Core Insights - Tesla is disbanding its Dojo supercomputer team, disrupting its plans for in-house autonomous driving chip development [1] - CEO Elon Musk has ordered the closure of the Dojo project, with team leader Peter Bannon leaving the company [1] - Tesla will increasingly rely on external technology partners like NVIDIA, AMD, and Samsung for computing power and chip manufacturing [1] Group 1 - The Dojo supercomputer was initially designed to handle large volumes of video data to accelerate Tesla's Autopilot and Full Self-Driving (FSD) systems [5] - Morgan Stanley estimated that Dojo could potentially add up to $500 billion in valuation for Tesla, as it was seen as a key competitive advantage [5] - The construction of the Dojo data center in Austin, Texas, has faced significant delays, leading to frustration from Musk [5] Group 2 - Approximately 20 employees from the Dojo team have left to join a newly founded company, DensityAI, which focuses on developing chips, hardware, and software for robotics and AI applications [5] - Remaining Dojo team members will be reassigned to other data centers and computing-related projects within Tesla [5] - Samsung recently announced a semiconductor foundry supply agreement worth approximately $16.5 billion, which Musk confirmed is for producing Tesla's next-generation AI6 chip [1]

Group 1 - French consumer regulatory authority has issued a strict directive to Tesla, demanding an immediate halt to the promotion of its vehicles as "fully autonomous driving" [1][4] - The regulatory action stems from an investigation initiated in 2023, revealing that Tesla's "Full Self-Driving (FSD)" system misleads consumers into believing it allows for driverless operation, while it still requires driver supervision [4] - Tesla faces a potential fine of €50,000 (approximately ¥416,000) per day if it continues misleading marketing practices regarding its autonomous driving capabilities [1][4] Group 2 - The investigation also uncovered irregularities in Tesla's sales contracts, including lack of clarity on delivery dates and failure to provide refunds or receipts, violating consumer rights [4] - Tesla's sales in Europe have significantly declined, with a reported 67% year-on-year drop in sales in France as of May, marking the lowest new car registration levels since July 2022 [5]