Tesla’s Dojo Supercomputer Boosts Residential Value by $500B

Morgan Stanley Analysts increased Tesla shares from $250 to $400, predicting the huge potential for the DOJO supercomputer in the field of autonomous driving.

In a research report, Morgan Stanley indicates that the upcoming dojo supercomputer from Tesla can add up to $500 billion to the manufacturer’s market capitalization, which currently stands at $875 billion.

The Dojo supercomputer, developed by Tesla, is specifically designed to process large volumes of data from sensors and cameras installed on the company’s cars. However, analysts believe that its applications can extend much further.

Dojo utilizes the D1 artificial intelligence processor, which features 354 specialized CPU cores. The chips are combined into a 5×5 grid using TSMC’s packaging technology “chip-on-over-on-substrate” (CowOS) to create the DOJO training platform.

Six of these DOJO platforms are combined into the V1 system, which is capable of delivering computing power of one exaflop. According to Elon Musk, the combined computing power of the DOJO cluster may exceed 100 exaflops.

In addition to selling cars, Dojo allows Tesla to provide AI-as-a-Service (AIaaS) for automakers seeking complete autonomous driving capabilities.

Tesla’s main objective is to accelerate the training of Full Self-Driving (FSD) technology. “Thanks to training on real video data, we may have the largest training dataset in the world,” emphasized Tesla.

Furthermore, Elon Musk predicts that Tesla shareholders can expect an annual income of over $30,000 with the successful launch of robotaxi. Musk also believes that this innovation can completely replace traditional cars and insists on creating vehicles without mirrors, steering wheels, and pedals, suggesting that this approach could radically transform the car industry.

Considering all these factors, Tesla is not only seen as a car manufacturer but also as a technological giant poised to disrupt the markets it operates in. With the new opportunities presented by DOJO, the future of the company seems incredibly promising.

/Reports, release notes, official announcements.