[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioa07098db":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcioa07098db","突发！知情人士称马斯克或将解散 Dojo项目，放弃自研芯片","\u002Fdoc\u002Fdcioa07098db","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>据知情人士透露，\u003Cstrong>特斯拉正在解散其内部的Dojo超级计算机团队，\u003C\u002Fstrong>这标志着这家电动汽车巨头在自主研发无人驾驶芯片的道路上迎来重大转折。 \u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"415,260\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20250808\u002Fv2_809006095f4b4b0487ba0443949e632d@5576020_oswg107516oswg415oswg260_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\">\u003C\u002Ffigure>\n\u003Cp>Dojo负责人Peter Bannon也将离职。这一决定意味着，特斯拉将放弃其耗资数十亿美元、旨在通过自研芯片增强AI计算能力的核心战略，转而更依赖外部合作伙伴。 \u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"1080,607\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20250808\u002Fv2_2e281995e4134222a701888fa0a05f2b@5576020_oswg265002oswg1080oswg607_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\">\u003C\u002Ffigure>\n\u003Cp>Dojo的曲折之路\u003C\u002Fp>\n\u003Cp>Dojo项目曾被寄予厚望，被视为特斯拉在人工智能竞赛中的关键武器。这款由特斯拉自主设计的超级计算机，旨在利用其庞大的车队数据，快速训练自动驾驶和完全自动驾驶（FSD）软件背后的机器学习模型，同时还为人形机器人“擎天柱”（Optimus）的研发提供算力支持。\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"1080,608\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20250808\u002Fv2_f25abb9c7d7c41d89194d50c018d8f9a@5576020_oswg57485oswg1080oswg608_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\">\u003C\u002Ffigure>\n\u003Cp>投行摩根士丹利甚至在2023年大胆预测，Dojo如果取得成功，可能为特斯拉增加高达5000亿美元的估值，使其成为无可匹敌的竞争优势。\u003C\u002Fp>\n\u003Cp>不过。马斯克在近期财报电话会议上的表态，已经为这一转变埋下伏笔。他当时暗示，未来的内部芯片开发可能与合作伙伴的技术实现“融合”。去年，马斯克更是坦言，公司在Dojo和英伟达之间同时押注，但“Dojo更像是一次豪赌”。\u003C\u002Fp>\n\u003Cp>随着Dojo团队的解散，这一“赌注”最终被宣告结束。\u003Cstrong>特斯拉未来的计算能力将更加依赖英伟达和AMD等外部技术伙伴，而芯片制造则将交由三星电子负责。\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>就在上周，\u003Cstrong>特斯拉宣布与三星签署了价值165亿美元的协议\u003C\u002Fstrong>，进一步印证了这一战略调整。\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"475,552\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20250808\u002Fv2_df33324e143543d8b8d34ce06da8ddd2@5576020_oswg439137oswg475oswg552_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\">\u003C\u002Ffigure>\n\u003Cp>特斯拉AI团队面临严峻考验\u003C\u002Fp>\n\u003Cp>Dojo团队的解散，也引发了一系列的人才流动。\u003Cstrong>据透露，约有20名Dojo团队成员已经跳槽到新创立的DensityAI公司。\u003C\u002Fstrong>这家由Dojo前负责人Ganesh Venkataramanan等人创立的公司，正在研发用于驱动AI数据中心的芯片、硬件和软件，其应用领域涵盖机器人、AI代理和汽车等多个方面。值得注意的是，前特斯拉投资者关系副总裁Martin Viecha也已加入该公司担任顾问。\u003C\u002Fp>\n\u003Cp>这一系列的人才流失，仅仅是特斯拉今年以来所面临挑战的一部分。面对日益激烈的市场竞争、销售下滑以及马斯克政治立场引发的争议，特斯拉近期遭遇了关键人才的集中出走。包括擎天柱项目工程主管Milan Kovac和软件工程副总裁David Lau等核心人物相继离职，马斯克多年的亲信Omead Afshar也在两个月前突然离开。\u003C\u002Fp>\n\u003Cp>特斯拉内部核心团队的动荡，以及Dojo项目的叫停，正值公司亟需在AI和自动驾驶领域保持领先地位的关键时刻。这一系列动作背后的深层考量，以及它将如何影响特斯拉未来的AI布局，值得市场持续关注。\u003C\u002Fp>","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202508-stk\u002FUploaderg2znmd14izx_2025_08_07_18_12_08.jpeg","2025-08-08T01:11:32.647","2025.08.08","2025\u002F08\u002F08",43292,[22],"TSLA","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]