Tesla(US:TSLA) 大鱼聊电动·2025-08-08 04:24Investment Market News - Tesla's stock closed at $322.27 on Thursday, up $2.36, a 0.74% increase [1] - Morgan Stanley estimates that the humanoid robot market will reach $5 trillion by 2050, far exceeding the total revenue of the world's top 20 car manufacturers in 2024 (approximately $2.35 trillion) [1] - Morgan Stanley predicts that by 2030, the autonomous vehicle market will reach $200 billion [1] Tesla's AI Strategy Shift - Tesla reportedly disbanded its Dojo supercomputer team, with the leader Peter Bannon leaving the company [1] - Morgan Stanley previously valued the Dojo project at $500 billion [1] - Tesla will reportedly increase its reliance on external suppliers, including NVIDIA, AMD, and Samsung Electronics, for computing resources and chip manufacturing [1] - Samsung Electronics signed a 10-year, $16.5 billion chip manufacturing contract with Tesla [1] - Tesla is planning to integrate the Dojo architecture into the AI6 chip for vehicles, Optimus humanoid robots, and data centers to create a unified AI ecosystem [2] Talent Dynamics - Approximately 20 former Tesla Dojo team members left to form a new company called DensityAI [1] - DensityAI is founded by Ganesh Venkataramanan, former head of Tesla's Dojo supercomputer program, and aims to build chips, hardware, and software for AI data centers, focusing on the automotive and robotics fields [2]