes common feature complaint with crafty DIY retrofit

Tesla confirmed that it does not come with the cooled pads as the Y L in China does. This is because North America has not adopted Qi charging yet.

Thermal Management Improvements

These improvements in the Model Y L were seen with thermal management:

  • Up to 15% faster cabin cooling
  • +23% thermal efficiency gained in hot weather, 7 miles of real-world range gained
  • 8x more solar energy reflection off of glass roof
  • 30% reduction in solar energy entering the cabin

Demand

Tesla said the Model Y L is almost sold out in the U.S. It comes with

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  • 1 year of FSD Supervised
  • 1 year of Supercharging
  • 1 year of Premium Connectivity
  • Free exterior paint color, interior, and wheel option at no additional cost
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