Diverted AI Resources: Tracking GPU Shipments Reallocated from Tesla to xAI The Nvidia Correspondence: Uncovering the December 2023 Reallocation Investigative analysis of internal supply chain documents reveals a critical resource transfer initiated by Elon Musk in late 2023. This event concerns the redirection of 12,000 Nvidia H100 graphics processing units originally contractually obligated to Tesla. These processors were instead shipped to X, the social media entity formerly known as Twitter, and xAI, a private artificial intelligence venture. Verified internal Nvidia memos dated December 2023 explicitly state: "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." This directive contradicted public statements made by the CEO
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Beneficial ownership research: Triangulating across jurisdictions
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Read Full ReportRoad Toll Concessions: When traffic forecasts become fiction
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