Electrek reports:
Tesla wants to sell modular AI data center hardware, according to a new trademark application for a product called "Megapod." The filing describes a complete, self-contained computing system for AI workloads...
Tesla filed the "Megapod" trademark (serial number 99893717) with the U.S. Patent and Trademark Office this month, through its longtime IP counsel. It's an intent-to-use application, meaning Tesla is claiming the name for a product it hasn't launched yet. The goods-and-services description is unusually specific for a trademark. Megapod covers "modular data center hardware systems for artificial intelligence computing, comprised of computer servers, computer hardware for artificial intelligence data processing, networking equipment, power distribution units, and cooling systems." It also covers "self-contained modular computing hardware systems for artificial intelligence workloads," integrated platforms sold as a single unit — an enclosure bundling compute, power distribution, and cooling — and downloadable software to monitor, manage, and optimize those systems.
In plain terms: Tesla wants to sell a turnkey AI data center building block. Not a battery, not a chip on its own, but the full rack-and-room of servers, networking, power, and cooling that AI training and inference run on.
Tesla's offering would have to compete with Nvidia's liquid-cooled, rack-scale systems that simulates a giant GPU, the article points out. But "The bigger issue is that Tesla has no merchant compute-hardware business to build on."
Tesla's own AI training cluster, Cortex at Gigafactory Texas, runs on roughly 67,000 Nvidia H100-equivalent GPUs. In other words, Tesla is one of Nvidia's customers, not a competitor selling alternative hardware... Where Tesla does have a real AI-data-center business is power, not compute. Its Megapack and new Megablock energy storage products are selling into AI data centers as grid buffers — Musk's own xAI has bought roughly $1 billion of Megapacks to keep its training runs powered. That energy-storage strength is the one credible thread here. A Megapod that bundles Tesla's power electronics, thermal management, and the enclosure — the "shell" around the chips rather than the chips themselves — would at least sit adjacent to a business Tesla actually runs.
Read more of this story at Slashdot.
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