烧钱六年，Dojo 被判死刑：马斯克自研超算梦是怎么走进死胡同的？

Core Insights - The Dojo project, initially envisioned as a cornerstone for Tesla's AI ambitions, has been officially shut down after six years of development and hype, with the team disbanded by August 2025 [1][4][19] - Tesla's focus has shifted towards a new AI supercomputer project named Cortex, which aims to address real-world AI challenges and has already begun deployment [2][19] - The decision to terminate Dojo has sparked mixed reactions, with some viewing it as a necessary response to declining electric vehicle sales and others seeing it as a strategic pivot towards partnerships for chip development [3][4] Dojo Project Overview - Dojo was designed as a custom supercomputer to train Tesla's Full Self-Driving (FSD) neural networks, with the goal of transforming Tesla into an AI company rather than just an automotive manufacturer [1][5] - The project was expected to enhance Tesla's capabilities in autonomous driving, humanoid robots, and semiconductor independence [1][5] Transition to Cortex - Tesla has begun promoting Cortex, a new AI supercomputer that will support FSD and other AI training needs, while Dojo has not been mentioned in recent updates [2][19] - Cortex is being developed at Tesla's Austin headquarters and is intended to have vast storage for FSD and Optimus video training [2] Reactions to Dojo's Closure - The closure of Dojo has been interpreted by some as a response to Tesla's struggles in electric vehicle sales and the slow rollout of autonomous taxi services [3] - Others argue that the dissolution of Dojo does not signify failure but rather a strategic shift towards leveraging external partnerships for chip development [3] Key Personnel Changes - Following the announcement of Dojo's termination, approximately 20 employees left Tesla to establish a new AI chip and infrastructure company, DensityAI, including Dojo project lead Peter Bannon [4] Financial Implications - Tesla signed a $16.5 billion agreement with Samsung for the development of the next-generation AI6 chips, which are crucial for FSD and other AI applications [4] - Analysts suggest that the shift from Dojo to Cortex could impact Tesla's financial outlook, with potential new revenue streams from AI services [15] Future Directions - Tesla's long-term vision includes the possibility of competing directly with Nvidia in the AI space, although challenges remain in adapting existing AI software to work with Tesla's custom chips [15] - The company continues to invest in AI capabilities, with plans for a new supercomputer in Buffalo, albeit under a different name than Dojo [19]