Tesla(US:TSLA) Sou Hu Cai Jing·2026-01-19 08:11Group 1 - Tesla CEO Elon Musk announced the completion of the AI5 chip design, leading to the restart of the Dojo 3 supercomputer project development [1][2] - The Dojo project aims to provide robust computing power for autonomous driving systems and AI models, reducing reliance on external suppliers [1][4] - Analysts believe the AI5 chip will support more complex Full Self-Driving (FSD) system algorithms, with its production timeline directly impacting the rollout of Tesla's FSD features [1][5] Group 2 - The AI5 chip is expected to achieve performance levels of 2000-2500 TOPS, approximately five times the current HW4 chip performance [5] - Production of AI5 chip samples and small-scale deployment is planned for 2026, with mass production expected in 2027 [5][6] - Tesla is transitioning its FSD offering from a one-time purchase model to a monthly subscription model starting February 14, aiming to lower usage barriers and increase penetration [7][8]