马斯克盛赞中国能源与基建优势 预警AI赛道“最强对手”崛起

Group 1 - Elon Musk highlights the significant technological advancements of his AI company xAI and emphasizes China's leading position in power supply and infrastructure, which poses a substantial threat in the global AI competition [1][3] - xAI has announced the open-source release of its best-performing language model Grok-2.5 and plans to release the next-generation model Grok-3 within six months, marking a critical step in expanding its technological ecosystem [3] - Musk compares China's rapid increase in electricity generation to a rocket launch, noting that in July, China's electricity consumption surpassed 1 trillion kilowatt-hours, setting a global record for monthly electricity usage [4] Group 2 - China's robust energy system and infrastructure capabilities are seen as key enablers for AI development, with a nationwide ultra-high voltage power grid and leading data center clusters supporting the digital economy [5] - The competition in AI has evolved into a contest of national comprehensive strength, with China leveraging its energy cost advantages, complete industrial chain, and large market demand to reshape the underlying logic of AI development [6] - The anticipated performance improvements of Grok-3 in multimodal understanding and reasoning capabilities align with the rapid advancements of Chinese tech companies in the large model arena, indicating a potential shift in the global AI innovation landscape [6]