突发，特斯拉解散Dojo团队

Core Viewpoint - Tesla is disbanding its Dojo supercomputer team, which will disrupt its internal efforts to develop autonomous driving technology chips [1][4][5] Group 1: Changes in Dojo Project - Peter Bannon, the head of the Dojo project, is leaving, and CEO Elon Musk has ordered the project to be halted [1] - Approximately 20 employees from the Dojo team have recently left for a new company called DensityAI, while remaining staff will be reassigned to other Tesla data centers and computing projects [1][2] Group 2: Shift to External Partnerships - Tesla plans to increase reliance on external technology partners, including Nvidia, AMD, and Samsung Electronics for chip manufacturing [2] - DensityAI, founded by former Dojo leaders, is developing chips and hardware for AI data centers applicable in various fields [2] Group 3: Impact on Tesla's Stock and Talent - Following the news, Tesla's stock price fell slightly in after-hours trading [3] - The company is experiencing a talent drain amid increasing competition, declining sales, and consumer dissatisfaction with Musk's political activities [3] Group 4: Strategic Shift in Technology Development - Tesla has signed a $16.5 billion agreement with Samsung to secure AI semiconductor supply until 2033, diversifying its procurement channels beyond TSMC [3] - Musk hinted at a strategic transformation, suggesting future internal technology iterations may integrate with partner technologies [3][4] Group 5: Historical Context of Dojo - Dojo was initially introduced in 2019 as a supercomputer designed to train Tesla's Full Self-Driving (FSD) neural networks [6][8] - The project has undergone various phases and discussions, with Musk previously acknowledging that Tesla might not always pursue Dojo and could rely more on external partners [4][5]