马斯克公布AI芯片路线图，并重启Dojo 3！

Group 1 - Tesla's CEO Elon Musk announced an ambitious AI chip roadmap, planning to release new AI processors every nine months, surpassing competitors Nvidia and AMD's annual release schedule [2][3] - The strategy aims to enable Tesla to produce the world's highest volume AI chips and accelerate innovation in autonomous driving and robotics [3] - The new AI5 chip design is nearing completion, promising up to 50 times the performance of the current AI4 chip, with a tenfold improvement in performance per dollar and three times better power efficiency, specifically designed for Full Self-Driving (FSD), Robotaxi, and Optimus robots [3] Group 2 - Tesla has signed a $16.5 billion agreement with Samsung to support the development and mass production of the AI6 chip, which aims for approximately double the performance of AI5 and is expected to enter mass production by 2028 [3] - Future AI7, AI8, and AI9 chips will follow the nine-month design cycle to rapidly iterate AI technology and gain competitive advantages [3] - The vertical integration strategy is expected to optimize chip design and potentially make Tesla's chips the highest volume products globally, addressing current hardware limitations in running complex FSD models [3] Group 3 - Tesla plans to restart the development of its third-generation supercomputer Dojo (Dojo 3) as the AI5 chip design reaches a mature state, indicating a revival of the Dojo project [5] - The previous Dojo team was disbanded, and the strategy shifted towards relying on external computing resources, primarily using Nvidia's AI chips for training [5] - Dojo 3 is likely to be built around the AI5 and AI6 chips, serving as a backend computing support for Tesla's Autopilot, FSD, and Optimus machine learning models [5]