supplierScore 60/100Research
Tesla deploying Cortex-1 and Cortex-2 AI training systems with computing power equivalent to 230M NVIDIA H100 GPUs for Optimus AI development
Elon Musk· Tesla / SpaceX / xAI· Robotics· 2026-05-30· about NVIDIA (NVDA)
“And it is interested in the super-account system Cortex-1 and 2 in Texas, which is equipped with a performance equivalent to more than 230 million graphics processors NVIDIA H, 100 for training smart intelligence for robots.”
Why it matters
Tesla's Optimus AI training explicitly requires GPU-scale computing capacity, establishing NVIDIA as a critical supplier for Tesla's robotics AI infrastructure and validating massive semiconductor demand from robotics sector.
Investment implication
Strong signal of sustained, large-scale GPU demand from Tesla for AI model training; supports NVIDIA's data center growth thesis in AI/robotics applications.