Core Insights - Tesla's CEO Elon Musk claims that the value of the humanoid robot Optimus will surpass that of Tesla cars, drawing significant attention to the humanoid robot sector [1] - Tesla's recent $685 million order for actuators from Chinese supplier Sihai Zhikong has sparked a surge in the A-share robot sector, indicating strong market interest and potential growth [1][2] - The commercialization of Optimus is seen as a transformative event that could reshape manufacturing, service industries, and household dynamics, with the Chinese supply chain playing a crucial role [1][4] Industry Developments - Musk's ambition for Optimus includes a delivery target for 2026, with the recent order validating the maturity of the supply chain, particularly for linear actuators that are essential for robot functionality [2][4] - If the price of Optimus is kept under $20,000, the global market could exceed one million units, leading to revenues in the hundreds of billions [4] - The global industrial robot market is projected to reach 10 million units by 2030, with humanoid robots expected to account for over 15% of that market [5] Supply Chain Dynamics - The production of Optimus will require various key components, with Chinese manufacturers currently holding a 70% share of Tesla's supply chain [6] - Sihai Zhikong's actuator business has seen a 320% year-on-year revenue growth in the first half of 2025, with a gross margin above 35%, highlighting the attractiveness of this sector [6] - Other key players in the supply chain, such as Lide Harmonic Drive and Huichuan Technology, are also ramping up production to meet the anticipated demand for Optimus [6] Technological Advancements - Optimus relies on high-performance AI chips, with Tesla's self-developed Dojo supercomputer and Nvidia GPUs forming the computational backbone [10] - The second-generation Optimus has improved joint flexibility by 40% and reduced energy consumption by 25%, laying a solid foundation for commercial applications [4] - Tesla's AI system for Optimus is designed to handle tasks related to environmental perception, motion control, and decision-making, utilizing a multi-sensor fusion approach [10] Future Market Potential - Musk envisions a future where every household may have a humanoid robot, with initial applications in industrial settings and a long-term goal of entering consumer markets [12] - The commercialization of Optimus is expected to unfold in three phases, starting with industrial applications and eventually moving into household roles by 2032 [12][13] - The widespread adoption of humanoid robots could lead to significant changes in employment structures, with predictions of robots replacing 20% of jobs by 2035 while creating new roles [13] Conclusion - The humanoid robot sector is approaching a pivotal moment, with Tesla's supply chain expanding and the potential for significant technological and market advancements [15] - The development of humanoid robots is not only a commercial endeavor but also a milestone in human technological evolution, with ethical and societal implications to consider [15]

Core Viewpoint - Elon Musk revealed new details about Tesla's upcoming AI5 and AI6 chips, claiming they will set new benchmarks for automotive and broader AI computing performance [1][2]. Group 1: AI Chip Development - Tesla has consolidated its chip roadmap from two architectures to one, focusing all silicon talent on creating an incredible chip [1]. - The AI5 chip is expected to be the best inference chip for models with fewer than approximately 250 billion parameters, offering unmatched cost-effectiveness and performance per watt [2]. - The AI5 chip will be manufactured by TSMC, with production expected to start by the end of 2026 [4]. Group 2: Dojo Supercomputer Closure - Tesla officially abandoned its Dojo supercomputer platform, redirecting all chip resources to AI5 and AI6 [1][5]. - The Dojo project faced significant challenges and was ultimately deemed a "dead end" by Musk, leading to its closure and the dissolution of the team behind it [6][8]. - Analysts noted that losing key talent from the Dojo project could derail future initiatives, especially in highly specialized internal technology projects [8]. Group 3: Strategic Shift - The closure of Dojo is viewed by some as a strategic pivot from high-risk, self-sufficient hardware development to a streamlined approach relying on partnerships for chip development [7][8]. - Tesla has signed a $16.5 billion agreement with Samsung to produce the AI6 chip starting in 2026, indicating a shift in focus towards collaboration [4][8]. - Musk emphasized that Tesla is positioning itself as an AI company, not just an automotive manufacturer, aiming to leverage AI for various applications [8]. Group 4: Future Prospects - The AI6 chip is anticipated to power Tesla's Full Self-Driving (FSD) and Optimus humanoid robot, as well as provide high-performance AI training for data centers [8][15]. - Tesla's strategy includes developing its own chips to reduce reliance on Nvidia and other suppliers, which have become increasingly expensive [15][16]. - The potential for Tesla to generate new revenue streams through AI services and software is highlighted, with estimates suggesting a possible increase in market value by $500 billion [16].

