Tesla(US:TSLA) 证券时报·2025-09-07 04:53Core Viewpoint - Tesla is focusing on the development of its AI5 and AI6 chips, with the aim of creating superior AI chip technology that can significantly enhance performance and efficiency in various applications [1][5][10]. Group 1: AI Chip Development - Elon Musk announced a successful design review for the Tesla AI5 chip, which is expected to be an "epic chip" [1][3]. - The transition from developing two chip architectures to one allows Tesla's silicon talent to concentrate on creating a single, outstanding chip [3][7]. - Musk believes that the AI5 chip will likely be the best reasoning chip for models with fewer than 250 billion parameters, boasting the lowest cost and the best performance-to-power ratio [5][7]. Group 2: Strategic Shift and Team Changes - Tesla has disbanded its internal Dojo supercomputer team, which was responsible for building a high-performance computing platform for training autonomous driving systems and AI models [9]. - Approximately 20 core members of the Dojo team have joined a new AI startup, Density AI, while others will be reassigned to different projects within Tesla [9]. - This strategic shift indicates Tesla's increasing reliance on external partners for chip procurement and computing resources, including companies like NVIDIA, AMD, and Samsung [9]. Group 3: Broader Strategic Goals - The development of AI5 and AI6 chips reflects Tesla's ambition to gain control over core chip technology and build a more complete ecosystem [10]. - Tesla's "Master Plan" aims to integrate AI, automation, and large-scale manufacturing to accelerate the transition to sustainable prosperity [10]. - Specific initiatives include products and technologies that promote prosperity, such as solar power, battery storage, autonomous vehicles, and the Optimus robot designed to replace humans in dangerous repetitive tasks [10].