Tesla(US:TSLA) Sou Hu Cai Jing·2025-08-11 02:40Group 1 - Tesla's self-developed chip strategy is undergoing a significant shift, with Elon Musk ordering the dissolution of the Dojo supercomputer team, leading to the departure of team leader Peter Bannon [1] - The company plans to increase collaborations with external technology partners such as Nvidia and AMD, while Samsung Electronics will be responsible for chip manufacturing [1] - The Dojo project, initially designed to support Tesla's Autopilot and fully autonomous driving programs, was a key component of a multi-billion dollar investment plan, with Morgan Stanley estimating it could add $500 billion to Tesla's market value [3] Group 2 - Musk stated that it is not meaningful to disperse resources on developing two different AI chips, emphasizing that the AI5 and AI6 chips will excel in inference and training [4] - Tesla has reached a $16.5 billion agreement with Samsung to ensure AI chip supply through 2033, with Samsung's Texas factory set to produce the next-generation AI6 chips [4] - This move will help Tesla establish a second supply chain layout apart from TSMC, with Samsung currently producing AI4 chips and TSMC manufacturing the newly designed AI5 chips [4]