On August 8, Bloomberg reported, citing informed sources, that Tesla Inc. will disband its Dojo supercomputer team, and the team leader will leave the company. This move may disrupt Tesla's plan to develop self-designed chips for autonomous driving technology.
Informed sources stated that Peter Bannon, who is in charge of the Dojo project, will resign. Tesla CEO Elon Musk has ordered the closure of the project. Recently, about 20 members of the Dojo team have moved to the newly established DensityAI, while the remaining Dojo employees have been reassigned to other data center and computing projects within Tesla.
Tesla plans to increase its reliance on external technology partners, including adopting computing technologies from NVIDIA and AMD, as well as chip manufacturing services from Samsung Electronics.
This decision marks a major shift in Tesla's project that has been under development for years. Dojo was once regarded as the core of Tesla's multi-billion-dollar plan, which aimed to enhance Tesla's computing power in the AI competition.
Dojo is a supercomputer independently designed by Tesla, used to train the machine learning models behind the company's Autopilot, Full Self-Driving systems, and its humanoid robot Optimus. The computer can receive data collected by vehicles and process it quickly to improve the company's algorithm performance. Analysts have pointed out that Dojo could become a significant competitive advantage for Tesla. Morgan Stanley predicted in 2023 that it might increase Tesla's market value by $500 billion.
However, Musk has hinted at a strategic shift during Tesla's recent quarterly earnings call. He said at the time that Tesla's future self-developed technologies might converge with those of its partners. He stated in the July 23 call: "Intuitively, for Dojo 3 and the AI6 inference chip, we want to converge them into essentially the same chip."
Musk also admitted last year that the company might not push forward with the Dojo project and would instead rely more on external partners.
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Source: Jiangnan Metropolis Daily, integrated with Cailianshe and Phoenix Tech
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