传媒：Grok：从X到Tesla或全量预装Grok AI

Investment Rating - The industry rating is "Outperform the Market" [8][16] Core Insights - Grok AI has been made available for free to all users on the X platform, significantly expanding its user base [3] - The X platform has a daily active user count of 250 million, with web visits reaching 170 million per day [3] - Grok AI is set to be integrated into Tesla's vehicle systems, enhancing the smart capabilities of Tesla cars [4] - Tesla's global vehicle ownership exceeds 7 million units, providing a substantial market for Grok's integration [4] - xAI has completed a Series C funding round of $6 billion, with a valuation of $40 billion, allowing it to sustain losses while developing technology [5] - The infrastructure for AI development includes a super training cluster of 100,000 Nvidia H100 GPUs, with plans to expand further [6] - The new AI model Grok 3 has completed pre-training, boasting ten times the computational power of its predecessor [6] - The report suggests focusing on large platform companies capable of AI cycles, highlighting potential investment opportunities in the AI industry chain [7] Summary by Sections Grok AI Availability - Grok AI is now free for all X platform users, previously limited to premium subscribers [3] User Base and Engagement - X platform's daily active users are at 250 million, indicating a vast potential audience for Grok AI [3] Integration with Tesla - Grok AI will be integrated into Tesla vehicles, enhancing user interaction through voice commands [4] Financial Backing and Business Model - xAI's recent funding round of $6 billion supports its ongoing technology development and market expansion [5] AI Infrastructure - The establishment of a 100,000 GPU training cluster is a significant step for xAI's AI model development [6] Investment Recommendations - The report recommends investing in companies with strong AI capabilities and user bases, particularly in the AI industry chain [7]