Tesla(US:TSLA) 3 6 Ke·2025-08-15 12:05Core Viewpoint - Tesla's recent restructuring of its AI organization reflects a strategic shift towards enhancing the efficiency of its Full Self-Driving (FSD) and Optimus robot technologies, consolidating resources to support a unified chip architecture for training and inference [2][17]. Group 1: Organizational Changes - The restructuring involves integrating the original Dojo team into three main areas: hardware, software, and firmware, aimed at improving collaboration and resource allocation [6][8]. - Aaron Rodgers will oversee the hardware direction, focusing on chip design and semiconductor optimization, while Ashok Elluswamy will lead the software team, emphasizing AI algorithm optimization and software integration [6][8]. - Silvio Brugada will manage firmware development, concentrating on safety protocols for the autonomous driving system [8]. Group 2: Dojo Project Termination - The Dojo project, initiated in 2019 to develop high-performance chips for autonomous driving, has been officially terminated, with Tesla shifting focus to the Cortex supercomputer cluster [9][11]. - The D1 chip, developed under the Dojo project, featured advanced specifications but faced challenges such as high manufacturing costs and complex thermal designs, leading to the decision to pivot towards a unified chip strategy [9][11]. Group 3: New Computing Initiatives - Tesla is investing in the Cortex supercomputer cluster, which will utilize over 100,000 NVIDIA H100 and H200 chips, aimed at training neural networks for FSD and Optimus [2][4]. - The upcoming Cortex 2.0 center, set to begin construction in May 2025, will enhance training efficiency with a specially designed computing architecture [4]. Group 4: Future Developments - Tesla plans to release an updated version of its FSD system by September 2025, featuring significant improvements in AI model scale and video compression technology [13]. - The Robotaxi project is also progressing, with plans to expand testing areas and seek operational permits in California by the end of 2025 [14][16].