Core Insights - Tesla is disbanding its Dojo supercomputer team, which may disrupt its plans for developing in-house chips for autonomous driving technology [1][2] - Peter Bannon, the head of the Dojo project, is leaving the company, and approximately 20 team members have joined a new company, DensityAI [1] - Tesla plans to increase reliance on external technology partners, including Nvidia, AMD, and Samsung for chip manufacturing services [1] Group 1 - Dojo was designed to train Tesla's Autopilot and Full Self-Driving systems, processing data to enhance algorithm performance [2] - Analysts previously indicated that Dojo could provide a significant competitive advantage, with Morgan Stanley estimating it could increase Tesla's market value by $500 billion in 2023 [2] - Elon Musk hinted at a strategic shift during a recent earnings call, suggesting future in-house technology may integrate with partner technologies [2] Group 2 - Musk expressed a desire for the Dojo 3 and AI6 inference chips to be merged into essentially the same chip [2] - Last year, Musk acknowledged that the company might not continue advancing the Dojo project and would rely more on external partners [2] - As of the report, Tesla, Musk, and Bannon have not commented on the situation [2]
马斯克下令解散特斯拉超级计算机团队,负责人离职