'AI supremacy': Nvidia seeing strong demand from Tesla - Morgan Stanley
The investment bank, in its note titled"Tesla and Nvidia: The Journey to AI Supremacy," said Tesla remains fiercely debated as it faces earnings pressure and its business model"crosses the chasm" from autos towards AI and robotics.
Following conversations with AI experts, Morgan Stanley feels that Tesla's"monumental dataset" gathered via its global fleet and the miles traveled could be an advantage for machine learning and neural net training. The investment bank explained that with this in mind, they found comments from their US semiconductor analyst following channel checks on Nvidia"quite insightful."
The bank added that based on its calculations from last year, it had encountered scenarios where"Tesla could end up being among Nvidia's very largest customers in the future."Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors.
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