Tesla(US:TSLA) Zhi Tong Cai Jing·2025-08-08 14:13Core Viewpoint - Tesla is disbanding its Dojo supercomputer team, which may disrupt its plans for developing in-house chips for autonomous driving technology [1] Group 1: Company Actions - Tesla's CEO Elon Musk stated that the disbandment of the Dojo team is due to resource allocation issues, indicating that developing two distinct AI chip designs simultaneously is not sensible [1] - The project closure was ordered personally by Musk, and Peter Bannon, the head of the Dojo project, will be leaving the company [1] Group 2: Team and Resource Allocation - Approximately 20 members of the Dojo team have transitioned to a newly established company called DensityAI, while the remaining Dojo employees are being reassigned to other data centers and computing projects within Tesla [1] Group 3: Future Strategy - Tesla plans to focus on the development of AI5, AI6, and subsequent chips, which are expected to perform well in inference and reasonably well in training [1] - The company intends to increase reliance on external technology partners, including utilizing computing technologies from NVIDIA and AMD, as well as chip manufacturing services from Samsung Electronics [1]