特斯拉解散Dojo团队：终止自研芯片计划，转投英伟达与三星

Core Insights - Tesla is disbanding its "Dojo" supercomputer team, signaling a halt to its self-developed chip plans in autonomous driving technology [2] - The decision comes amid increasing competition, declining sales, and talent loss within Tesla [3] - Tesla will rely more on external technology partners, including Nvidia and AMD for computing solutions, and Samsung for chip manufacturing [2][3] Group 1 - The Dojo project was seen as a critical component of Tesla's strategy to enhance its AI capabilities and was expected to significantly increase its market value by $500 billion [2] - Peter Bannon, the head of the Dojo project, is leaving the company, and approximately 20 team members have already joined the newly formed DensityAI [2] - Tesla has signed a $16.5 billion agreement with Samsung to secure AI semiconductor supply until 2033, with a new factory in Texas set to produce the next-generation AI6 chips [3] Group 2 - DensityAI, co-founded by former Dojo leaders, is developing chips, hardware, and software for AI data centers, targeting applications in robotics and automotive sectors [3] - Key personnel losses at Tesla include Milan Kovac and David Lau, indicating challenges in retaining talent amid strategic shifts [3] - Elon Musk hinted at a strategic adjustment during a recent earnings call, suggesting a potential integration of self-developed technologies with partner solutions [3]