Tesla(US:TSLA) Sou Hu Cai Jing·2026-01-23 05:40Core Viewpoint - Elon Musk's recent announcement to restart the Dojo3 project indicates a significant shift in strategy towards developing a space-based data center, reflecting a fundamental change in his approach to AI and computing needs [1][9][10]. Group 1: Dojo Project Background - The Dojo project was initially aimed at solving Tesla's autonomous driving training issues, with Musk introducing it in April 2019 as a powerful training computer capable of processing vast amounts of video data [3]. - By August 2021, Tesla had significantly increased its GPU count for cloud deployment to 11,544, highlighting the growing demand for computational power due to rising vehicle sales and complexity in autonomous driving features [3][4]. - Musk's decision to develop Dojo was partly driven by the high costs of NVIDIA GPUs, aiming to reduce dependency on them and explore alternative cost-sharing models, such as offering Dojo's computing power as a subscription service [4][5]. Group 2: Challenges and Setbacks - The Dojo project faced significant delays due to high technical demands and innovation challenges, leading to the departure of key personnel and a shift back to reliance on NVIDIA GPUs [7]. - By August 2025, reports indicated that Tesla had halted the Dojo project, with Musk stating that it was impractical to develop two distinct AI chip designs simultaneously [7][8]. Group 3: Dojo3 and Space Data Centers - The recent restart of Dojo3 is strategically aligned with Musk's vision for space-based data centers, which aim to address energy shortages and operational costs associated with AI training [9][10][11]. - Musk's comments on the need for AI computing power and energy efficiency underscore the importance of developing infrastructure that can leverage solar energy in space, which is seen as a more sustainable and cost-effective solution [11][15]. - The concept of space data centers is gaining traction among industry leaders, with Musk's plans being supported by his resources and capabilities through SpaceX, which can facilitate the deployment of such infrastructure [21][22]. Group 4: Future Directions - Musk is reportedly accelerating SpaceX's IPO plans to fund the ambitious project of building AI data centers in space, with a target to complete the IPO by July 2026 [23][25]. - The Dojo3 project is positioned as a critical component in Musk's broader strategy to establish a robust AI infrastructure that supports both Tesla's autonomous driving initiatives and the envisioned space data centers [26][27].