埃隆・马斯克过去数年一直着重强调的 AI 超级计算机 "Dojo" 项目，最终还是落下了帷幕。2025 年 8 月，特斯拉正式宣布解散 Dojo 团队，并全面终止该项 目。就在一年前，特斯拉还曾信心满满地表示，将通过第二代 Dojo 在 2026 年实现商业化，然而仅仅几周后，却将其定义为 "进化的死胡同"。Dojo 曾是象 征特斯拉将超越单纯电动汽车制造商、转型为 AI 企业的标志性项目。如今，我们该如何解读这座 "AI 的坟墓"？ Dojo 是特斯拉为训练自家自动驾驶神经网络而自主设计的超级计算机，其核心在于特斯拉自研芯片 "D1/D2"。这一构想的初衷，是打造一套不依赖英伟达 GPU、具备更快运算速度与低延迟架构的系统。 马斯克曾通过 Dojo 描绘出一幅宏伟蓝图：特斯拉将凭借 Dojo 完成 "基于视觉的自动驾驶"，并将其应用于自动驾驶出租车（Robotaxi）与类人机器人 （Optimus）。通过存储、处理海量行驶影像数据，训练出模拟人类视觉的人工智能 —— 这种技术路径本身就极具吸引力。 但现实却事与愿违。特斯拉未能将自动驾驶的成果与 Dojo 直接关联，芯片性能也始终无法追上英伟达 H100、H ...

Market Performance - The Shanghai Composite Index rose by 1.24% to 3812.51 points, while the Shenzhen Component Index increased by 3.89% to 12590.56 points, and the ChiNext Index surged by 6.55% to 2958.18 points, indicating a strong market performance across major indices [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 23,488 billion yuan, a decrease of over 2,300 billion yuan compared to the previous day [1] Sector Analysis - Key sectors such as semiconductors, automotive, and pharmaceuticals saw significant gains, with solid-state batteries and lithium battery concepts experiencing explosive growth [1] - The CPO concept, composite copper foil concept, and consumer electronics concept also showed strong performance [1] Real Estate Policy Changes - Shenzhen has relaxed its real estate regulations, particularly in non-core areas, which is expected to help reduce inventory and support the housing market [3] - The new policy is more aggressive than recent measures in Beijing and Shanghai, potentially stabilizing the real estate market in Shenzhen [3] Solid-State Battery Industry - The Ministry of Industry and Information Technology has issued a plan to support the development of solid-state battery technology, indicating strong governmental backing [4] - The policy is expected to accelerate the industrialization process of solid-state batteries, with significant growth in orders for related equipment observed since June [4] Computer Industry Growth - The computer industry is experiencing a notable increase in revenue and net profit, driven by factors such as sustained CAPEX, technological upgrades, and improved supply [5] - AI applications are significantly contributing to growth, with expectations for continued acceleration in the second half of 2025 [5] Robotics Sector Developments - Tesla's Optimus remains a central figure in the robotics market, with plans for mass production and ambitious delivery targets [7] - The sector is expected to see continuous positive developments, with various companies making strides in humanoid robotics [7] Government Initiatives - The Ministry of Industry and Information Technology is focusing on fostering emerging industries, including AI and robotics, to enhance the competitiveness of the information and communication sectors [8] Hang Seng Index Adjustments - The Hang Seng Index will increase its constituent stocks from 85 to 88, with new additions including China Telecom, JD Logistics, and Pop Mart [9] Tesla AI Chip Developments - Tesla is working on a new AI chip, with expectations that the upcoming AI6 chip will be the best to date, showcasing the company's commitment to advancing AI technology [10]

