彭博：“大哥”SpaceX撑腰，马斯克AI公司将对OpenAI构成更大威胁

凤凰网科技02-04

2015年的马斯克与奥特曼凤凰网科技讯北京时间2月4日，彭博社发文称，与SpaceX的合并将为xAI带来更多资金、算力、人才以及数据，让这家埃隆·马斯克(Elon Musk)旗下AI公司拥有更多筹码，对OpenAI、Anthropic构成更大威胁。过去三年的大部分时间里，xAI一直试图与领先的AI公司竞争，其中包括马斯克曾共同创立、后来又发生冲突的OpenAI。成果喜忧参半：xAI的旗舰产品聊天...

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Musk)旗下AI公司拥有更多筹码，对OpenAI、Anthropic构成更大威胁。过去三年的大部分时间里，xAI一直试图与领先的AI公司竞争，其中包括马斯克曾共同创立、后来又发生冲突的OpenAI。成果喜忧参半：xAI的旗舰产品聊天机器人Grok因反犹回应和性化图像而登上新闻头条，这些争议掩盖了其技术进展。现在，马斯克正试图借助他最成功的企业之一，加速构建更强大的AI系统。周一，他宣布xAI将与SpaceX合并，形成一家估值1.25万亿美元的合并实体。这次合并有望帮助xAI获得更多算力、人才和数据，这三者正是AI发展的关键要素。“老大哥”带来丰富资源像其他AI创业公司一样，xAI在数据中心、芯片及其他AI模型开发的投资上烧钱如流水，每月近10亿美元。在此过程中，xAI已经累积了50亿美元的企业债务。对于一家年轻的创业公司来说，这是一笔不小的负债。然而，其AI基础设施的规模仍远小于OpenAI，后者承诺在数据中心和芯片上投入超过1.4万亿美元。马斯克宣称，SpaceX的目标是将数据中心部署至太空。这一充满科幻色彩的雄心或将极大提升xAI可用的算力。“从长期来看，天基AI显然是实现规模扩张的唯一途径。”马斯克本周表示。无论这些项目是否及何时能够落地，SpaceX可能会协助满足xAI在地面的计算需求。SpaceX能为xAI带来更多资源SpaceX拥有更健康的资产负债表，可以支持此类投资，并可能让xAI的财务状况在华尔街看来更易接受。更关键的是，SpaceX也计划今年进行IPO，为xAI提供更多资金，并可能抢先同样在考虑上市的竞争对手OpenAI和Anthropic。“IPO将为他们带来巨额资本，很可能远超其作为私人企业时独立融资所能获得的规模。”投资公司Buttonwood Funds创始合伙人、SpaceX及xAI股东约瑟夫·阿格纳(Joseph Alagna)表示。全国基金集团(Nationwide Funds Group)首席市场策略师马克·哈克特(Mark Hackett)指出，这家新合并公司“至少在初期会被视为一个航天机会，而不仅仅是AI公司”，“他们能够触达的投资群体将远不止AI领域的投资者”。削弱OpenAI IPO合并后的SpaceX-xAI上市，可能会分流公开市场投资者对前沿生成式AI股票的积压需求，从而在一定程度上削弱OpenAI的IPO吸引力。同时，上市可能增强xAI在竞争激烈的人才市场中招聘和留住人才的能力。目前，AI研究人员的薪酬可达到九位数。然而，与马斯克旗下许多公司的创业初期相比，xAI面临着竞争更为激烈的市场环境。其11位创始成员中(不包括马斯克)已有3位离职，同时出走的还包括首席财务官、总法律顾问等核心高管。xAI前首席财务官迈克·利伯托雷(Mike Liberatore)在任职仅数月后，已于去年转投OpenAI。员工倦怠的风险仍将存在，但现在xAI能够以准上市公司的丰厚股票期权来吸引新老员工。更有利的是，xAI现在隶属于备受推崇的太空探索公司旗下，这家公司正将火箭与卫星送入太空轨道。宝贵数据最后，SpaceX可能为xAI提供一个有用的数据来源。SpaceX的卫星互联网服务星链最近更新了隐私政策，指出它可以为模型训练目的收集用户的个人信息，包括财务信息、位置数据，以及通过电子邮件和社交媒体上传的任何文件。星链还可以将这些信息分享给任何与其合并的公司，例如xAI。对xAI而言，任何新数据都将是宝贵的。迄今为止，马斯克旗下的X社交网络一直是Grok的主要训练数据来源。相比之下，OpenAI和Alphabet旗下的谷歌等竞争对手则通过与出版商和平台达成协议来获取授权内容。无论是否有SpaceX的支持，马斯克的AI创业公司仍面临重大挑战，包括备受争议的品牌形象，以及因传播性化图像而日益受到监管机构审查的Grok。市场对潜在AI泡沫的持续担忧，可能在其合并公司上市后对其造成压力。此外，模型制造商之间的竞争依然激烈，不仅在美国，在中国同样如此。OpenAI和Anthropic等头部创业公司已与大型科技企业建立紧密合作关系，以保持在全球AI竞赛中的领先地位。马斯克的战略似乎是希望在自己的商业帝国内为xAI复制这种协同效应。“永远不能低估埃隆的实力，”阿格纳表示，“我确实认为他手中还握有未亮出的底牌。”(作者/箫雨)更多一手新闻，欢迎下载凤凰新闻客户端订阅凤凰网科技。想看深度报道，请微信搜索“凤凰网科技”。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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