Tesla(US:TSLA) Zheng Quan Shi Bao·2025-09-07 05:07Group 1 - Elon Musk announced a successful design review for Tesla's AI5 chip, which is expected to be an epic chip, while the upcoming AI6 is anticipated to be the best AI chip to date [2] - Musk stated that for models with fewer than 250 billion parameters, AI5 is likely the best reasoning chip in all categories, with the lowest cost and the best performance-to-power ratio [5] - The shift from developing two chip architectures to focusing on one allows Tesla's chip talent to concentrate on creating an outstanding chip, which Musk considers a wise decision [6] Group 2 - Tesla has disbanded its internal Dojo supercomputer team, which was responsible for building a high-performance computing platform for training autonomous driving systems and AI models, indicating challenges in developing self-reliant autonomous driving technology chips [7] - Approximately 20 core members of the Dojo team have joined a new AI startup, Density AI, while remaining employees will be reassigned to other data centers or computing-related projects [7] - Tesla's increasing reliance on external partners like NVIDIA, AMD, and Samsung for high-end GPUs and AI chips allows the company to maintain strong AI training performance without bearing all R&D and hardware costs [7] Group 3 - The strategic shift in Tesla's AI chip development reflects its determination to gain control over core chip technology and build a more complete ecosystem [8] - Tesla's "Master Plan" outlines the integration of AI, automation, and large-scale manufacturing to accelerate the transition to sustainable prosperity [8] - A proposal for a substantial compensation package for CEO Musk, valued at approximately $975 billion, is set to be voted on at the upcoming shareholder meeting [8]