Elon Musk confirmed over the weekend reports that Tesla has disbanded the team working on its Dojo AI training supercomputer, just weeks after announcing he expected to have Tesla’s second cluster operating “at scale” in 2026.

Samsung Electronics USD 16.5 billion deal to manufacture Tesla next-generation AI6 processors has gained new weight after Tesla shut down its Dojo supercomputing team, a move widely seen as a sign the electric carmaker will lean more on external chip partners.

Tesla stock rallies as billionaire Elon Musk abandons the company’s Dojo supercomputer project. Morgan Stanley explains why that’s a positive for TSLA shares.