It is possible, but how likely is it that Tesla took sampling of AMD chips from a foundry that is not the foundry that AMD uses for their own chips if their IP is underlying the chip? I don’t know, you tell me, I am not a chip designer (probably should have been, but another lifetime. These chip designers are almost like gods it seems - if they are any good).
Further, as I discussed on the New Paradigm board a bit, even at the June, 2017 trade show, where all the big chip companies showed up, AMD was finally putting forward its entry into the AI field, but there was no mention of autonomous driving, whereas Nvidia was all over autonomous driving at the trade show.
Does it make sense, given that Mobileeye/Intel and Nvidia have years of experience and actual product in autonomous driving, and yet Tesla is going to go with AMD, a product (if it exists) that has only just been born no later than last year, with 0 time in the field, no prototypes until now, and is going to displace Nvidia?!?
Like I said, it is Musk, so who knows, but this absolutely makes no sense, this rumor. And AMD is full of false rumors. This is because AMD is the most full of hope stock in the entire stock market. It has had it for decades. Why? Because AMD is always "cheap’ and yet the markets it is in have utterly enormous TAMS (they are Intel’s CPU market, and Nvidia’s GPU market) and all investors think is that AMD needs just take 10% market share from one of these companies and like OMG! Or so goes the thought process.
So here, AMD taking over Tesla…were rich! Is how it goes.
I will not rule anything out, but yeah, there is little analysis that makes it credible, and no sourcing revealed, and finally an utter denial by the AMD foundry.
Ah, will move on and see what may or may not come of it.
Tinker