Tesla(US:TSLA) Zhong Guo Qi Che Bao Wang·2025-08-12 09:09Core Insights - Tesla is dissolving its Dojo supercomputer team and integrating its technology into the FSD vehicle chips, marking a shift from independent chip development to a more cost-effective approach [2][3] - The decision to partner with Samsung for chip manufacturing indicates a strategic pivot towards collaboration rather than in-house development, which could reshape the autonomous driving industry [3][6] Company Strategy - The restructuring aims to reduce costs and improve efficiency by merging the training chip (Dojo) and inference chip (HW series) teams, allowing for the development of AI5 and AI6 chips that can handle both training and inference tasks [6][10] - The AI5 chip has already been designed and is being produced by TSMC, while the AI6 chip will integrate the Dojo training module and be manufactured by Samsung, enhancing performance and reducing development time [6][8] Market Impact - The new "training-inference unified" architecture is expected to redefine the hardware paradigm in autonomous driving, allowing Tesla vehicles to act as mobile data centers and reducing reliance on third-party computing platforms [7][10] - Analysts predict that if Tesla's FSD penetration increases from 35% to 60% by 2027, the combined effects of cost reductions and increased market share could add $500 billion to Tesla's market valuation [11] Competitive Landscape - The shift in strategy comes as competitors like Nvidia and Waymo are rapidly advancing their own technologies, making it crucial for Tesla to innovate quickly to maintain its competitive edge [9][11] - The integration of training and inference capabilities within a single chip is seen as a potential industry trend, prompting other companies to explore similar architectures [10]