Tesla spent $1 billion on AI infrastructure in Q1 using cars as distributed computer

$Tesla(TSLA.US)$ $BYD COMPANY(01211.HK)$ $NIO Inc(NIO.US)$ $NIO Inc(NIO.US)$ The article reported that Tesla's artificial intelligence infrastructure capex was $1 billion in the first quarter, the company said in its latest earnings report. In a call during which the electric vehicle company reported falling profits and negative cash flow, Tesla pointed to its AI investment as an opportunity for future growth.
Musk also suggested that, at some undefined point in the future, Tesla cars could operate as Edge systems when they are not moving. "So kind of like AWS, but distributed inference," he said. "Like it takes a lot of computers to train an AI model, but many orders of magnitude less compute to run it.

"So if you can imagine future, perhaps where there's a fleet of 100 million Teslas, and on average, they've got like maybe a kilowatt of inference compute. That's 100 gigawatts of inference compute distributed all around the world. It's pretty hard to put together 100 gigawatts of AI compute. And even in an autonomous future where the car is, perhaps, used instead of being used 10 hours a week, it is used 50 hours a week.

My take: AWS means Amazon Web Service also known as Cloud Computing Service. To put it simply, EM proposes converting Tesla EV fleets into Cloud Computing Service to train its AI software. This a powerful business concept and if works will be bring huge profitability to the company. It reminded me about Dave Lee's Four Technology Adoption S-Curve for Tesla.