Core Viewpoint - Elon Musk anticipates that Tesla and xAI will continue to purchase chips from semiconductor giants Nvidia and AMD, with xAI planning to establish a factory with 1 million GPUs in Memphis [1][2]. Group 1: Company Developments - xAI has installed 200,000 GPUs at its Colossus facility in Memphis, which Musk claims is currently the world's most powerful training cluster [1]. - Tesla's Dojo supercomputer in Buffalo is being utilized for training its autonomous driving and Optimus robot systems [1]. - xAI has spent approximately $191 million in 2024 and $36.8 million by February 2025 on Tesla Megapacks, a utility-scale energy storage system [3]. Group 2: Industry Insights - Musk believes that the current limiting factor for AI development is chips, but predicts that by mid-2026, the primary constraint will shift to electrical equipment, leading to a fundamental power shortage for AI companies [2]. - Musk noted that China currently invests more in power generation than the U.S., although he asserts that the U.S. still holds an advantage in breakthrough innovations [2]. - Environmental concerns have been raised regarding xAI's reliance on natural gas turbines for powering its supercomputers, which may violate the Clean Air Act and local pollution permits [2].

点击蓝字，关注我们 埃隆·马斯克表示，特斯拉、xAI希望继续从英伟达和AMD购买芯片。 埃隆·马斯克周二表示，他预计 特斯拉(TSLA.US)和xAI将继续从半导体巨头英伟达(NVDA.US)和 AMD(AMD.US)等公司购买芯片。 马斯克表示，马斯克的人工智能公司xAI已经在田纳西州孟菲 斯的Colossus工厂安装了20万个GPU。马斯克说，XAI还计划在孟菲斯郊外建立一个100万美元的 GPU工厂。他没有具体说明该公司已经订购了多少芯片，以及它们可能在什么时候安装。 去年，马斯克指示英伟达先向xAI出货一大笔GPU订单，抢在了特斯拉的前面。在他的汽车业务 中，马斯克表示，特斯拉位于纽约州布法罗的Dojo超级计算机已经用于训练其自动驾驶仪和 Optimus机器人系统。他说："几年前，我做了一个非常明显的预测，那就是人工智能的限制将是 芯片。" 周二，马斯克在xAI上吹嘘说，Colossus是"目前世界上最强大的训练集群"，拥有"超过20万个GPU 的连贯训练"。 马斯克选择在孟菲斯建厂，被该市官员称赞为将该地区转变为"高科技制造中心"。但当地社区抗 议这种耗电和耗水的操作，特别是xAI依靠天然气涡轮机为 ...