马斯克，重大宣布！

Core Viewpoint - Tesla is restarting the development of its Dojo 3 supercomputer project following the completion of the AI5 chip design, which is deemed crucial for the company's future AI capabilities [1][2]. Group 1: AI5 Chip Development - Elon Musk emphasized the importance of the AI5 chip, stating that it will be a powerful chip with performance comparable to Nvidia's Hopper level for a single SoC and approaching Blackwell level for a dual-chip configuration, while being significantly cheaper and more energy-efficient [2]. - The AI5 chip is expected to be the best inference chip for models with fewer than 250 billion parameters, boasting the lowest cost and the best performance-to-power ratio to date [2]. - The decision to focus on a single chip architecture rather than developing two different designs is seen as a strategic move to concentrate talent and resources on creating a superior product [2]. Group 2: Dojo Project Status - Reports indicate that Tesla previously disbanded its internal Dojo supercomputer team, which was responsible for building a high-performance computing platform for training autonomous driving systems and AI models, highlighting challenges in the company's self-developed chip technology [3]. - Approximately 20 core members of the Dojo team have joined a new AI startup, Density AI, founded by former Dojo head Ganesh Venkataramanan, while remaining Tesla employees have been reassigned to other data centers or computing projects [3]. - The Dojo project was initially mentioned by Musk in 2019, aiming to reduce reliance on external suppliers by developing proprietary chips and systems for enhanced computational power [3]. Group 3: Financial Implications - Morgan Stanley estimated that full deployment of the Dojo system could potentially enhance Tesla's valuation by billions of dollars [4].