特斯拉将迎重大转向，马斯克发声

Core Viewpoint - Tesla is shifting its AI strategy from an emphasis on internal full-stack development to a high level of collaboration with computing power suppliers, marked by the dissolution of its internal Dojo supercomputer team [1][2]. Group 1: Strategic Shift - The Dojo team, responsible for building Tesla's high-performance computing platform for training autonomous driving systems and AI models, has been disbanded [1]. - CEO Elon Musk stated that it is unreasonable for Tesla to allocate resources to develop two distinct AI chips and emphasized focusing efforts on the AI5 and AI6 chips [1][2]. - The decision to dissolve the Dojo team reflects a strategic adjustment, as Tesla has increasingly relied on external partners for chip procurement and computing resources, including Nvidia, AMD, and Samsung [2]. Group 2: Talent and Cost Considerations - Key personnel, including Dojo team leader Peter Bannon, are leaving the company, with around 20 core members joining a new AI startup, DensityAI [1][2]. - The high costs and long timelines associated with building and maintaining an internal supercomputing platform have led to a reduction in self-developed hardware, allowing Tesla to free up funds and manpower for commercialization efforts [2]. Group 3: Technical Implications - Analysts suggest that this decision may weaken Tesla's autonomous development capabilities in certain AI areas, as the Dojo project was expected to significantly enhance performance in processing autonomous driving video data and optimizing neural network models [3]. - The adjustment is likely to strengthen the positions of Nvidia, AMD, and Samsung in Tesla's AI infrastructure, potentially increasing their market share in the autonomous driving and AI training chip sectors [3]. - Tesla recently signed a $16.5 billion agreement with Samsung for the production of AI6 chips, indicating a continued reliance on external suppliers [3].