解散Dojo超算团队，马斯克回应

Core Viewpoint - Tesla is disbanding its Dojo supercomputer team, indicating setbacks in its self-developed autonomous driving technology chips and a shift towards reliance on external partners for chip development [4][5][9]. Group 1: Dojo Project and Strategic Shift - The Dojo supercomputer was designed to train models for Tesla's Autopilot and fully autonomous driving programs, but its termination reflects a strategic shift in Tesla's AI competition focus [7][9]. - CEO Elon Musk stated that pursuing two distinct AI chip designs was not meaningful, and efforts will now concentrate on the AI5 and AI6 chips, which are expected to perform well in inference and training [5][9]. - Following the disbandment, approximately 20 members of the Dojo team have joined a new startup, DensityAI, which focuses on developing chips and software for robotics and AI applications [9][15]. Group 2: Talent Loss and Internal Challenges - Tesla is facing significant talent loss, with key figures such as the Dojo project leader and other senior engineers leaving the company [13][14]. - The loss of talent is indicative of broader challenges, including intensified competition, declining sales, and consumer backlash against Musk's political activities [17]. Group 3: External Partnerships and Supply Chain Adjustments - In response to internal setbacks, Tesla is accelerating its reliance on external technology suppliers, including a $16.5 billion agreement with Samsung for AI semiconductor supply through 2033 [19]. - Tesla's supply chain strategy is shifting, with plans to diversify sources for the Dojo 3 system chips, involving Samsung for front-end production and Intel for module packaging [20]. - Musk has indicated a potential integration of self-developed technology with partner technologies, suggesting a collaborative approach moving forward [20]. Group 4: Project Delays and Construction Issues - The termination of the Dojo project is also attributed to significant delays in the construction of the Dojo data center in Austin, Texas, which faced various logistical and weather-related challenges [21]. - Musk expressed frustration over the construction delays, which led to the dismissal of the infrastructure project supervisor and a broader workforce reduction [21].