Tesla(US:TSLA) Zheng Quan Shi Bao Wang·2025-08-09 06:58Group 1 - Tesla is disbanding its Dojo supercomputer team, marking a significant shift in its internal chip development efforts for autonomous driving technology [1][4] - CEO Elon Musk stated that it is meaningless to spread resources across two different AI chip designs, emphasizing a focus on the AI5 and AI6 chips for both inference and training [2][6] - Analysts previously viewed the Dojo system as a potential key competitive advantage, with Morgan Stanley estimating it could add $500 billion in value to Tesla [3][4] Group 2 - Tesla plans to increase reliance on external technology partners, including Nvidia and AMD for computing resources, and Samsung for chip manufacturing [4][5] - Recent reports indicate that approximately 20 employees from the Dojo team have left for a startup called DensityAI, which focuses on AI data centers [5] - Tesla has signed a $16.5 billion deal with Samsung to secure AI chip supply through 2033, with plans for Samsung's Texas factory to produce the next-generation AI6 chips [7] Group 3 - Tesla's sales in major European markets have been declining, with a 60% drop in the UK and a 55.1% decrease in Germany in July [8][9] - The company reported a 12% year-over-year decline in Q2 revenue to $22.496 billion, with net profit down 16% to $1.172 billion [10] - Despite challenges in the automotive sector, Tesla's humanoid robot project, Optimus, is generating market excitement, with plans for prototype release by the end of the year and mass production expected next year [11]