马斯克，剑指“太空AI”

Core Viewpoint - Tesla is reviving its Dojo 3 supercomputer project, which was previously halted, indicating a significant shift in its chip strategy towards space AI computing [3][4][10]. Group 1: Dojo 3 Project Overview - Dojo 3 was initially designed as a supercomputer for machine learning training, with a focus on architecture restructuring and cost optimization [7]. - The project was paused five months ago due to a strategic decision to concentrate resources on AI5 and AI6 chips, moving away from developing custom chips [5][8]. - The revival of Dojo 3 is based on the successful progress of the AI5 chip design, with Tesla actively recruiting engineers for this initiative [5][8]. Group 2: Space AI Ambitions - The new mission for Dojo 3 includes advancing into "space artificial intelligence computing," aligning with Musk's vision of deploying AI computing centers in space [4][10]. - Musk believes that operating large-scale AI systems in orbit will be more cost-effective than on Earth within the next four to five years, leveraging solar energy and cooling technologies [11]. - This vision connects Tesla's various business interests, potentially positioning the company as a major beneficiary if successful [11]. Group 3: Challenges Ahead - Achieving the goal of space-based AI data centers faces significant challenges, including orbital debris, regulatory approvals, and international space policies [12]. - Cooling high-power computing devices in a vacuum presents practical difficulties, despite theoretical advantages [12][13]. - Constructing large AI data centers in geostationary orbit (GEO) is feasible but requires extensive infrastructure, which poses logistical and financial challenges [13][14].