Tesla(US:TSLA) 大鱼聊电动·2025-08-11 04:30AI Strategy Shift - Tesla is consolidating its AI efforts on the AI6 chip, discontinuing the Dojo project due to the emergence of chiplet technology, which allows for a more cost-effective and efficient design [1] - The chiplet strategy involves using a single chip design for both in-vehicle inference and data center training, reducing costs and complexity [1] - Tesla aims to achieve maximum performance per dollar spent by using the same chip design for both inference and training, amortizing costs across millions of vehicles and hundreds of thousands of server nodes [1] - Despite a potential slight performance lag in pure training compared to Nvidia, Tesla's chiplet-based Dojo 3 could lead in cost-effectiveness [1] Production and Operations - The $7,500 federal tax credit for Tesla purchases in the US is ending on September 30, with eligibility based on delivery date, not order date [1] - Tesla increased Model Y lease prices by 14% and extended estimated delivery times from 1-3 weeks to 4-6 weeks, indicating a surge in demand before the tax credit expires [1] - Saia Inc's drivers who tested Tesla's Semi trucks reported a strong preference for them over diesel trucks, praising the navigation system, camera clarity, and turning radius, with the Semi achieving 1.73% kWh per mile efficiency [2] Energy Market Expansion - Tesla is preparing to enter the UK energy market as a household electricity supplier, challenging local companies like Octopus and British Gas, with Tesla Energy Ventures applying for a electricity supply license [2] - Tesla plans to replicate its Texas electricity supply model in the UK, allowing Powerwall users to sell excess solar energy or stored electricity back to the grid, potentially saving money and promoting environmental sustainability [2] Future Outlook - Elon Musk believes Tesla will launch more innovative products and expand production, emphasizing the company's unique level of innovation in the automotive industry [2] - Musk anticipates that Optimus and autonomous driving technology will position Tesla as the world's most valuable company in the long term [2]