Core Insights - Musk's "Macrohard" initiative aims to build a powerful computing cluster, achieving a 200MW power supply capable of supporting 110,000 NVIDIA GB200 GPUs NVL72 in just six months [1][12] - The project has outperformed collaborations between OpenAI and Oracle, completing in six months what took them 15 months [2] - The Colossus II computing cluster is designed to automate the entire software development lifecycle using AI agents, simulating a complete software development team [3][5] Group 1 - Colossus II project was initiated on March 7, 2025, with xAI acquiring a 1 million square foot warehouse and adjacent land totaling 100 acres in Memphis [10] - The first phase of Colossus II aims to deploy 110,000 NVIDIA GB200 GPUs, with a long-term goal of exceeding 550,000 GPUs and peak power demand expected to surpass 1.1 gigawatts [13][14] - To meet the substantial power requirements, xAI has adopted a cross-regional energy strategy, acquiring a former Duke Energy power plant in Mississippi to operate gas turbines [15] Group 2 - The project is currently in a critical phase, with Musk personally overseeing operations and maintaining a rigorous schedule to ensure progress [16] - Tesla's positioning as an "AI robotics company" indicates that 80% of its future value will derive from robotics, with Macrohard's AI software enhancing Tesla's autonomous driving algorithms and factory automation [17]