Tesla(US:TSLA) 量子位·2025-08-08 04:06Core Insights - Tesla has disbanded its Dojo supercomputer team, which was once expected to significantly increase the company's market value by $500 billion [1] - Following the announcement, Tesla's stock price experienced a slight decline in after-hours trading [2] - The former head of the Dojo team has started a new venture, DensityAI, focusing on AI data center chips and hardware for the automotive industry [4][32] Summary by Sections Dojo Project Overview - The Dojo supercomputer project was a key initiative for Tesla's ambitions in autonomous driving, with the D1 chip being its core component [11][12] - Elon Musk acknowledged that Dojo was a "long shot" but worth trying, planning to invest over $1 billion to expand the project [14][15] - By 2025, Tesla's financial reports no longer mentioned Dojo, indicating a shift towards external partnerships with companies like NVIDIA and AMD [16] Team Dynamics and Leadership Changes - The disbandment of the Dojo team coincided with significant leadership changes, including the departure of key figures like Ganesh Venkataramanan, who co-founded DensityAI after leaving Tesla [19][23] - Peter Bannon, who took over the Dojo project, also left the company following the team's dissolution [26] - Other notable departures included Eric Quinnell, who led the Dojo Fabric project, and several other key personnel [30][33] Financial and Strategic Implications - The dissolution of the Dojo team may reflect Tesla's strategy to optimize resources and reduce financial pressure, especially with ongoing investments in other AI data centers [8][9][18] - The establishment of DensityAI by former Dojo members could position it as a potential competitor to Tesla in the automotive AI sector [32]