IT桔子出品 融资交易 24 November 星期一 每周精选 不可错过 WEEKLY NEWS 1.马斯克旗下xAI完成150亿美元战略融资 xAI在战略投资轮融资150亿美元，投资方未透露。xAI的核心看点不仅是Grok聊天机器人，更是其创立 初衷——用AI解决复杂的科学和数学问题以"理解宇宙"。其独特优势在于可能与马斯克的 SpaceX、特 斯拉等公司产生数据和场景的协同，探索AI在科研领域的终极应用。 联合飞机完成E轮融资，投资方包括科力投资、悦达集团等。联合飞机是布局全产业链的无人直升机龙 头，深度服务国家战略，其150亿的高估值体现了在低空经济政策东风下，拥有全产业链研发服务能力 和商业航天、通航等高端应用场景的无人机平台型公司的稀缺性和战略价值。它不仅是商业公司，更是 国家航空基础设施的参与者。 联合飞机总部位于广东深圳，是一家无人直升机研发商，拥有无人机全产业链研发服务能力。公司打造 集设计、生产、集成测试于一体的基地，产品应用于商业航天、通航等领域，助力低空经济发展和国家 航空战略。 5.商汤医疗完成数亿元Pre-A轮融资，联创永宣、联想创投等投资 xAI由埃隆·马斯克发起，位于北美洲美国 ...

一水 发自 凹非寺 量子位 | 公众号 QbitAI Grok4.1刚刷完榜就被Gemini 3反超，马斯克确实坐不住了！ 虽然大大方方地给Gemini 3送去了祝福，但另一边老马却开始紧急筹钱—— 据华尔街日报最新爆料，xAI正计划新一轮150亿美元（约1067亿人民币）融资，公司估值也将来到2300亿美元（约1.6万亿人民币）。 2300亿，这个数字比马斯克今年3月披露的1130亿美元估值（xAI与X合并后估值），翻了一倍不止。 以至于网友们纷纷感慨，马斯克还是太超前了，我等凡人不懂~ 甚至，对比起OpenAI这样的增长怪兽，xAI的估值飙升速度也是让人咂舌。 而xAI的核心产品Grok，目前仍深度捆绑在X（原Twitter）的生态之内，其用户规模和商业影响力，与前者显然不在一个量级。 AI热潮，由此可见一斑。 一览xAI融资情况 还是先说说xAI此轮曝出的新融资。 据华尔街日报透露，相关融资细节是由马斯克的财富经理Jared Birchall曝出的，但目前尚不清楚2300亿美元是投前还是投后估值，以及也没有说明资金用 途。 有意思的是，大约上周，有媒体爆料称xAI正在从投资者处寻求150亿美元融资（估值 ...

一水 发自 凹非寺 量子位 | 公众号 QbitAI Grok4.1刚刷完榜就被Gemini 3反超，马斯克确实坐不住了！ 虽然大大方方地给Gemini 3送去了祝福，但另一边老马却开始紧急筹钱—— 据华尔街日报最新爆料，xAI正计划新一轮 150亿美元 （约1067亿人民币）融资，公司估值也将来到 2300亿美元 （约1.6万亿人民币）。 2300亿，这个数字比马斯克今年3月披露的1130亿美元估值 （xAI与X合并后估值） ，翻了一倍不止。 以至于网友们纷纷感慨，马斯克还是太超前了，我等凡人不懂~ 甚至，对比起OpenAI这样的增长怪兽，xAI的估值飙升速度也是让人咂舌。 毕竟OpenAI手上有着ChatGPT这样的全球爆款应用，每个月光是订阅费就能为OpenAI带来2亿多美元收入。 而xAI的核心产品Grok，目前仍深度捆绑在X （原Twitter） 的生态之内，其用户规模和商业影响力，与前者显然不在一个量级。 AI热潮，由此可见一斑。 一览xAI融资情况 还是先说说xAI此轮曝出的新融资。 据华尔街日报透露，相关融资细节是由马斯克的财富经理Jared Birchall曝出的，但目前尚不清楚2300亿美 ...

