贝塔投资智库·2025-05-21 04:22Group 1 - Elon Musk stated that Tesla and xAI will continue to purchase chips from semiconductor giants 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] - Musk emphasized that the current limitation for AI development is chips, but he predicts a shift to "electrical equipment" as a limiting factor by mid-2026 [2] Group 2 - Local officials praised Musk's decision to build a factory in Memphis, viewing it as a transformation into a "high-tech manufacturing center," despite community protests regarding environmental concerns [2] - xAI has spent approximately $191 million and $36.8 million on Tesla Megapacks in 2024 and February 2025, respectively [3]