团队 “兵变” 可能才是特斯拉 Dojo 黄了的真实原因！_老虎社区_美港股上老虎

团队 “兵变” 可能才是特斯拉 Dojo 黄了的真实原因！

汽车产业前线观察2025-08-12

埃隆・马斯克确认已叫停特斯拉的超级计算机项目 Dojo，但他给出的叫停理由着实令人费解。上周，彭博社的一篇新报道称，特斯拉关闭了其 Dojo 超级计算机项目，原因是有 20 名团队成员离职加入了新创公司 DensityAI。而就在一个月前，首席执行官埃隆・马斯克还表示：“Dojo 2 不错，但 Dojo 3 会很棒。”多年来，马斯克一直宣称特斯拉拥有 “全球最优秀的芯片设计团队”，还称 Dojo ...

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赵小手007
·2025-08-12
只要多跟踪一段时间，就知道musk很会
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芯片，那彼得・班农是怎么回事？班农是负责特斯拉所有定制芯片的架构师，既包括训练计算（Dojo），也包括推理计算（AI6）。据彭博社报道，在人才纷纷涌向 DensityAI 之际，他也离开了特斯拉。但目前尚不清楚他是主动离职，还是马斯克所说的 “艰难人事决定” 的波及者。如果是后者，那就说不通了 —— 既然马斯克对 AI6 芯片如此满意，为何会在班农交付这款新芯片后将其解雇？这一点反而印证了彭博社的说法：Dojo 团队的核心成员离职，对项目造成了重创，因此马斯克才决定关停项目，尤其是在与英伟达等公司的竞争已陷入困境的情况下。此外，人们还得质疑用同款芯片同时承担训练和推理计算的逻辑。这当然不是完全不可能，但听起来并非最优解。训练和推理通常使用不同的数据类型，对吞吐量的要求也各不相同。训练追求高数值精度，而推理则需要低延迟和高瓦特吞吐量（每瓦吞吐量）。公平地说，训练计算机的能效也很重要，但远不及电动汽车上的推理计算机 —— 毕竟车载能源容量有限。不得不说，马斯克确实很会编故事。特斯拉 Dojo 团队基本上已经快 “兵变” 了，而马斯克却把这说成是特斯拉研发出了一款极其出色的推理芯片，所以才解雇了训练计算芯片团队。很明显，这是马斯克为了给不久前还力挺 Dojo 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