Morgan Stanley Research has valued Tesla's soon-to-be-released Dojo supercomputer at up to $500 billion, potentially increasing the auto giant's valuation significantly. The financial institution believes Dojo’s applications will go beyond Tesla's Full-Self Driving (FSD) capabilities.
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Morgan Stanley's Bullish Prediction on Dojo
- Morgan Stanley has suggested that Dojo might not just enhance Tesla's FSD technology, but could find use in other devices that make real-time decisions based on a visual field.
- Apart from raising Tesla’s valuation, this could potentially open up new markets for the company.
- Following this, Morgan Stanley has increased its target price for Tesla shares from $250 to $400 each.
Dojo Supercomputer Overview
- Tesla has developed Dojo in-house, diverging from conventional AI accelerators and involving its own computing, networking, IO, and instruction set.
- At the heart of Dojo is the D1 AI accelerator processor, containing 354 custom CPU cores. Twenty-five D1 chips are combined to create a Dojo training tile, which could expedite Tesla’s move towards earning revenue from vehicle software.
Future Plans and Implications
- Tesla could potentially become an AI-as-a-service provider to automakers in need of FSD capabilities with Dojo.
- As the development of Dojo continues, Tesla has invested in alternative AI infrastructures, including a cluster of 10,000 of Nvidia's most potent H100 accelerators.
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