Elon Musk announced Tesla will restart work on its Dojo3 supercomputer, citing progress on the AI5 chip design. The CEO revealed the company is recruiting for the project, just months after Tesla shut down the previous Dojo generation, which Musk called an "evolutionary dead end." This marks a reversal for Tesla's custom silicon ambitions.

Tesla's original Dojo supercomputer, deployed in 2023, trains the company's self-driving software using a mix of in-house chips and NVIDIA hardware. Musk previously indicated Tesla would collaborate with TSMC and Samsung for AI5 production, without plans to replace Nvidia's data center chips. The pivot back to Dojo suggests Tesla is betting its own silicon can better optimize its AI workloads.

The move underscores Tesla's long-term strategy to control its entire AI stack, from hardware to software. Investors will watch for hiring announcements and chip fabrication partnerships. Success with Dojo3 could reduce Tesla's reliance on external suppliers and potentially lower costs for its autonomous driving ambitions, a key factor in its future valuation.