Workflow
马斯克,重大宣布!
证券时报·2025-08-03 12:22

Core Insights - Elon Musk has called for users to download Grok to experience the beta version of Imagine, a video generator that is now available to all Grok Heavy users and will soon be available to all Premium+ users on the X platform [1] - Grok, developed by Musk's xAI team, has released its fourth major update, Grok 4, which achieved a 25.4% accuracy rate in "the final exam for humans," surpassing competitors like Google's Gemini 2.5 Pro and OpenAI's o3 [1] - Grok Imagine allows users to quickly transform their ideas into videos, with rendering times significantly reduced from 60 seconds to 15 seconds for a 6-second video, with expectations to further decrease to 12 seconds [1] Funding and Financials - Prior to the release of Grok 4, xAI completed a $10 billion financing round, consisting of $5 billion in debt and $5 billion in equity, with Morgan Stanley advising on the debt financing [2] - xAI plans to raise an additional $12 billion to build a large-scale AI data center powered by NVIDIA chips [2] Operational Costs - xAI reportedly incurs monthly losses of $1 billion, primarily due to high costs associated with server construction and chip procurement [3] - The competitive landscape in AI infrastructure is driving up costs, indicating a significant barrier to entry for new players in the industry [3]