Core Points - Tesla shareholders voted on a proposal for the company to invest in Elon Musk's AI startup, xAI, which ultimately failed due to a high number of abstentions being counted as votes against the proposal [1][2] - The proposal received 1.06 billion votes in favor, surpassing 916.3 million votes against, but over 473 million abstentions were counted as opposition, leading to its rejection [1][2] - Despite the proposal's failure, Tesla's board indicated they would consider the strong support shown by shareholders in future decisions [2] Group 1: Proposal Details - The proposal was non-binding, meaning it did not legally obligate the board to act, but the board acknowledged the significant shareholder support [2] - The relationship between Tesla and xAI is already established, with xAI planning to spend nearly $200 million on Tesla's Megapack batteries in 2024 and integrating xAI's chatbot, Grok, into Tesla vehicles [1][2] Group 2: Board's Position - Tesla's board took a neutral and cautious stance on the investment proposal, not officially endorsing or opposing it [3] - Board Chair Robyn Denholm expressed reservations about the integration of xAI and Tesla, noting fundamental differences in their AI focuses [3] Group 3: Musk's Broader Business Strategy - Approving the investment would further intertwine Musk's extensive business empire, as SpaceX is already an investor in xAI, and Musk has merged xAI with his social media company, X [4] - xAI is actively raising funds to support its infrastructure, aiming to secure $20 billion through various investors, including Nvidia, for its data center in Memphis [5]

根据新的方案，马斯克可以在10年内从特斯拉股票中获得高达8780亿美元的收益。他可能获得高达 1万亿美元的股票，但必须向特斯拉支付部分款项。 马斯克，又刷屏了！ 周四美股盘后，马斯克的万亿薪酬方案获得特斯拉股东批准。特斯拉表示，马斯克的方案以超过 75%的支持率获得通过。投票结果公布后，特斯拉股价在盘后一度上涨超3%，后续涨幅收窄至2%左 右。 有外媒指出，此次投票减轻了投资者的担忧，即马斯克的注意力被他的政治工作以及经营其他公司 （包括SpaceX和xAI）所稀释。 天价薪酬方案获批准 特斯拉股东于周四批准了一份薪酬方案，这或将使已位居全球首富的马斯克成为世界首位万亿富 翁。 特斯拉宣布，在公司年度股东大会的投票中，超过75%的赞成票支持该薪酬方案。结果公布时，会 场爆发出欢呼声。马斯克随后对股东和董事会表示感谢，称"我对此深表感激"。 在周四投票前的酝酿阶段，马斯克曾表示，这项万亿美元薪酬提案与其说是报酬，不如说是为了将 其在特斯拉的持股比例提升至25%左右。马斯克还暗示，若股东不批准其薪酬方案，他可能离开公司， 或至少不再专注于执行Optimus人形机器人(300024)项目。 马斯克目前是特斯拉的最大 ...

马斯克，又刷屏了！ 周四美股盘后，马斯克的万亿薪酬方案获得特斯拉股东批准。特斯拉表示，马斯克的方案以超过75%的支持率 获得通过。投票结果公布后，特斯拉股价在盘后一度上涨超3%，后续涨幅收窄至2%左右。 有外媒指出，此次投票减轻了投资者的担忧，即马斯克的注意力被他的政治工作以及经营其他公司（包括 SpaceX和xAI）所稀释。 天价薪酬方案获批准 特斯拉股东于周四批准了一份薪酬方案，这或将使已位居全球首富的马斯克成为世界首位万亿富翁。 特斯拉宣布，在公司年度股东大会的投票中，超过75%的赞成票支持该薪酬方案。结果公布时，会场爆发出欢 呼声。马斯克随后对股东和董事会表示感谢，称"我对此深表感激"。 在周四投票前的酝酿阶段，马斯克曾表示，这项万亿美元薪酬提案与其说是报酬，不如说是为了将其在特斯拉 的持股比例提升至25%左右。马斯克还暗示，若股东不批准其薪酬方案，他可能离开公司，或至少不再专注于 执行Optimus人形机器人项目。 马斯克目前是特斯拉的最大股东，持有该公司15.8%的股份。若马斯克达成计划中的所有里程碑目标，他将可 能获得超过25%特斯拉股份的表决控制权。 根据新的方案，马斯克可以在10年内从特斯拉 ...

Core Viewpoint - Musk's company xAI has filed a lawsuit against OpenAI, accusing it of systematically poaching employees and stealing trade secrets, marking the sixth lawsuit in a year and a half of escalating tensions between the two companies [2][3][4]. Group 1: Allegations of Trade Secret Theft - xAI accuses OpenAI of deliberately poaching key employees who possess critical knowledge of its Grok model and data center strategies, which could provide OpenAI with significant competitive advantages and save billions in operational costs [4][12]. - Musk expressed his frustration on social media, stating that after multiple warnings to OpenAI, legal action became the only option due to their continued deceptive practices [4][5]. - OpenAI has denied the allegations, claiming the lawsuit is merely Musk's latest attempt to harass the company for his own financial interests [4][5]. Group 2: Specific Cases of Employee Poaching - The lawsuit details instances of three employees allegedly poached by OpenAI, including engineers Xuechen Li and Jimmy Fraiture, who had access to core technologies and strategic plans [5][10]. - Li is accused of downloading xAI's entire codebase before leaving the company and joining OpenAI, having also sold $7 million worth of company stock prior to his departure [7][8]. - Another engineer, Fraiture, is also accused of copying technical documents before joining OpenAI, further supporting xAI's claims of trade secret theft [10][11]. Group 3: Implications of the Lawsuit - xAI's lawsuit could have significant ramifications for both companies, potentially leading to substantial damages for OpenAI if xAI proves its case, as well as restrictions on OpenAI's ability to hire former xAI employees [13][16]. - The lawsuit is part of a broader pattern of legal disputes in Silicon Valley, where talent poaching and trade secret theft are common, especially in the competitive AI sector [14][15]. - Musk's ongoing legal battles with OpenAI reflect a deepening rivalry, as both companies vie for dominance in the AI industry, with Musk's xAI rapidly gaining traction and valuation [17][19].

