5 $TSLA Bombshells: Tom Zhu, DOJO, Tesla Bot, Giga Argentina, Morgan Stanley
• Tom Zhu, Tesla's Senior Vice President of Automotive, is returning to head Tesla China. This could be linked to the rumored Model Y refresh or a Robotaxi rollout.
• Rumors indicate that Tesla has purchased 100,000 H200 chips, and its Dojo training processor combines 25 chips into one for high-performance AI training.
• The Dojo system is now being produced and will be deployed soon, with an innovative design aimed at efficient AI training and improved data collection
• Tesla released a new demo of its Tesla Bot, showcasing 12 Gen 2s in the lab, and revealed that two of them are currently being tested in the factory
• There's speculations about a potential Gigafactory in Argentina, with Elon Musk visiting the country to explore the idea.
• Morgan Stanley's Adam Jonas recently tested Tesla's FSD and shared positive feedback, noting improvements in pedestrian detection and overall performance.
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