马斯克持续采购英伟达、AMD芯片

爱集微2025-05-22

全球首富马斯克表示，他麾下的电动车事业特斯拉（Tesla）和人工智能（AI）新创公司xAI，将继续采购英伟达（Nvidia）和AMD（AMD）等业者的芯片，也计划在孟菲斯地区之外盖一座安装有100万组绘图处理器（GPU）的厂房。他也认为，AI明年中可能遭遇供电问题。马斯克在20日接受美国媒体CNBC专访时表示，xAI已在田纳西州孟菲斯的Colossus工厂安装了20万组GPU，而且计划在孟菲斯地区...

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老当益壮铁树开花
2025-05-22
老当益壮铁树开花
Xai现在融资困难，养不活自己，只能忍痛低价卖给特斯拉的股东们了。美名其曰合并。

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href=\"https://laohu8.com/S/NVDA\">英伟达</a>（Nvidia）和AMD（AMD）等业者的芯片，也计划在孟菲斯地区之外盖一座安装有100万组绘图处理器（GPU）的厂房。他也认为，AI明年中可能遭遇供电问题。</p><p>马斯克在20日接受美国媒体CNBC专访时表示，xAI已在田纳西州孟菲斯的Colossus工厂安装了20万组GPU，而且计划在孟菲斯地区之外，盖一座安装有100万颗GPU的厂房。但他未详细说明xAI已经订购了多少芯片。</p><p>马斯克说：“几年前，我就非常明确地预测，AI面临的限制因素将是芯片。”不过，他现在预测这个限制因素很快就会改为“电力设备”，AI公司最快在2026年中期就会面临“重大的发电量短缺”。他认为，AI在规模提高时面临三大主要限制：芯片、变压器及发电量，“我们解决了变压器短缺，将会有重大的发电量短缺，“我猜人们明年中或明年底之前，就会开始碰到发电量的挑战”。</p><p>马斯克去年请英伟达把一批GPU的大订单先<span>出货</span>给xAI，让xAI比特斯拉更早拿到芯片，他20日受访时不排除让特斯拉和xAI合并，“我猜任何事都有可能”，但他还没打算这么，而且显然需要特斯拉股东同意。</p><p>马斯克表示，特斯拉位于纽约州水牛城的Dojo超级电脑已经用于训练自家的Autopilot自动辅助驾驶以及Optimus机器人系统。</p><p>马斯克20日稍早以远距方式出席在多哈举行的卡达经济论坛，他说未来五年他将继续担任特斯拉执行长，这消息缓解一些投资人对马斯克无法专注经营特斯拉的疑虑。他说，未来他将大幅减少政治支出。彭博资讯分析，这一表态可能对川普及共和党2026年中期选举构成打击。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克持续采购英伟达、AMD芯片\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-22 07:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025052207293497613ae6&s=b><strong>爱集微</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球首富马斯克表示，他麾下的电动车事业特斯拉（Tesla）和人工智能（AI）新创公司xAI，将继续采购英伟达（Nvidia）和AMD（AMD）等业者的芯片，也计划在孟菲斯地区之外盖一座安装有100万组绘图处理器（GPU）的厂房。他也认为，AI明年中可能遭遇供电问题。马斯克在20日接受美国媒体CNBC专访时表示，xAI已在田纳西州孟菲斯的Colossus工厂安装了20万组GPU，而且计划在孟菲斯地区...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025052207293497613ae6&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","SNVD.UK":"LS -1X NVIDIA","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","TSLA":"特斯拉","NVIW.SI":"NVDA 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ETF-Direxion"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025052207293497613ae6&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2537638950","content_text":"全球首富马斯克表示，他麾下的电动车事业特斯拉（Tesla）和人工智能（AI）新创公司xAI，将继续采购英伟达（Nvidia）和AMD（AMD）等业者的芯片，也计划在孟菲斯地区之外盖一座安装有100万组绘图处理器（GPU）的厂房。他也认为，AI明年中可能遭遇供电问题。马斯克在20日接受美国媒体CNBC专访时表示，xAI已在田纳西州孟菲斯的Colossus工厂安装了20万组GPU，而且计划在孟菲斯地区之外，盖一座安装有100万颗GPU的厂房。但他未详细说明xAI已经订购了多少芯片。马斯克说：“几年前，我就非常明确地预测，AI面临的限制因素将是芯片。”不过，他现在预测这个限制因素很快就会改为“电力设备”，AI公司最快在2026年中期就会面临“重大的发电量短缺”。他认为，AI在规模提高时面临三大主要限制：芯片、变压器及发电量，“我们解决了变压器短缺，将会有重大的发电量短缺，“我猜人们明年中或明年底之前，就会开始碰到发电量的挑战”。马斯克去年请英伟达把一批GPU的大订单先出货给xAI，让xAI比特斯拉更早拿到芯片，他20日受访时不排除让特斯拉和xAI合并，“我猜任何事都有可能”，但他还没打算这么，而且显然需要特斯拉股东同意。马斯克表示，特斯拉位于纽约州水牛城的Dojo超级电脑已经用于训练自家的Autopilot自动辅助驾驶以及Optimus机器人系统。马斯克20日稍早以远距方式出席在多哈举行的卡达经济论坛，他说未来五年他将继续担任特斯拉执行长，这消息缓解一些投资人对马斯克无法专注经营特斯拉的疑虑。他说，未来他将大幅减少政治支出。彭博资讯分析，这一表态可能对川普及共和党2026年中期选举构成打击。","news_type":1,"symbols_score_info":{"NVDS":0.6,"NVDD":0.6,"TSYW.SI":0.6,"NVDY":0.6,"NVDA":1,"GFS":1,"NVD3.UK":0.6,"TSLA":1,"SNVD.UK":0.6,"3NVD.UK":0.6,"NVD2.UK":0.6,"NVDS.UK":0.6,"NVDX":0.6,"NVIW.SI":0.6,"NVDU":0.6,"NVD":0.6,"2NVD.UK":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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