Tesla's Dojo Supercomputer
Tesla's groundbreaking supercomputer, Dojo, and its potential impact on the electric vehicle (EV) industry.
Game-Changing Advantage
Morgan Stanley predicts an "asymmetric advantage" for Tesla, with Dojo potentially increasing the company's market capitalization by 76%.
Production and Investment
Tesla began producing Dojo in July, committing over $1 billion to its development over the next year.
Expanding Market Opportunities
Explore the new markets Dojo can unlock beyond EVs, such as devices using real-time visual field data.
Morgan Stanley's Recommendation
Morgan Stanley upgrades Tesla's stock rating to "overweight," making it their "top pick."
Stock Performance
Tesla's stock surges by nearly 5% in premarket trading following the Dojo announcement.
Price Target Increase
Morgan Stanley raises Tesla's price target by 60% to $400, estimating a market capitalization of $1.39 trillion.
Dojo's Value in Software and Service
s
Analysts expect Dojo to drive significant value in software and services within the EV industry.
Network Services Revenue Projections
Morgan Stanley predicts Tesla's network services business to generate $335 billion in revenue by 2040, a substantial increase from previous estimates.
Future Growth and Opportunities
Jonas expects Tesla's network services to account for over 60% of the company's core earnings by 2040