Core Viewpoint - Tesla's recent restructuring of its AI organization reflects a strategic shift towards enhancing the efficiency of its Full Self-Driving (FSD) and Optimus robot technologies, consolidating resources to support a unified chip architecture for training and inference [2][17]. Group 1: Organizational Changes - The restructuring involves integrating the original Dojo team into three main areas: hardware, software, and firmware, aimed at improving collaboration and resource allocation [6][8]. - Aaron Rodgers will oversee the hardware direction, focusing on chip design and semiconductor optimization, while Ashok Elluswamy will lead the software team, emphasizing AI algorithm optimization and software integration [6][8]. - Silvio Brugada will manage firmware development, concentrating on safety protocols for the autonomous driving system [8]. Group 2: Dojo Project Termination - The Dojo project, initiated in 2019 to develop high-performance chips for autonomous driving, has been officially terminated, with Tesla shifting focus to the Cortex supercomputer cluster [9][11]. - The D1 chip, developed under the Dojo project, featured advanced specifications but faced challenges such as high manufacturing costs and complex thermal designs, leading to the decision to pivot towards a unified chip strategy [9][11]. Group 3: New Computing Initiatives - Tesla is investing in the Cortex supercomputer cluster, which will utilize over 100,000 NVIDIA H100 and H200 chips, aimed at training neural networks for FSD and Optimus [2][4]. - The upcoming Cortex 2.0 center, set to begin construction in May 2025, will enhance training efficiency with a specially designed computing architecture [4]. Group 4: Future Developments - Tesla plans to release an updated version of its FSD system by September 2025, featuring significant improvements in AI model scale and video compression technology [13]. - The Robotaxi project is also progressing, with plans to expand testing areas and seek operational permits in California by the end of 2025 [14][16].

Core Insights - The recent dissolution of Tesla's Dojo project has led to significant restructuring within the company's AI divisions, with a focus on reallocating top talent to other critical areas such as autonomous driving and humanoid robotics [2][12][25] Talent Redistribution - The majority of the original Dojo team members are being reassigned primarily to the Robotaxi and humanoid robot sectors, as well as to Tesla's autonomous driving hardware development [3][8] - Software developers from the Dojo team are now reporting to Ashok Elluswamy, who oversees AI research for both Robotaxi and humanoid robots [5] - Engineers specializing in silicon chips and semiconductors have been moved to the autonomous driving hardware division to work on the upcoming AI5 chip, reporting to Aaron Rodgers [8][12] Strategic Shift - The termination of the Dojo project indicates a strategic pivot for Tesla, moving away from a fully self-developed approach to a more focused innovation on core autonomous driving technologies [8][25] - The decision to dissolve Dojo aligns with Musk's vision of vertical integration in AI hardware, marking the beginning of a significant reorganization within Tesla's AI framework [12][25] Historical Context and Future Outlook - The Dojo project, initially launched with ambitious goals, has faced stagnation since the introduction of the D1 chip in 2021, leading to its eventual discontinuation [20][23] - Tesla had invested approximately $500 million in the Dojo project, with Musk acknowledging that maintaining competitiveness in AI would require annual investments of at least several billion dollars [23] - The new AI6 chip is expected to outperform the previous Dojo framework, suggesting that while Dojo may be officially closed, its concepts could be integrated into future developments [25][26]

特斯拉上个月还在倒计时Dojo二代芯片量产，现在却突然宣布解散Dojo团队—— 那个曾被寄予"为特斯拉市值狂增5000亿"厚望的Dojo超级计算机团队，终究没能熬过这个夏天。 消息公布后，特斯拉股价在盘后小幅下跌。 Dojo解散，前负责人也另起炉灶办起了自己的DensityAI，来研发用于驱动汽车和汽车行业人工智能数据中心芯片、硬件和软件。 据知情人士透露，大约有20名前Dojo团队成员已经加入了DensityAI。 甚至有人爆料Dojo的负责人持有专利权，且拒绝特斯拉继续使用Dojo。 超级计算团队解散、负责人出走创办芯片公司、专利也不让用了…… 虽然看上去挺惨，但Dojo的解散也不排除是马斯克在进行资源优化调整，毕竟xAI在亚特兰大的数据中心建得还挺成功的。 Dojo本是特斯拉驶向未来的算力引擎 特斯拉Dojo超级计算项目在自动驾驶发展进程中曾是极具野心的布局。 2019年被马斯克首次提及，他说Dojo是一台用于训练人工智能的超级计算机。 2021年，Dojo在首届AI Day上正式亮相并发布了D1芯片，这颗自研的7mm芯片，成为Dojo的核心动力源。 2022年到2023年，马斯克坦言Dojo是"不太可 ...

闻乐 发自 凹非寺 量子位 | 公众号 QbitAI 特斯拉上个月还在倒计时Dojo二代芯片量产，现在却突然宣布 解散Dojo团队 —— 那个曾被寄予"为特斯拉市值狂增5000亿"厚望的Dojo超级计算机团队，终究没能熬过这个夏天。 消息公布后，特斯拉股价在盘后小幅下跌。 Dojo解散，前负责人也另起炉灶办起了自己的 DensityAI ，来研发用于驱动汽车和汽车行业人工智能数据中心芯片、硬件和软件。 据知情人士透露，大约有20名前Dojo团队成员已经加入了DensityAI。 甚至有人爆料Dojo的负责人持有专利权，且拒绝特斯拉继续使用Dojo。 超级计算团队解散、负责人出走创办芯片公司、专利也不让用了…… 虽然看上去挺惨，但Dojo的解散也不排除是马斯克在进行资源优化调整，毕竟xAI在亚特兰大的数据中心建得还挺成功的。 而且少一个团队还少一些财务上的压力，马斯克可能又在打算盘了。 话虽如此，我们还是重点来了解一下Dojo的情况。 Dojo本是特斯拉驶向未来的算力引擎 特斯拉Dojo超级计算项目在自动驾驶发展进程中曾是极具野心的布局。 2019年被马斯克首次提及，他说Dojo是一台用于训练人工智能的超级计算 ...

