Tesla Cancels Supercharger V3 Expansion Project: Shifting Strategies and Efficiency Goals

Tesla Scraps Dojo Supercomputer Project, Shifts Focus to AI6 Chip Progress

Tesla has discontinued its Dojo supercomputer project, a move signaling a strategic realignment in the company’s artificial intelligence efforts. The decision comes despite CEO Elon Musk’s recent statements in July indicating the planned debut of dojo 2 next year.

Originally conceived to process and analyze the vast amounts of video data generated by Tesla vehicles – enabling an autonomous driving system reliant solely on vision – Dojo was also intended to support the development of the Optimus humanoid robot. The supercomputer utilized Tesla’s custom-designed D1 chip, aiming to reduce reliance on external hardware providers like NVIDIA.

Though, internal shifts and a change in technological direction prompted the shutdown. Approximately 20 employees transitioned to a new AI startup, Densityai, while the remaining Dojo team members have been reassigned to other Tesla projects. The project’s head, Peter bannon, has also left the company.

According to Musk, the decision stemmed from the realization that all development paths were converging on the AI6 chip. “Once it was clear all roads led to AI6,I had to shut down Dojo and make some difficult personnel decisions,as Dojo 2 was now a dead end,” Musk explained on X (formerly Twitter). He described the future of the project as “Dojo 3” living on through numerous AI6 chips integrated onto a single platform.

Tesla will now concentrate its resources on the development of both AI5 and AI6 chips, the latter being manufactured by Samsung. musk believes both are “at least quite good for training.” While AI5 chips were announced in 2024, performance data remains unpublished, and previous reports suggested they may not meet initial expectations.

Launched in 2019, the Dojo project represented Tesla’s ambition to create specialized AI hardware optimized for automotive applications, offering a competitive edge and reducing dependence on external suppliers. The company now believes focusing on a unified chip design – AI6 – is the most efficient path forward.

What impact does the cancellation of the V3 expansion have on the future of electric vehicle travel?

The Halt on V3: What Happened?

In a surprising move, Tesla has effectively cancelled its planned expansion of the Supercharger V3 network. While existing V3 stations will remain operational, resources are being redirected. This decision, confirmed in recent statements, marks a meaningful shift in Tesla’s charging infrastructure strategy. The initial focus on peak charging speeds with V3 is giving way to a broader emphasis on scalability, cost-effectiveness, and network accessibility. This impacts Tesla charging, EV infrastructure, and the future of electric vehicle travel.

Why the Change in Direction?

Several factors appear to have contributed to this strategic pivot.

Cost Considerations: V3 cabinets are significantly more expensive to deploy than the newer V4 technology. Scaling the network with V3 would have incurred ample capital expenditure.

V4 Superiority: The Supercharger V4, while offering slightly lower peak charging rates than V3, boasts a more streamlined design, reduced cable clutter, and importantly, compatibility with both Tesla vehicles and vehicles from othre manufacturers – a key element of Tesla’s opening up of its network.

Network Utilization: Data analysis likely revealed that the ultra-high peak charging speeds of V3 weren’t consistently utilized by the majority of Tesla drivers. Many charging sessions don’t require the full V3 capability.

North American Charging Standard (NACS): Tesla’s adoption of the NACS, and its push for industry-wide standardization, necessitates a charging infrastructure that can accommodate a wider range of vehicles. V4 is better positioned to facilitate this.

Supercharger V4: The New Focus

Tesla is now prioritizing the rollout of Supercharger V4 stations. These stations represent a more versatile and future-proof solution.

NACS Integration: V4 stations natively support the NACS connector, and are equipped with Magic Dock adapters to accommodate CCS vehicles. This is crucial for the growing number of non-Tesla EVs utilizing the network.

Simplified architecture: V4 cabinets are less complex, leading to potentially lower maintenance costs and faster deployment times.

Scalability: The design of V4 allows for easier expansion and upgrades as demand increases.

Improved Accessibility: V4 stations are designed with accessibility in mind, offering more convenient charging options for all drivers.

Impact on Tesla Owners & the EV Community

The cancellation of the V3 expansion doesn’t mean existing V3 stations will disappear. They will continue to function, providing fast charging for Tesla owners. Though, the future of the network lies with V4.

Charging Speeds: While V3 offers slightly faster peak charging, the real-world difference for most drivers will be minimal. V4 still provides ample charging speed for daily needs and road trips.

Open Network Benefits: The shift to V4 and NACS compatibility benefits all EV drivers, fostering a more inclusive and accessible charging ecosystem. This addresses a key concern regarding EV charging availability.

Long-Term Network Growth: Focusing on a scalable and cost-effective solution like V4 will ultimately lead to a more robust and widespread supercharger network.

Tesla’s Broader Charging strategy: Beyond Superchargers

Tesla’s charging ambitions extend beyond the Supercharger network.

Destination Charging: Tesla continues to expand its network of destination Chargers at hotels, restaurants, and other locations, providing convenient charging options for overnight stays and extended visits.

residential Charging: Tesla Wall Connectors remain a popular choice for home charging, offering a convenient and cost-effective way to keep EVs powered up.

Energy Integration: Tesla is exploring ways to integrate its charging infrastructure with its energy products, such as Powerwall and solar panels, creating a more sustainable and resilient energy ecosystem. This ties into the broader sustainable energy movement.

Real-World Example: Supercharger V4 Rollout in California

California has been a key testing ground for Supercharger V4 technology. Several new V4 stations have been deployed across the state, showcasing the new design and NACS compatibility. early reports from drivers indicate a smooth and efficient charging experience, with positive feedback on the improved accessibility and reduced cable clutter. This provides a practical demonstration of the benefits of the new technology.

Benefits of the Strategic Shift

Reduced costs: Lower deployment and maintenance costs for V4 stations.

Increased Accessibility: NACS compatibility opens the network to a wider range of EVs.

Faster scalability: V4’s design allows for quicker network expansion.

future-Proofing: V4 is better positioned to adapt to evolving charging standards and technologies.

Enhanced User Experience: Improved accessibility and reduced clutter contribute to a more user-friendly charging experience.

Practical Tips for Tesla Owners & EV Drivers

Utilize the Tesla App: the Tesla app provides real-time data on Supercharger locations, availability, and charging speeds.

* Plan Your Route: Use a route planner that incorporates Supercharger locations to ensure a