Musk has reservations about HBM memory

Tesla's CEO, Elon Musk, stated on social media that high-bandwidth memory (HBM) is not a panacea for AI. He argued that while HBM may be the right choice, using standard memory can achieve larger onboard RAM capacities at a lower cost. This suggests that Tesla may be shifting away from solely pursuing high performance in AI chip design and focusing more on cost-effectiveness.