特斯拉与xAI联合发布“Macrohard”计划：一个AI项目的重生与争议

破惑HugAI03-12

就在马斯克宣布投资xAI 20亿美元后不久，一个一度停滞的AI项目突然“复活”，并以全新的“Macrohard”之名，将两家公司的命运捆绑在一起。然而，这背后不仅是一场技术豪赌，更引发了股东对资源转移的激烈争议。当地时间3月11日，埃隆·马斯克在X平台宣布，特斯拉与xAI正式联合推出名为“Macrohard”的AI系统项目。这距离其宣布对xAI投资20亿美元后，首次有实际产品落地。01 突发特斯拉...

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project","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLI":0.6,"TSYY":0.6,"TSLP":0.6,"TSLT":0.6,"TSLO":0.6,"TLA":0.6,"TEST":0.6,"TSLQ":0.6,"TSLS":0.6,"TESL":0.6,"TSLA":1.97,"CRSH":0.6,"TSLY":0.6,"TSLG":0.6,"TSII":0.6,"07766":0.6,"TSLZ":0.6,"TSL":0.6,"TSDD":0.6,"TSLW":0.6,"TSLR":0.6},"content_text":"就在马斯克宣布投资xAI 20亿美元后不久，一个一度停滞的AI项目突然“复活”，并以全新的“Macrohard”之名，将两家公司的命运捆绑在一起。然而，这背后不仅是一场技术豪赌，更引发了股东对资源转移的激烈争议。当地时间3月11日，埃隆·马斯克在X平台宣布，特斯拉与xAI正式联合推出名为“Macrohard”的AI系统项目。这距离其宣布对xAI投资20亿美元后，首次有实际产品落地。01 突发特斯拉与xAI联手推出“Macrohard”埃隆·马斯克在发布中将“Digital Optimus”（Macrohard项目的核心系统）定义为一个“能自主控制电脑、处理办公任务的实时AI系统”。它可以理解人类输入和屏幕画面，并自主执行操作，几乎像一个“数字员工”。这标志着特斯拉在人工智能领域迈出重要一步。然而，这一项目的推出，也正值xAI内部动荡、项目一度被曝“搁置”之后。02 架构两层“智能系统”：思考与执行的结合据马斯克介绍，Digital Optimus采用“两层架构”设计：上层：由xAI的大语言模型Grok担任，负责深层理解、思考、规划决策。下层：由Digital Optimus负责实时动作执行，包括读取屏幕画面、处理键鼠操作、快速反应。这种设计被马斯克形象地比作人类大脑的双系统理论：“Grok是‘系统2’，负责深度思考；Optimus是‘系统1’，负责快速反应。”系统运行在特斯拉自研AI4芯片上，单颗售价约650美元，同时根据需要调用xAI使用的高性能NVIDIA GPU资源。马斯克甚至声称：“Digital Optimus在理论上可以模拟一家公司的完整运作——这也是它被命名为Macrohard（隐喻微软Microsoft）的原因。”03 动荡从“搁置”到重生：一个项目的内部地震此次发布距离Macrohard“复活”仅数周。事实上，该项目在去年年底一度陷入停滞。据《商业内幕》报道：xAI冻结招聘，暂停了一项涉及600名合同工的数据采集工程。超过20名关键工程师离职。甚至连2月刚被任命为Macrohard负责人之一的联合创始人Toby Pohlen也在16天后离开团队。至今，xAI 12位初创联合创始人中已有6人离职。业内普遍认为，随着xAI内部震荡，马斯克决定将Macrohard重新并入特斯拉体系，以重新获得资源与合法性支持。04 争议股东风波：核心矛盾浮出水面这一“复合项目”也再次触动了特斯拉股东的敏感神经。自2024年以来，特斯拉部分股东已对马斯克提起诉讼，指控他违反了对公司应有的信托责任——将AI人才和机密资源转移到他个人全资控制的xAI中。据《TechCrunch》报道，尽管股东在去年11月的非约束性投票中明确反对特斯拉对xAI的20亿美元投资，马斯克仍推动交易正式执行。如今，Macrohard项目直接结合了xAI的模型与特斯拉的硬件，这否定了马斯克本人去年做出的声明——当时他曾表示：“特斯拉没有必要向xAI授权任何东西，xAI的模型也无法运行在特斯拉车载推理电脑上。”05 意义未来：新的范式与旧的难题从技术角度看，Macrohard的提出标志着特斯拉与xAI正在尝试打造一个融合视觉理解与语言思维的自主AI系统。这一方向可能为办公自动化、企业管理模拟、甚至AI机器人操作提供新的范式。但从商业和监管角度，这种“双公司共用核心技术”的模式也在激起新的治理和信任问题。在AI发展高度敏感的2026年，Macrohard既可能成为特斯拉的“第二个自动驾驶”，也可能成为硅谷史上又一个争议性的实验。点评马斯克这次的策略，看似是在技术层面“做加法”，实则是在商业层面“做转移”。对他来说，将xAI的计算模型嫁接到特斯拉的硬件体系，不仅能重启一个陷入停滞的项目，也有助于转移市场对xAI独立生存能力的质疑。但对于特斯拉股东来说，这条路可能意味着更大的不确定性。结语Macrohard这一项目折射出马斯克式AI帝国的野心——并非单纯造车，而是在构建一个能“理解世界并操作世界”的通用人工智能。只是，这场冒险，注定伴随争议，也注定吸引全世界的目光。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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