马斯克官宣：特斯拉 Dojo “复活”，这次要玩真的

维科网云计算观察01-19

维科网云计算观察在 Dojo 项目被全面叫停仅五个月后，马斯克再次按下重启键，豪赌下一代超级计算机，为特斯拉的自动驾驶和机器人野心注入核心算力。马斯克在 1 月 18 日通过社交媒体X宣布：“随着 AI5 芯片设计完成，我们将重启 Dojo 3 项目。”这一简短声明立即在科技界引发轰动。图源：X此时距离 2025 年 8 月特斯拉突然叫停 Dojo 项目、解散核心团队仅过去 5 个月。2025 年...

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芯片设计缺乏合理性。传统 Dojo 系统依赖特斯拉自研的 D1 芯片和复杂的晶圆级封装技术，而 Dojo 3 则采取了全新的多芯片整合设计思路。马斯克表示，这将是一种将多个芯片集成于单一主板的设计。这种设计能大幅降低超级计算机集群的网络复杂性与整体成本。马斯克将这种整合方案称为“Dojo 3”。芯片战场马斯克宣布重启 Dojo 3 的同时，还发布了一份特殊的招聘启事，邀请有兴趣参与研发世界上产量最高的芯片的工程师加入。这位特斯拉 CEO 特别要求应聘者用三个要点概括自己解决过的最棘手技术难题。特斯拉在 AI 芯片上采取了前瞻性的双代工策略。AI5 芯片将由台积电与三星共同代工，两家的制程略有差异。图源：腾讯三星电子版的 AI5 芯片将采用2纳米工艺制造，与后续的 AI6 芯片处于相同工艺节点。为了满足特斯拉对 AI5 芯片的紧急需求，三星已计划将其美国得州泰勒市晶圆厂的投产时间从原定的 2026 年底提前到当年第三季度。根据马斯克透露的计划，AI5 芯片样品与少量生产预计在 2026 年进行，大规模量产则要等到 2027 年。AI6 芯片预计在 2028 年中量产，性能有望提升约两倍。算力支撑特斯拉迅速重启 Dojo 3 项目的背后，是其全自动驾驶、人形机器人和 Robotaxi 业务对算力日益增长的需求。2025 年 8 月，特斯拉旗下公司获得了得克萨斯州的网约车牌照，可在该州全境开展自动驾驶出租车业务，车辆甚至可以不配备人类安全员。图源：投资网志在得州奥斯汀，特斯拉已经启动了有限的自动驾驶网约车服务。特斯拉的 FSD 累计行驶里程已接近100亿公里。中信建投证券报告显示，到 2026 年第一季度，特斯拉计划完成 Optimus Gen3 人形机器人的设计定型，并在下半年开始规模量产，全年产量目标定为 5 万台。Dojo 超级计算机自 2023 年 7 月投产以来，主要用于处理特斯拉全球车队每日产生的约 1600 亿帧视频数据。通过无监督学习算法，它不断优化完全自动驾驶系统和 Optimus 人形机器人的神经网络训练。参考资料：https://finance.eastmoney.com/a/202601193623016759.htmlhttps://stockfinance.sina.cn/stock/go.php/paper/reportid/820329720242/index.phtml?vt=4https://www.ithome.com/0/894/327.htm·如果觉得内容不错，记得点赞、转发，关注公众号获取最新内容。·","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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