In this discussion, the hosts discuss two major topics. First, they talk about the ongoing strike in the automotive industry and the challenges faced by both unions and automakers. Second, they discuss Tesla's plans to double its orders for advanced computer chips (Dojo supercomputers) from TSMC, highlighting the significance of this move in the context of Tesla's technological advancements. They also touch upon chip manufacturing processes and contracts with semiconductor manufacturers.
Sure, here are the key facts from the provided text:
1. Tesla plans to double its chip orders for its Dojo computer.
2. Tesla recently launched the Nvidia h100 supercomputer and the dojo silicone computer.
3. Jeff Lutz, a supply chain executive, is joining the discussion.
4. The United Auto Workers union has voted to go on strike and rejected a 21% pay increase offered by Stellantis.
5. The union is concerned about the transition to electric vehicles and potential changes in labor structure.
6. There are worries about tiers of employees and potential workarounds for wage increases.
7. The strike may impact the company's cost structure in the short term and long-term wage increases could affect their future.
8. Tesla is investing in advanced computing technology, specifically the D1 chip and its integrated fan out system.
9. The D1 chip is expected to improve performance, reduce thickness, and enhance thermal performance.
10. Tesla's capacity reservation with TSMC indicates their commitment to securing necessary chip supply for future projects.
Is there anything specific you'd like to know more about?