Tesla(US:TSLA) 美股研究社·2025-08-08 10:40Core Viewpoint - Tesla is dissolving its Dojo supercomputer team, indicating setbacks in its self-developed autonomous driving technology and a shift towards reliance on external partners for chip development [5][6][8] Team and Talent Loss - Tesla is facing significant talent loss, with key figures such as the Dojo project leader and other senior engineers leaving the company this year [6][7] - Approximately 20 members of the Dojo team have joined a new startup, DensityAI, which focuses on developing chips and software for AI applications [7] Strategic Shift to External Partnerships - In response to internal project setbacks, Tesla is accelerating its reliance on external technology suppliers, including a $16.5 billion agreement with Samsung for AI semiconductor supply by 2033 [9][10] - Tesla plans to diversify its supply chain for the Dojo system, moving away from a single-source model with TSMC to include Samsung and Intel [10] Project Delays - The termination of the Dojo project is linked to significant delays in the construction of its data center in Austin, Texas, which has faced various issues including delivery problems and adverse weather [11] - The Dojo supercomputer system was intended to enhance Tesla's algorithms for Autopilot and fully autonomous driving, but construction setbacks have hindered its progress [11]