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Tesla is not producing a self-driving AI chip with AMD, despite reports

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GlobalFoundries, the parent company for chip-maker AMD, denied CNBC reports that it was working with Tesla on an AI self-driving chip, saying that Tesla has not committed to working with the company on any project.

CNBC reported Wednesday that Tesla may be undertaking production of its own AI chip for autonomous driving, however this was later corrected by GlobalFoundries who said that there is no deal with Tesla in the works.

“Tesla has not committed to working with us on any autonomous driving technology or product,” the spokesperson said in an email to Reuters on Thursday.

Instead, a company spokesperson told Reuters that there was a mix up in a company presentation that detailed companies interest from companies like Tesla and Google. The mixup prompted a big discussion about Tesla and CEO Elon Musk’s recent efforts to bring self-driving capabilities to Tesla drivers.

Musk has put the pressure on Tesla and its AI team by saying a fully autonomous drive from Los Angeles to New York would be completed by year’s end.

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“November or December of this year, we should be able to go all the way from a parking lot in California to a parking lot in New York with no controls touched in the entire journey,” Musk said.

Recent reports have surfaced that show Tesla has increased data gathering on autonomous vehicles as well. The wider range of data being collected includes driver interventions of Autopilot’s Autosteer feature, road classifications, as well as vehicle speed against a curve radius of any given road.

Musk’s bold claims, combined with increased data gathering and now rumors surrounding vertically integrating an AI chip production process, fortifies Tesla’s push to develop a fully autonomous vehicle as soon as possible.

Tesla’s Director of Artificial Intelligence Andrej Karpathy recently tweeted open opportunities on Tesla’s Autopilot Vision team.

Karpathy replaced longtime Apple executive Chris Lattner as Director of Artificial Intelligence after both Lattner and Tesla believed he wasn’t a good fit for the position.

 

I'm an East Coast reporter for Teslarati. Contact me at matt@teslarati.com

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Tesla quietly flexes FSD’s reliability amid Waymo blackout in San Francisco

“Tesla Robotaxis were unaffected by the SF power outage,” Musk wrote in his post.

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Tesla highlighted its Full Self-Driving (Supervised) system’s robustness this week by sharing dashcam footage of a vehicle in FSD navigating pitch-black San Francisco streets during the city’s widespread power outage. 

While Waymo’s robotaxis stalled and caused traffic jams, Tesla’s vision-only approach kept operating seamlessly without remote intervention. Elon Musk amplified the clip, highlighting the contrast between the two systems.

Tesla FSD handles total darkness

The @Tesla_AI account posted a video from a Model Y operating on FSD during San Francisco’s blackout. As could be seen in the video, streetlights, traffic signals, and surrounding illumination were completely out, but the vehicle drove confidently and cautiously, just like a proficient human driver.

Musk reposted the clip, adding context to reports of Waymo vehicles struggling in the same conditions. “Tesla Robotaxis were unaffected by the SF power outage,” Musk wrote in his post. 

Musk and the Tesla AI team’s posts highlight the idea that FSD operates a lot like any experienced human driver. Since the system does not rely on a variety of sensors and a complicated symphony of factors, vehicles could technically navigate challenging circumstances as they emerge. This definitely seemed to be the case in San Francisco.  

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Waymo’s blackout struggles

Waymo faced scrutiny after multiple self-driving Jaguar I-PACE taxis stopped functioning during the blackout, blocking lanes, causing traffic jams, and requiring manual retrieval. Videos shared during the power outage showed fleets of Waymo vehicles just stopping in the middle of the road, seemingly confused about what to do when the lights go out. 

In a comment, Waymo stated that its vehicles treat nonfunctional signals as four-way stops, but “the sheer scale of the outage led to instances where vehicles remained stationary longer than usual to confirm the state of the affected intersections. This contributed to traffic friction during the height of the congestion.”

A company spokesperson also shared some thoughts about the incidents. “Yesterday’s power outage was a widespread event that caused gridlock across San Francisco, with non-functioning traffic signals and transit disruptions. While the failure of the utility infrastructure was significant, we are committed to ensuring our technology adjusts to traffic flow during such events,” the Waymo spokesperson stated, adding that it is “focused on rapidly integrating the lessons learned from this event, and are committed to earning and maintaining the trust of the communities we serve every day.”

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Waymo scrutinized after self-driving taxis cause traffic jams during SF blackout

It’s not farfetched to speculate that it would have been a doomsday scenario for Tesla had FSD behaved this way.