公众号记得加星标⭐️，第一时间看推送不会错过。 来源 ： 内容 编译自 timesofindia 。 埃隆·马斯克透露了特斯拉即将推出的 AI5 和 AI6 芯片的新细节，声称它们可以为汽车乃至更广泛的 AI 计算性能树立新的标杆。 " 今 天 刚 刚 和 特 斯 拉 AI5 芯 片 设 计 团 队 进 行 了 一 次 很 棒 的 设 计 评 审 ！ 这 将 会 是 一 款 史 诗 级 的 芯 片，"马斯克在 X 上说道。"而接下来的 AI6 也有望成为迄今为止最好的 AI 芯片。" 马斯克解释说，特斯拉已经整合了其硅片路线图，从两种芯片架构减少到一种。"从两种芯片架构转 变为一种，意味着我们所有的硅片人才都将专注于打造一款令人难以置信的芯片。现在回想起来，这 简直是理所当然的。"他补充道。 今年夏初，特斯拉正式放弃其 Dojo 超级计算机平台，转而将所有芯片资源集中用于 AI5 和 AI6。马 斯克表示，这些芯片将作为一种"融合架构"，为汽车和数据中心的推理以及模型训练提供支持。这位 特斯拉首席执行官表示，对于参数数量低于约 2500 亿的模型而言，AI5 将成为"同类最佳的推理芯 片"，提供无与伦比的成本 ...

Group 1 - The Ministry of Industry and Information Technology emphasizes the need to promote new industrialization during the "14th Five-Year Plan" period, focusing on maintaining a reasonable proportion of manufacturing, enhancing technological and industrial innovation, and improving the resilience and security of supply chains [2] - As of the end of August, China's foreign exchange reserves reached $3322.2 billion, an increase of $29.9 billion from the end of July, marking a 0.91% rise [2] - The adjustment of major indices' constituent stocks is set to take effect on September 8, with the Hang Seng Index increasing its constituent stocks from 85 to 88, including China Telecom and JD Logistics [3] Group 2 - President Xi Jinping will attend the BRICS leaders' online summit on September 8 at the invitation of Brazilian President Lula [4] - The People's Bank of China is expected to resume government bond trading operations by the end of the year, following discussions on government bond issuance management [4] - The 10th "Belt and Road Summit" will be held in Hong Kong on September 10-11, gathering over 90 officials and business leaders from 18 countries [4] Group 3 - The Ministry of Ecology and Environment reported that during the "14th Five-Year Plan" period, a total of 124.5 billion yuan was allocated for water pollution prevention, supporting over 6000 key projects [5] - In the first seven months of this year, the proportion of national surface water quality monitoring sections rated as good (Class I-III) was 88.9%, up 0.4 percentage points year-on-year [5] Group 4 - The A-share market experienced fluctuations in the first trading week of September, with the Shanghai Composite Index and Shenzhen Component Index down 1.18% and 0.83%, respectively, while the ChiNext Index rose by 2.35% [6] - The ETF-FOF market is seeing significant expansion, with 12 institutions applying for 17 ETF-FOF products as of September 5 [7] - The Hong Kong market's average daily trading volume reached 248 billion HKD, with southbound trading averaging 120 billion HKD, a year-on-year increase of approximately 2.4 times [7] Group 5 - The A-share private placement market has significantly rebounded this year, with fundraising scale increasing over six times year-on-year [9] - The Hong Kong market has also seen active refinancing activities, with the total placement scale exceeding 200 billion HKD this year [9] - Public funds have increased their investment in the technology innovation sector, with a notable rise in the number of technology-themed fund applications [10] Group 6 - The global demand for uranium is expected to rise significantly due to the expansion of nuclear power, with projections indicating a 33% increase by 2030 [14] - The World Gold Council reported that global official gold reserves increased by 166 tons in the second quarter, remaining at historical highs [21] - Gold prices have reached a record high of $3600 per ounce, with projections suggesting potential increases to $4500 or even $5000 per ounce under certain conditions [21]

