Nvidia(US:NVDA) 具身智能之心·2025-10-14 00:02Core Insights - xAI, founded by Elon Musk, is entering the world model arena, a competitive space dominated by AI giants like Meta and Google DeepMind [2][7][8] - The company aims to leverage expertise from NVIDIA, having recruited key researchers to enhance its capabilities in developing world models [9][18] - Musk has set a target for xAI to release a groundbreaking AI-generated game by the end of 2026, aligning with the company's focus on world models [3][32][37] Group 1: xAI's Entry into World Models - xAI has begun its foray into world models, a concept that allows AI to simulate environments and predict outcomes, which is seen as a foundational element for Artificial General Intelligence (AGI) [23][24] - The company has hired researchers from NVIDIA, including Zeeshan Patel and Ethan He, who have experience in developing large-scale multimodal models and world models [9][12][18] - The world model concept is crucial for enabling AI to understand and interact with 3D environments, which can significantly impact various industries, including robotics and gaming [26][29] Group 2: Strategic Goals and Applications - xAI's initial focus within the world model framework is likely to be on video games, aiming to create adaptive and realistic 3D environments that respond to player actions [30][32] - The recruitment of a "Video Games Tutor" indicates a strategy to enhance AI's understanding of game mechanics and narrative design, which could lead to innovative game development [34][36] - Musk's vision for xAI includes a comprehensive understanding of the universe through world models, which could integrate with Tesla's data on robotics and autonomous driving, creating a synergistic ecosystem [40][41]