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Credit: @AnnTrades/X

A power outage across San Francisco over the weekend forced numerous Waymo self-driving taxis to stop at darkened intersections and cause traffic blockages in multiple locations across the city. The disruption left riders stranded, frustrated drivers blocked, and city officials stepping in as the Alphabet-owned company temporarily suspended service amid the widespread gridlock.

Needless to say, it would likely have been a doomsday scenario for Tesla had FSD behaved in a similar way, especially if fleets of its robotaxis blocked traffic for numerous drivers. 

Power outage halts Waymo fleet

The outage knocked out electricity for tens of thousands of customers, leaving traffic signals dark across large parts of the city, as noted in a report from the New York Times. Waymo vehicles began stopping at intersections and remained stationary for extended periods, seemingly unable to operate. Tow truck operators worked through the night removing immobilized vehicles, while videos circulated online showing Waymos with hazard lights flashing as traffic backed up around them.

Waymo later confirmed that it had paused its Bay Area ride-hailing service after the San Francisco mayor’s office contacted the company about the congestion its vehicles were contributing to. Service began coming back online shortly after 3:30 p.m. local time, though some users still reported being unable to request rides. Waymo maintained that no injuries or accidents were reported during the outage.

Autonomous cars during emergencies

The incident surprised industry observers since autonomous vehicles are designed to function during signal outages and temporary connectivity losses. Waymo stated that its vehicles treat nonfunctional signals as four-way stops, but “the sheer scale of the outage led to instances where vehicles remained stationary longer than usual to confirm the state of the affected intersections. This contributed to traffic friction during the height of the congestion.” Experts suggested the problem may have been linked to the vehicles’ reliance on remote assistance teams, which help resolve complex situations the cars cannot handle independently.

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“Yesterday’s power outage was a widespread event that caused gridlock across San Francisco, with non-functioning traffic signals and transit disruptions. While the failure of the utility infrastructure was significant, we are committed to ensuring our technology adjusts to traffic flow during such events,” the Waymo spokesperson stated, adding that it is “focused on rapidly integrating the lessons learned from this event, and are committed to earning and maintaining the trust of the communities we serve every day.”

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Tesla aims to combat common Full Self-Driving problem with new patent

Tesla writes in the patent that its autonomous and semi-autonomous vehicles are heavily reliant on camera systems to navigate and interact with their environment.

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Credit: @samsheffer | x

Tesla is aiming to combat a common Full Self-Driving problem with a new patent.

One issue with Tesla’s vision-based approach is that sunlight glare can become a troublesome element of everyday travel. Full Self-Driving is certainly an amazing technology, but there are still things Tesla is aiming to figure out with its development.

Unfortunately, it is extremely difficult to get around this issue, and even humans need ways to combat it when they’re driving, as we commonly use sunglasses or sun visors to give us better visibility.

Cameras obviously do not have these ways to fight sunglare, but a new patent Tesla recently had published aims to fight this through a “glare shield.”

Tesla writes in the patent that its autonomous and semi-autonomous vehicles are heavily reliant on camera systems to navigate and interact with their environment.

The ability to see surroundings is crucial for accurate performance, and glare is one element of interference that has yet to be confronted.

Tesla described the patent, which will utilize “a textured surface composed of an array of micro-cones, or cone-shaped formations, which serve to scatter incident light in various directions, thereby reducing glare and improving camera vision.”

The patent was first spotted by Not a Tesla App.

The design of the micro-cones is the first element of the puzzle to fight the excess glare. The patent says they are “optimized in size, angle, and orientation to minimize Total Hemispherical Reflectance (THR) and reflection penalty, enhancing the camera’s ability to accurately interpret visual data.”

Additionally, there is an electromechanical system for dynamic orientation adjustment, which will allow the micro-cones to move based on the angle of external light sources.

This is not the only thing Tesla is mulling to resolve issues with sunlight glare, as it has also worked on two other ways to combat the problem. One thing the company has discussed is a direct photon count.

CEO Elon Musk said during the Q2 Earnings Call:

“We use an approach which is direct photon count. When you see a processed image, so the image that goes from the sort of photon counter — the silicon photon counter — that then goes through a digital signal processor or image signal processor, that’s normally what happens. And then the image that you see looks all washed out, because if you point the camera at the sun, the post-processing of the photon counting washes things out.”

Future Hardware iterations, like Hardware 5 and Hardware 6, could also integrate better solutions for the sunglare issue, such as neutral density filters or heated lenses, aiming to solve glare more effectively.

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