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Tesla upgraded supercomputer with 7,000+ A100 GPUs for Autopilot training; Pinterest deployed 100x larger recommender models on GPUs
Jensen Huang· NVIDIA· AI· 2022-08-25· about Tesla (TSLA)
“Tesla recently upgraded its supercomputer to use over 7,000 A100 GPUs for autopilot training... Pinterest transitioned to 100x larger recommender models by moving its inference from CPUs to NVIDIA GPUs. Its ability to deploy a higher-quality model at high throughput and low latency resulted in a 16% increase in engagement.”
Why it matters
Major consumer tech companies are scaling GPU-based AI workloads significantly. Tesla's 7K+ A100 deployment and Pinterest's 100x model scaling demonstrate traction in core AI use cases (autonomous systems, recommendation engines) driving capex.
Investment implication
Enterprise adoption of GPU-accelerated AI is accelerating in auto (Tesla) and social media (Pinterest). This signals sustained capex cycles for AI infrastructure among large tech companies and validates Hopper demand for next-generation training systems.