TLDR
- Elon Musk confirmed Tesla is restarting the Dojo 3 supercomputer project following breakthroughs with the AI5 chip design.
- The original Dojo was shut down months ago after Musk labeled the second generation an “evolutionary dead end.”
- AI5 chips will enter high-volume production in 2027 through TSMC, replacing current AI4 chips in Tesla vehicles.
- Tesla’s $16.5 billion Samsung deal covers manufacturing for the next-generation AI6 chip, still in early development.
- The restart allows Tesla to build in-house AI training infrastructure for autonomous driving and robotics programs.
Tesla is restarting development on its Dojo 3 supercomputer. Elon Musk made the announcement Sunday on social media.
The decision comes after progress on Tesla’s AI5 chip design. Musk said the chip design is “in good shape” and nearing completion.
Just months ago, Tesla shut down its original Dojo supercomputer. The company disbanded the development team working on the project.
Musk called the second-generation Dojo an “evolutionary dead end” at the time. He explained that all development paths pointed toward the AI6 chip instead.
The Dojo 3 restart changes that equation. The supercomputer will use Tesla’s proprietary AI5 chips to train neural networks.
This gives Tesla direct control over its AI training infrastructure. It also reduces the company’s dependence on external GPU suppliers like NVIDIA.
Chip Manufacturing Timeline
Tesla partners with major manufacturers for its AI chip production. Samsung Electronics produces the AI4 and AI5 microchips for Tesla.
Taiwan Semiconductor Manufacturing Company handles manufacturing for the AI5 chips. High-volume production is scheduled to start in 2027.
These chips will replace the AI4 hardware currently used in Tesla vehicles. The company also signed a $16.5 billion agreement with Samsung for AI6 chip production.
Work on the AI6 chip remains in early stages. Musk noted the AI5 design is almost complete.
Building In-House AI Infrastructure
Musk is recruiting engineers to support the Dojo 3 project. He called for applications to work on “the highest-volume chips in the world.”
The supercomputer plays a key role in Tesla’s AI roadmap. It will train systems for autonomous driving and humanoid robotics.
Tesla currently runs a mix of proprietary chips and NVIDIA hardware. The shift toward in-house solutions offers more customization options.
Investors continue watching Tesla’s AI initiatives closely. Products like the Cybercab robotaxi and Optimus robot drive long-term interest.
Recent stock performance reflects optimism about these future projects. This helps balance concerns about softer electric vehicle sales.
Analyst Outlook
Wall Street analysts maintain a Hold rating on Tesla stock. The consensus includes 12 Buy ratings, 11 Hold ratings, and seven Sell ratings.
The average price target stands at $397.47. This represents a potential 9.15% decline from current price levels.
Dojo 3 strengthens Tesla’s push toward self-developed AI infrastructure. Using proprietary chips could improve training efficiency and reduce costs.
Musk explained that Dojo 3 “arguably lives on in the form of a large number of AI6 systems-on-a-chip on a single board.” The AI5 chip progress cleared previous development obstacles that led to the original shutdown.
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