Don’t Count on Tesla’s Dojo Supercomputer to Jump-Start an AI Revolution

You’d have to be pretty brave to bet against the idea that applying more computing power and data to machine learning—a recipe that birthed ChatGPT—won’t lead to further advances of some kind in artificial intelligence. Even so, you’d be braver still to bet that combo will produce specific advances or breakthroughs on a specific timeline, no matter how desirable.

A report issued last weekend by the investment bank Morgan Stanley predicts that a supercomputer called Dojo, which Tesla is building to boost its work on autonomous driving, could add $500 billion to the company’s value by providing a huge advantage in carmaking, robotaxis, and selling software to other businesses.

The report

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