Tesla(US:TSLA) 智通财经网·2025-08-08 00:49Group 1 - Tesla is disbanding its Dojo supercomputer team, with the project leader Peter Bannon set to leave, marking a significant shift in the company's internal chip development efforts for autonomous driving technology [1] - Approximately 20 employees from the Dojo team have already transitioned to the newly established DensityAI company, while remaining personnel will be reassigned to other data centers and computing projects within Tesla [1] - Tesla plans to increase reliance on external technology partners, including Nvidia and AMD for computing resources, and has chosen Samsung to handle chip manufacturing [1] Group 2 - DensityAI, the company founded by former Dojo head Ganesh Venkataraman and ex-Tesla employees, is focused on developing chips, hardware, and software for AI data centers, with applications in robotics, AI agents, and automotive sectors [2] - Tesla is facing a talent exodus, with key personnel leaving amid increasing market competition, declining sales, and consumer backlash against CEO Elon Musk's political activities [3] - A recent $16.5 billion agreement with Samsung aims to secure AI chip supply through 2033, with plans for Samsung to produce Tesla's next-generation AI6 chips in Texas, establishing a second supply chain outside of TSMC [3] Group 3 - Elon Musk hinted at a strategic shift during Tesla's latest quarterly earnings call, suggesting a potential integration of in-house technology with partner solutions [3] - Musk indicated that the company is pursuing both Nvidia and Dojo paths simultaneously, describing Dojo as a high-risk, high-reward long-term bet with uncertain success probability but significant potential returns [3]