From Top Electric.

Tesla is undergoing a significant strategic shift, moving away from its in-house Dojo supercomputer project to focus on its proprietary A15 and A16 chips, as confirmed by Elon Musk. Initially designed to process vast video data from Tesla vehicles to train Autopilot and Full Self-Driving (FSD) systems, Dojo has been shelved to streamline resources. Musk stated that dividing efforts between Dojo and the A15/A16 chips, which excel in inference and are viable for training, was inefficient. These chips will power products like Optimus and Cybercab, reducing complexity and costs in Tesla’s supercomputer clusters. The decision, reported by Bloomberg, led to the departure of Dojo’s lead, Peter Bannon, and about 20 team members, with others reassigned. Tesla is now leaning on external partners like Nvidia, AMD, and Samsung, with the latter securing nearly $20 billion in deals, marking a return to earlier reliance on external hardware. This pivot reflects Tesla’s adaptability in the complex pursuit of autonomy, prioritizing efficiency over sunk costs. Concurrently, Tesla announced the Model 3 Plus in China, launching in September with a 700 km WLTP range (up from 630 km) and a price reduction of approximately $3,000-$4,000. This rear-wheel-drive variant enhances affordability and range, reinforcing Tesla’s competitive edge in the EV market. These moves highlight Tesla’s dynamic approach to innovation, balancing FSD advancements with consumer-focused products.

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