Tesla emerges as surprising rival to AMD and Nvidia in quest to grab next-gen HBM4 memory for AI and supercomputers

• HBM4 chips poised to power Tesla's advanced AI ambitions
• Dojo supercomputer to integrate Tesla’s high-performance HBM4 chips
• Samsung and SK Hynix compete for Tesla's AI memory chip orders

As the high-bandwidth memory (HBM) market continues to grow, projected to reach $33 billion by 2027, the competition between Samsung and SK Hynix intensifies.

Tesla is fanning the flames as it has reportedly reached out to both Samsung and SK Hynix, two of South Korea's largest memory chipmakers, seeking samples of its next-generation HBM4 chips.

Now, a report from the Korean Economic Daily claims Tesla plans to evaluate these samples for potential integration into its custom-built Dojo supercomputer, a critical system designed to power the company’s AI ambitions, including its self-driving vehicle technology.

Tesla’s ambitious AI and HBM4 plans

The Dojo supercomputer, driven by Tesla’s proprietary D1 AI chip, helps train the neural networks required ...