
"Morgan Stanley's Dojo Supercomputer Forecast Boosts Tesla Shares by $500 Billion"
Tesla's Dojo supercomputer could potentially boost the company's market value by $500 billion, according to analysts at Morgan Stanley. The prediction led to a more than 6% increase in Tesla's shares. The analysts believe that Dojo could unlock new revenue streams through the wider adoption of robotaxis and software services, similar to how Amazon Web Services propelled Amazon's profitability. They see Tesla's software and services revenue as the biggest value driver going forward. Dojo is designed to train AI systems for tasks like assisting Tesla's Autopilot and advancing its "Full Self-Driving" efforts. The analysts also highlighted the upcoming release of Tesla's full self-driving system and the next AI day as events to watch.
