- Despite Tesla trademark application, the Megapod concept already exists
- Megapod's trademark is owned by someone else
- Nvidia and others already dominate this market
Tesla has filed a trademark application for ‘Megapod’ as the company begins to expand beyond electric cars, batteries and solar energy. Already with fingers in the autonomous transportation and humanoid robotics pies with Robotaxi and Optimus, the company is now looking to build modular AI data center infrastructure.
Though the filing is based on an intent-to-use application, meaning that no commercial product is available yet, it describes a self-contained AI computing platform that includes servers, AI hardware, networking equipment, power distribution units, cooling and software.
However, the project and associated trademark application has already hit three big walls – the concept already exists, the ‘Megapod’ trademark is already owned by somebody else, and the market itself is highly crowded with Nvidia, Huawei and others already more established.
Megapod could be related to Megapack
Tesla already uses the ‘Mega’ naming strategy, as evidenced by its Megapack. A battery system that offers a similar commercial proposition to the proposed Megapod, consisting of factory-built complete modules that can be deployed quickly with minimal on-site assembly or construction.
Rather than customers assembling servers, networking, cooling and other infrastructure themselves on-premises, Megapod could arrive as a plug-and-play AI data center, expandable by its modular design.
The news comes around a year after Musk’s company reportedly wound down its Dojo AI training computer project, indicating that it’s no longer gunning for the AI chip market. It now looks like Tesla could be going after more complete physical infrastructure using existing chips, instead.
Mitsubishi already has its own MegaPod, and it possesses a trademark already. And it’s not the first time Musk has faced complications over trademarks, failing to acquire a Robotaxi trademark over it being too generic and facing Cybercab trademark delays after another applicant got in first.
Submer even sells its own MegaPod, described as a data center in a box, adding to the naming complications.
Is there room for Tesla to join the market?
Trademarks aside, if Tesla were to launch a Megapod-type product, it would face stiff competition from established rivals. Nvidia’s DGX and HGX platforms are already commonplace in enterprise deployments, and Huawei has also developed its own solutions based around its Ascend accelerators. Server manufacturers like Dell and HPE also have their own hardware.
However, Tesla could bring its broader experience to the market to entice some customers into its ecosystem. Integration with its Megapack could, for example, give it uninterrupted power supply – xAI has already purchased $1 billion worth of Megapacks. Purchasing power and other internal efficiencies could also keep costs low.
While the company doesn’t really have an existing enterprise customer base, AI startups could be sold on its tech.
Integrated cooling could also be a major selling point, with thermal efficiency now nearly as important as chip performance itself. Nvidia, for example, has already introduced next-generation liquid cooling specifically for its Rubin systems.
As for what’s next, given Musk’s track record and those of his companies, we’re probably more likely to learn about any potential Megapod developments via X posts or surprise launches, rather than blog posts and official announcements.
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