Zhi Tong Cai Jing·2025-05-21 00:19Group 1 - Elon Musk expects Tesla and xAI to continue purchasing chips from semiconductor giants like Nvidia and AMD [1] - xAI has installed 200,000 GPUs at its Colossus facility in Memphis and plans to build a $1 million GPU factory nearby [1] - Tesla's Dojo supercomputer in Buffalo is being used to train its autonomous driving and Optimus robot systems [1] Group 2 - Local officials praise Musk's decision to build a factory in Memphis as a transformation into a "high-tech manufacturing hub," but there are community protests regarding the environmental impact [2] - Musk predicts that the current limitation for AI development will shift from chips to electrical equipment, with a potential "fundamental power shortage" by mid-2026 [2] - Musk acknowledges that while China is investing more in power generation, the U.S. still holds an advantage in breakthrough innovations [2] Group 3 - Tesla and xAI are collaborating, with xAI spending approximately $191 million and $36.8 million on Tesla Megapacks in 2024 and early 2025, respectively [3]