解散Dojo超算团队，马斯克回应

Core Insights - Tesla is disbanding its Dojo supercomputer team, indicating setbacks in its self-developed autonomous driving technology chips and a shift towards reliance on external partners for chip development [1][4] - CEO Elon Musk stated that it is meaningless to spread resources across two different AI chip designs, focusing efforts on the AI5 and AI6 chips for improved performance [1][6] Company Strategy - The termination of the Dojo project highlights a strategic shift for Tesla in the AI competition, with plans to strengthen collaborations with Nvidia and AMD for computing and deeper partnerships with Samsung for chip manufacturing [1][5] - Tesla has entered a $16.5 billion agreement with Samsung to secure AI semiconductor supply through 2033, diversifying its supply sources [5] Talent Loss - Tesla is facing significant talent attrition, with key personnel, including the Dojo team leader, leaving the company, which reflects broader challenges such as intensified competition and declining sales [4][2] - Approximately 20 members of the Dojo team have joined a new startup, DensityAI, which focuses on developing chips and software for robotics and AI applications [4][2] Project Delays - The Dojo project's termination is also attributed to construction delays at Tesla's Austin data center, which faced issues such as delivery problems and adverse weather [6]