重启！刚刚，马斯克重大宣布！

Core Viewpoint - Tesla is set to restart the development of its supercomputer project Dojo 3 following the completion of the AI5 chip design, which is crucial for enhancing its Full Self-Driving (FSD) capabilities and reducing reliance on external suppliers [2][4]. Group 1: AI5 Chip Development - The AI5 chip is designed to support more complex FSD algorithms, with performance expected to reach 2000-2500 TOPS, approximately five times that of the current HW4 chip [8][9]. - The production timeline for the AI5 chip includes sample and small-scale deployment in 2026, with mass production anticipated in 2027 [9]. - The AI5 chip's development is critical for Tesla's robot business and the overall advancement of its autonomous driving technology [2][9]. Group 2: Dojo Project - The Dojo project aims to provide robust computational support for Tesla's autonomous driving systems and AI models, thereby minimizing dependence on external suppliers [6]. - Morgan Stanley estimates that full deployment of the Dojo project could lead to a potential valuation increase of several billion dollars for Tesla [6]. - The project was initially paused in 2025 but is now being revived as resources are refocused on the AI5 and subsequent chips [5][6]. Group 3: Strategic Shift in FSD - Tesla will transition its FSD offering from a one-time purchase model to a monthly subscription service starting February 14, aiming to lower usage barriers and increase penetration [10][12]. - The previous one-time purchase price for FSD was $8,000 in the U.S. and approximately 64,000 RMB in China [10]. - This strategic shift indicates a significant change in Tesla's approach to autonomous driving, focusing on creating a continuous revenue stream [12].