NVIDIA EMAILS: ELON MUSK DIVERTING TESLA GPUS TO HIS OTHER COMPANIES

Summary from the TLDR newsletter

Elon Musk redirected 12,000 H100 GPUs ordered by Tesla to X. He had told investors in April that Tesla had spent $1 billion on GPUs in the three months of the year. Tesla has been developing its own in-house supercomputer for AI, but Musk has previously said that it would be redundant if the company could source more H100s. X's order of 12,000 H100s will be redirected to Tesla.