Tesla(US:TSLA) Sou Hu Cai Jing·2025-09-12 05:47Core Viewpoint - Tesla has officially terminated its AI supercomputer project "Dojo," which was initially seen as a pivotal step in its transformation from an electric vehicle manufacturer to an AI company. This decision reflects a significant shift in strategy and raises questions about Tesla's future direction in AI and autonomous driving [1][6]. Group 1: Project Termination - The Dojo project, aimed at training Tesla's autonomous driving neural networks with self-designed chips, has been disbanded as of August 2025, despite previous ambitions for commercialization by 2026 [1][3]. - The project was intended to create a system independent of Nvidia GPUs, promising faster computation and lower latency, but ultimately failed to deliver on its goals [3][5]. Group 2: Challenges Faced - Tesla struggled to link the outcomes of its autonomous driving efforts directly to Dojo, and the performance of its chips could not keep pace with Nvidia's advancements [6]. - The mainstream AI software ecosystem is primarily optimized for GPUs, which hindered Dojo's development and contributed to its eventual failure [6]. Group 3: Implications of Termination - The dissolution of Dojo highlights the high risks associated with pursuing complete technological independence through self-developed chips and infrastructure, revealing Tesla's limitations in resources and ecosystem [6][8]. - The loss of key personnel from the Dojo team, who have since founded a startup named "DensityAI," indicates a significant talent drain that can jeopardize future projects [8]. - The decision to end Dojo signals a strategic pivot for Tesla from self-reliance to leveraging partnerships, as evidenced by its new collaboration with Samsung for the development of the next-generation AI6 chip [8]. Group 4: Future Outlook - Despite the termination of Dojo, Tesla's ambitions in AI remain intact, with ongoing collaborations with Nvidia, AMD, and Samsung to expand its new supercomputer "Cortex," which is responsible for training the latest version of its Full Self-Driving (FSD) technology [8][9]. - The failure of Dojo serves as a case study of Tesla's bold attempts in the high-risk fields of autonomous driving and AI, raising the question of whether this setback is merely a conclusion or a necessary sacrifice for larger-scale transformation [9].