Tesla AI Power Shift as Dojo Project Ends — What Investors Need to Know – August 10, 2025

 10 August 2025 

On August 10, 2025, Tesla officially scrapped its long-awaited Dojo supercomputer project. Yep, the team behind that massive in-house AI infrastructure was let go, and the project is shelved for now. Instead, Elon Musk and the gang are doubling down on collaboration with giants like Nvidia, AMD, and especially Samsung—thanks to a fresh $16.5 billion AI chip deal. These chips—the next-gen AI6 models—will fuel everything from self-driving systems to the Optimus robot and Tesla’s data centers. 

Wall Street immediately took notice. Tesla’s stock popped about 2.3% after the news dropped. Analysts view this as a smart move—concentrating resources and leveraging mature partners to speed up innovation, instead of chasing internal projects. 

Why this matters:

1. Cost efficiency — Outsourcing chip production means lower R&D setbacks.

2. Speed to market — Samsung’s scale can ramp up chip supply faster than Tesla could alone.

3. AI direction — Tesla is clearly reminding the market it’s all about AI and robotics, not just EVs.

But heads up—there’s a narrative here. Tesla is shifting from being tech innovators to tech integrators, which could either be viewed as smarter capitalism or a missed opportunity in autonomy. Still, with its nifty robotaxi plans heating up, this move could supercharge their trajectory.

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