2025年9月7日马斯克X表示： 今天刚和特斯拉AI5芯片设计团队进行了一次很棒的设计评审!这将会是一款史诗级的芯片。而接下来 的AI6有望成为迄今为止最好的AI芯片。 从两种芯片架构切换到一种，意味着我们所有的硅片人才都将专注于打造一款令人难以置信的芯片。 现在回想起来，这简直是理所当然。 我认为AI5可能是所有推理芯片中，对于参数数量低于约2500亿的模型来说最好的。迄今为止硅片成 本最低，性能功耗比最高。 AI6 将会更进一步。 我们的芯片团队大约有一半在湾区，一半在奥斯汀，另外还有许多工程师分散在世界各地。 关于250B，有两种可能，一种是直接就可以在本地推理250B，一种是类似DeepSeek V3/R1,671B总参 数，激活37B参数。 如果是类似的比例，那么AI5本地推理是处理的13.79B左右参数量。 理想目前本地处理的是4B左右参数量。 GPT-1/2/3的参数量分别为0.117B/1.5B/175B。 总得来说，自动驾驶前进方向真的越来越明晰，跑更大参数量模型，具备或超越人类思考能力，解决 时延，这事就解决了。 郑小康25年8月11日： 特斯拉已解散 Dojo 超算研发团队，负责人 Pe ...

马斯克，对自家的AI芯片信心十足！ 北京时间9月7日消息，特斯拉CEO马斯克在社交媒体上透露特斯拉自研芯片进展称，AI5已完成设计评审，这款AI芯片将 成为"史诗级"产品。马斯克还表示，AI6芯片会在此基础上实现更大突破。 与此同时，特斯拉为马斯克开出的1万亿美元天价薪酬方案，也引发热议。不少投资者和高管薪酬分析师表示，这份薪酬 方案的设计初衷旨在留住马斯克，回应外界对特斯拉技术前景的担忧，并给予大股东足够的理由支持这一巨额薪酬。不 过，也有特斯拉的投资者称，这一薪酬方案"不负责任"。 来看详细报道！ 涉及芯片，马斯克最新发声 据最新消息，马斯克在社交媒体上发帖称，"今天刚和特斯拉AI5芯片设计团队完成了一场非常出色的设计评审！这款芯 片必将成为一款突破性产品。而紧随其后的AI6芯片，有望成为迄今为止最出色的AI芯片。" 随后，马斯克又补充称，"可能它不是最好的汽车AI芯片，但我认为AI5芯片很可能会成为目前市面上针对参数规模约 2500亿以下模型的最佳推理芯片。它的硅片成本最低，性能功耗比也最高，而AI6芯片会在此基础上实现更大突破。" "从开发两种芯片架构到专注于一种架构，意味着特斯拉所有的芯片人才都将专 ...

特斯拉创始人埃隆·马斯克9月7日在社交媒体上发文称，和特斯拉AI5芯片设计团队在今天进行了一场精彩的设计评审，这将会是一款史诗级的芯片，而即 将推出的AI6有望成为迄今为止最好的Al芯片。 马斯克在评论区补充称，"我认为对于参数少于2500亿的模型来说，AI5很可能是所有类型推理芯片中最好的。"他说："它的成本是迄今为止最低的，性 能、功耗比也是最好的。" 马斯克表示，从同时开发两种芯片架构转变为只开发一种，意味着我们所有的芯片人才都专注于打造一款令人惊叹的芯片。回想起来，这无疑是一个明智 之举。"如果你想从事能拯救生命的芯片研发工作，请加入特斯拉硅团队。毫秒之差至关重要。" 今年8月，马斯克在社交媒体上回复网友称，特斯拉分散资源并同时开发两种截然不同的AI芯片设计是没有意义的。特斯拉的AI5、AI6及后续芯片在推理 方面将表现出色，至少在训练方面相当不错，所有努力都将集中在这上面。 而在该条评论发出的同期，外媒报道称，特斯拉决定解散其内部的Dojo超级计算机团队，该团队原本负责构建特斯拉自研的高性能计算平台，用于训练自 动驾驶系统和人工智能模型。这一决定这标志着特斯拉在自主研发无人驾驶技术芯片方面遇挫，不得 ...