Core Viewpoint - Tesla is disbanding its Dojo supercomputer team, which will disrupt its internal efforts to develop autonomous driving technology chips [1][4][5] Group 1: Changes in Dojo Project - Peter Bannon, the head of the Dojo project, is leaving, and CEO Elon Musk has ordered the project to be halted [1] - Approximately 20 employees from the Dojo team have recently left for a new company called DensityAI, while remaining staff will be reassigned to other Tesla data centers and computing projects [1][2] Group 2: Shift to External Partnerships - Tesla plans to increase reliance on external technology partners, including Nvidia, AMD, and Samsung Electronics for chip manufacturing [2] - DensityAI, founded by former Dojo leaders, is developing chips and hardware for AI data centers applicable in various fields [2] Group 3: Impact on Tesla's Stock and Talent - Following the news, Tesla's stock price fell slightly in after-hours trading [3] - The company is experiencing a talent drain amid increasing competition, declining sales, and consumer dissatisfaction with Musk's political activities [3] Group 4: Strategic Shift in Technology Development - Tesla has signed a $16.5 billion agreement with Samsung to secure AI semiconductor supply until 2033, diversifying its procurement channels beyond TSMC [3] - Musk hinted at a strategic transformation, suggesting future internal technology iterations may integrate with partner technologies [3][4] Group 5: Historical Context of Dojo - Dojo was initially introduced in 2019 as a supercomputer designed to train Tesla's Full Self-Driving (FSD) neural networks [6][8] - The project has undergone various phases and discussions, with Musk previously acknowledging that Tesla might not always pursue Dojo and could rely more on external partners [4][5]

特斯拉的 Dojo 是目前全球最大的两款处理器之一。这些巨大的晶圆级芯片使用整块 300 毫米晶圆， 这意味着一次性构建更大的计算能力根本不可能。每个 Dojo 晶圆级处理器最多可容纳 8,850 个核 心，但其中一些核心在部署后可能会引发静默数据损坏 (SDC)，从而破坏大规模训练运行的结果。 大型处理器 鉴于 Dojo Training Tile（大型晶圆尺寸芯片）的极端复杂性，即使在制造过程中也不容易检测到有 缺陷的芯片，但是当涉及到静默数据损坏（SDC）时，事情会变得更加复杂。 请记住，所有类型的硬件都不可避免地会出现 SDC，但 Dojo 处理器的电流消耗高达 18,000 安培， 功耗高达 15,000 瓦，这会产生影响。不过，所有核心都应该按预期运行，否则特斯拉的 AI 训练将 变得更加复杂，因为数据损坏导致的一个错误就可能使数周的 AI 训练付诸东流。 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 tesla 。 在大型处理器上检测故障核心并将其禁用是一项挑战，但特斯拉开发了 Stress 工具，该工具不仅可 以在 Dojo 处理器上检测容易出现静默数据损坏的核心，还可以 ...

Core Viewpoint - Tesla is undergoing a significant transformation from an automotive manufacturer to an artificial intelligence company, facing challenges in both its automotive sales and the development of its AI-related business [8][21][24]. Group 1: Financial Performance - Tesla reported its worst quarterly results, with net profit plummeting by 71% and automotive revenue dropping by 20% year-on-year, leading to a state of operational loss [4][26]. - In 2023, Tesla's total vehicle deliveries saw a rare decline of 1%, with revenue growth stagnating at just 1% year-on-year, highlighting the transitional difficulties from automotive to AI [26][49]. Group 2: Market Position and Strategy - Tesla's market valuation has become increasingly decoupled from its actual business progress, as the allure of its AI roadmap has not been matched by tangible advancements in its operations [21][25]. - The company aims to shift its competitive edge from manufacturing to software capabilities, focusing on autonomous driving and robotaxi services, which are expected to drive future profitability [14][16]. Group 3: Product Development Challenges - The highly anticipated Cybertruck has faced multiple production delays, with a significant drop in sales to just 6,406 units in the first quarter of 2023 due to insufficient demand [36][37]. - The Model 2/Q, a budget vehicle aimed at a price point of $25,000, has seen its development timeline extended indefinitely, with no concrete updates on its release [41][44]. Group 4: Competitive Landscape - Tesla's reliance on the Chinese market is increasing, with China being the only market showing positive growth for Tesla in 2024, although its market share has significantly decreased from 15.8% in Q1 2021 to 5.6% in Q1 2023 [49]. - The competitive landscape in the electric vehicle market is intensifying, with numerous alternatives emerging in the same price range as the anticipated Model 2/Q, complicating Tesla's market position [47].