Bloomberg quoted people familiar with the matter as saying that Tesla disbanded the Dojo supercomputer team and the responsible person will leave the company. Many recent news has caused the industry to see the flowers.
People familiar with the matter revealed that Peter Bannon, who is responsible for Dojo's plan, will soon leave his post and join DensityAI later, and the executive officer Elon Musk ordered the end of the project. The Dojo team has recently switched to DensityAI, a new company established by former Tesla employees, and the remaining Dojo employees are dispatched to other Tesla data centers and computing projects.
Mask had wanted to develop its own chips, but sources pointed out that Mask's strategy has changed, and the planning relies on external partners, including computing NVIDIA and AMD chips, and handed over to Samsung for foundry.
Mask later posted on social platform X that there is no intention to allocate resources between two AI chip designs. He believes that Tesla's AI5, AI6 and subsequent chip reasoning is excellent, at least in terms of training. You will focus all your energy on this.
It doesn’t make sense for Tesla to divide its resources and scale two quite different AI chip designs.
The Tesla AI5, AI6 and subsequent chips will be excellent for inference and at least pretty good for training. All effort is focused on that.
— Elon Musk (@elonmusk) August 8, 2025
At the same time, Korean media "ZDNet Korea" recently reported that Mask plans Samsung is responsible for Dojo 3's foundry with "D3" chips, and the module production is specially advanced packaging and handed over to the Intel OSAT (outer packaging and testing) department. If the two parties sign a contract, it will be the first industry in which the Crystal OEM and Advanced Packaging are divided into different companies and Tesla is led by cooperation.
The Tesla Dojo system is a super computer designed by the company, specializing in the machine learning model of automatic driving (Autopilot), fully automatic driving (FSD) and humanoid robot "Optimus". The Dojo system is mainly based on Tesla's self-developed D1 chip operation, mainly training artificial intelligence (AI), accelerator similar to NVIDIA. Unlike AI5 and AI6 recommended chips, the latter is responsible for vehicle and robots to execute AI models.
Mask suggests the direction of strategy, Dojo 3 and AI6 recommend chips that may become the same chipIt is worth noting that "ZDNet Korea" mentioned that the first two generations of Dojo (1/2) chips were both foundry and packaged by Telco. But starting from Dojo 3, Tesla will break the single supply chain and Samsung will undertake the full process. In addition, Tesla also revealed that the D3 chip architecture used by Dojo 3 will be merged with AI6, which is convenient for different applications such as self-driving cars, robots and servers.
In other words, if the D3 chip structure is merged with AI6, it is quite reasonable to hand it over to Samsung for the chip foundry, which is inconsistent with Mask's discussion at the latest financial conference.
Mask said that in the future, self-developed technology versions may be consistent with the technology of their partners and suggest the direction of the strategy. "Considering Dojo 3 and AI6 recommendation chips, we will directly hope to find a fusion point that will basically become the same chip."
Tesla turns to rely on external technology partners; new company DensityAI may become potential rivalsMask admitted last year that the company may not be executing Dojo plans for a long time, but relying on external partners, "We are also developing with NVIDIA and Dojo. I would think Dojo is a long-term investment, but it is worth a try because the report may be very high." The outside world speculated that Mask will transform from "self-developed computing power" to "outsourced computing power/manufacturing" to shorten deployment schedule and reduce R&D risks.
Tesla faced the departure of key talents this year, such as Milan Kovac, director of engineering at Optimus and David Lau, deputy president of software engineering, who has left the company; according to Bloomberg's June report, Mask's long-term trust Omead Afshar also suddenly left the company.
Information, the new creation company DensityAI is developing chips, hardware and software for data centers, which will be used in robots, AI agents, automobiles and other fields. DensityAI was founded by former Dojo's responsible person Ganesh Venkataramanan and former Tesla employee Bill Chang and Ben Floering. In the future, it is likely to become potential competitors of Tesla's software and hardware..
https://www.bloomberg.com/news/articles/2025-08-07/tesla-disbands-dojo-supercomputer-team-in-blow-to-ai-effort [단독] 테슬라, 슈퍼컴 ‘도조’ 공급망 삼성·인텔 낙점 Extended reading: Behind Tesla's $1.65 billion order, there is actually Mask's manufacturing capital Faced with Mask's super strict standards, can the Samsung 2 nanometer process be able to afford the exam? Intel Adou is evil! The "Ado that cannot be lifted" may drag Taiyuan into the water again