Tesla Disbands Dojo Supercomputer Team, Upending AI Effort

Project Status - Tesla is disbanding its Dojo supercomputing team, with the team leader leaving the company and approximately 20 workers departing for Density [1] - Remaining Dojo team members are being reassigned [1] - Tesla will now primarily rely on NVIDIA for its supercomputing needs [4] Strategic Shift - Tesla is focusing on designing its own chips and outsourcing manufacturing to TSMC and Samsung [6] - The company views focusing on scaling its own chip production as a higher priority than pursuing the Dojo project [6] Financial Implications - An analyst at Morgan Stanley previously suggested the Dojo project could add $500 billion to Tesla's valuation, which is now unlikely [5] Technological Development - Tesla initially intended to use the Dojo supercomputer to process video data from its cars to develop safer autonomous driving technology [3] - The company aims to replicate or surpass NVIDIA's capabilities in autonomous driving technology [2]