Group 1 - Elon Musk announced that Tesla and xAI will continue to purchase chips from Nvidia and AMD, and plans to build a facility with 1 million GPUs outside of Memphis [1] - xAI has already installed 200,000 GPUs at its Colossus factory in Memphis, but the exact number of chips ordered remains unspecified [1] - Musk predicts that AI will soon face power supply issues, with significant power shortages expected by mid-2026 as the industry scales up [1] Group 2 - Musk previously arranged for Nvidia to prioritize GPU shipments to xAI, allowing it to receive chips ahead of Tesla [2] - The Dojo supercomputer in Buffalo, New York, is being used for training Tesla's Autopilot and Optimus robot systems [2] - Musk plans to remain CEO of Tesla for the next five years, alleviating investor concerns about his focus on the company [2]
马斯克持续采购英伟达、AMD芯片