缩减Dojo项目,核心人才流向DensityAI,特斯拉AI战略迎来大调整?

华尔街见闻
Aug 12, 2025

特斯拉内部的AI版图正经历一场剧烈震动,其一度备受瞩目的Dojo超级计算机项目似乎正走向终结。 8月12日,据追风交易台消息,摩根士丹利分析师团队最新研报指出,特斯拉解散Dojo超级计算机团队,并非简单的项目收缩,而是一次主动的、以提升资本效率为核心的AI战略重心调整。这可能是一次以降本增效为目的的务实调整,市场普遍认为其占用了大量的资本支出和运营支出。 同时,这标志着特斯拉从高成本的自研硬件模式...

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