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Elon Musk explains Tesla’s new Megapod concept for scaling distributed AI compute: “We’re building a Megapod design that pairs Tesla AI4 computers with x86 systems in a box...essentially digital Optimus in a box Similar to how Megapack packages batteries, a Megapod would combine a large number of AI4 and x86 systems inside one deployable unit These boxes could be placed anywhere across the country or outside the country allowing us to scale AI compute using distributed electricity production There is power available all around the world, including at our Supercharger sites. We have something like 7 gigawatts of power across the Supercharger network, and that continues to grow We could place Megapods at many of these locations and use that distributed power for AI compute I think that could be quite a big deal” Instead of relying entirely on enormous centralized data centers, Tesla could deploy modular AI-compute infrastructure wherever sufficient power is already available

🚨 Tesla just delivered one of its biggest updates yet! Record Q2 deliveries. Strong FSD demand. Robotaxi expanding week after week. Optimus moving into production. AI compute scaling fast. And new Terafab chip plans to speed up the future of autonomy. This wasn't just an earnings update. It was Tesla showing how all of its businesses are coming together. 00:00 Record Quarter Highlights 00:14 FSD Driving Demand 00:53 Energy Growth and CapEx 02:25 Robotaxi Safety and Scaling 03:57 Optimus Vision and Challenges 06:45 Humanlike Dexterity Goals 07:21 Terafab and AI Chip Supply 09:00 Digital Optimus with SpaceX 10:38 Megapod Distributed Compute $TSLA @elonmusk