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].

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 ...