Tesla's 50,000 Nvidia H100 GPU data center is expected to come online later this month, the company said.
The automotive firm's capital expenditure has also continued to increase as it spends more on artificial intelligence infrastructure.
"We've started using the GPU cluster based out of our factory house ahead of schedule, and are on track to get 50k GPUs deployed in Texas by the end of this month," CFO Vaibhav Taneja said in an earnings call. That cluster is believed to be behind schedule, with CEO Elon Musk firing the construction manager in April.
Capex hit $3.5 billion in the quarter, "a sequential increase largely because of investments in AI compute," with annual capex expected to reach "in excess of $11bn" - up $1bn from the last earnings call.
However, Taneja claimed that the company was being "very judicious on our AI compute spend too and saying how best we can utilize the existing infrastructure before making further investments."
Musk added: "We continue to expand our AI training capacity to accommodate the needs of both FSD and Optimus [but] we're currently not training compute constrained.
"What other companies [in the robotics space] are missing is the AI brain, and they're missing the ability to really scale to very high volume production."
The earnings call did not mention Dojo, Tesla's own compute infrastructure with in-house chip designs. Earlier this month, DCD reported that Tesla Dojo fabric lead Eric Quinnell had left to join AWS.
Musk's private AI venture, xAI, set up a data center training cluster in Memphis in just 19 days, something Nvidia CEO Jensen Huang called "superhuman." xAI has claimed the facility has 100,000 GPUs, but it's not clear if they are all live.
The company has also been criticized for running the facility off of gas power, and a lack of consultation with locals. Musk was also criticized for shipping thousands of GPUs reserved for public company Tesla to private ventures X and xAI.
“Elon prioritizing X H100 GPU cluster deployment at X versus Tesla by redirecting 12k of shipped H100 GPUs originally slated for Tesla to X instead,” a December Nvidia memo seen by CNBC said.
Musk replied to the report by saying that Tesla's data center wasn't ready yet, "so they would have just sat in a warehouse."