Core Viewpoint - Tesla's AI5 chip is positioned as a groundbreaking product with significant advantages in cost and performance efficiency, while the upcoming AI6 chip is expected to be the best AI chip ever created [1][4][8]. Group 1: AI5 Chip Development - Elon Musk announced a successful design review for the AI5 chip, which is expected to excel in model inference applications with parameters below 250 billion [1][4]. - The AI5 chip boasts the lowest silicon cost and the highest performance-to-power ratio in its class, making it ideal for efficient and cost-effective AI applications [1][4][8]. - The chip is designed for specific scenarios, focusing on vehicle inference and autonomous driving computing clusters, with mass production expected by the end of 2026 [7]. Group 2: AI6 Chip Prospects - The AI6 chip is anticipated to be the core of Tesla's future AI ecosystem, with initial samples to be produced by Samsung Electronics [7]. - The first applications of the AI6 chip will be in Tesla's Cybercab robotaxi and the Optimus humanoid robot, with plans to expand into AI data centers to compete with leading products like NVIDIA's H200 GPU [7][8]. - The AI6 chip's mass production will begin at Samsung's new factory in Texas, set to open in 2025 [7]. Group 3: Strategic Shift in Chip Development - Tesla has made a strategic decision to consolidate its chip design efforts, shutting down the Dojo project and focusing all resources on a single architecture for the AI5 and AI6 chips [6][8]. - This shift is seen as a wise move to enhance chip performance and reduce reliance on external suppliers, thereby strengthening Tesla's integration of hardware and software [8].

Please join the Tesla silicon team if you want to work on chips that save lives. Milliseconds matter. 上午5:35 · 2025年9月7日 · 513.3万 查看 马斯克在评论区补充称，"我认为对于参数少于2500亿的模型来说，AI5很可能是所有类型推理芯片中最好的。"他说："它的成本是迄今为止最低的，性能、功耗比 也是最好的。" 特斯拉创始人埃隆·马斯克9月7日在社交媒体上发文称，和特斯拉AI5芯片设计团队在今天进行了一场精彩的设计评审，这将会是一款史诗级的芯片，而即 将推出的AI6有望成为迄今为止最好的Al芯片。 Elon Musk @elonmusk Q 翻接帖子 Just had a great design review today with the Tesla AI5 chip design team! This is going to be an epic chip. And Al6 to follow has a shot at being the best by Al chip by far ...

特斯拉曾透露正在内部评估整合数千片AI5晶片，以供下一代人工智能模型训练。该评估似乎取得了不错的结果。 当地时间9月7日，特斯拉CEO埃隆•马斯克在社交媒体发帖称， 今天刚和特斯拉AI5芯片设计团队完成一场非常出色的设计评审，称这款芯片将 成为"史诗级"产品，且紧随其后的AI6芯片有望成为迄今为止最出色的AI芯片。 马斯克补充称，他认为AI5可能是对于参数数量低于2500亿的模 型来说最好的推理芯片，"它的硅片成本最低，性能功耗比也最高，AI6会更进一步。" 9月2日，特斯拉正式发布其"宏图计划"第四篇章(Master PlanPart4，简称"宏图计划4")。特斯拉自研芯片是其"宏图计划"的关键一步，这 不仅有望为特斯拉未来核心产品带来性能的显著提升和成本的优化，也使其在软硬件一体化整合上具备了更大优势，少对外部供应商的依 赖，为其自动驾驶技术、机器人产品的快速迭代提供算力基础。 下载财联社APP获取更多资讯 准确 快速 权威 专业 | ( 2.4千 | 1 2.67 | C2 22F | 2 800 | | | --- | --- | --- | --- | --- | | 阿里·谢里夫 � @Zenul ...