Elon Musk directed Nvidia chips meant for Tesla to go to X as Tesla aimed to increase order from 35k to 85k H100 units, part of a $10 billion AI expenditure plan.
Musk explained Tesla's inability to handle the shipment, mentioning Giga Texas's 50k H100 chips for Full Self-Driving training, with no immediate use for additional chips.
Nvidia emails showed Musk prioritizing X over Tesla, redirecting 12k H100 GPUs to X while rescheduling X orders to Tesla, causing concerns over bookings and forecasts.
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