Group 1 - 985 management trainees at SAIC-GM Wuling are reportedly working 12-hour shifts performing basic tasks like screwing and polishing for six months before being assigned to their roles, leading to dissatisfaction among new hires [4][5] - Shenzhen Jiangtuo's decision to require employees to work on a holiday resulted in complaints, prompting the company to cancel 14 days of annual leave and all extra holidays, which sparked public discussion [6][7][8] - Bosch is preparing for a large-scale layoff that could affect tens of thousands of employees, aiming to save €2.5 billion (approximately 209.57 billion RMB) through significant job cuts [10] Group 2 - Meta's recent launch of its $800 smart glasses faced technical difficulties during a live demonstration, leading to public ridicule and criticism of the company's technology [15][16] - Xiaomi's new 17 series smartphones set a record for sales within five minutes of launch, with the base model priced at 4,499 RMB and featuring advanced specifications [17][19] - Google executives hinted at the development of a new product that merges the capabilities of PCs and smartphones, indicating a potential shift in device design and functionality [20] Group 3 - OpenAI, Oracle, and SoftBank announced a $400 billion investment to build five new data centers in the U.S., marking a significant step in their commitment to AI infrastructure [21][22] - xAI, founded by Elon Musk, has secured a deal to provide its AI chatbot Grok to the U.S. government at a price of only 42 cents, positioning itself as a competitor to OpenAI and Anthropic [24] - Alibaba's CEO announced plans for significant investments in AI and cloud infrastructure, with a goal to increase the energy capacity of its data centers tenfold by 2032, leading to a notable rise in the company's stock price [25][26]

Core Insights - The article discusses the rapid development of artificial intelligence (AI) technology and its implications for various companies and the market [3]. Group 1: Company Developments - Elon Musk's xAI has provided the Grok chatbot to the U.S. federal government at a price of only $0.42, significantly undercutting competitors like OpenAI and Anthropic, which charge $1 per year for their services [5]. - Alphabet's Google has agreed to collaborate with Cipher Mining Inc. to build a $3 billion data center, with Google providing $1.4 billion in guarantees for the AI computing startup [5]. - Meta has launched a new AI video information stream called Vibes [5]. Group 2: Market Predictions - Analysts at Barclays have revised their estimates for AI infrastructure spending, suggesting it could exceed $2 trillion, with 65% to 70% allocated for computing and networking equipment. They now believe that Nvidia's CEO Jensen Huang's earlier prediction of $1 trillion in spending by the end of the decade was too conservative [6]. - Barclays has raised Nvidia's target price from $200 to $240, indicating a potential upside of 35.6% from its recent closing price of $176.97 [6]. Group 3: AI Model Innovations - Google DeepMind has introduced two new AI models, Gemini Robotics 1.5 and Gemini Robotics-ER 1.5, which enable robots to perform tasks using internet resources and make logical decisions in physical environments [8][10]. - The new models are designed to enhance the capabilities of robots, allowing them to learn from one another and perform complex, multi-step tasks more effectively [10].

Group 1 - The Trump administration has signed an agreement with Elon Musk's xAI, allowing the company's AI tools to be widely used in government departments, indicating a thaw in relations between Trump and Musk [1] - xAI will provide its Grok chatbot to federal agencies for a nominal fee of $0.42 per department for a duration of 18 months, similar to previous agreements with other leading AI models [1] - Musk praised the collaboration, stating it creates a win-win situation for both xAI and the Trump administration, enhancing the government's innovation and efficiency [1] Group 2 - Despite the agreement, xAI was not included in the USAi.gov platform launched in August, which allows federal employees to trial AI tools, showcasing products from xAI's competitors like OpenAI [2] - Musk recently returned to Washington for the first time since May and met with Trump, indicating a positive interaction between the two, which Trump described as a good conversation [2]