Musk to Build Supercomputer? How Do You View?

Elon Musk recently told investors his artificial intelligence startup xAI is planning to build most powerful AI supercomputer powered by 100,000 Nvidia chips. The AI supercomputer will aim to power the next generation of xAI’s chatbot, Grok. Ark Venture Fund has purchased a partial stake in Musk's artificial intelligence startup xAI. ------------- How do you view? Can Elon Musk catch up with the AI development? Is it a good investment? Does the supercomputer development mean more upside for Nvidia?

Why is Musk's xAI Supercomputer a Moonshot?

Elon Musk, never one to shy away from audacious ventures, has thrown his hat into the AI supercomputer ring. His AI startup, xAI, recently announced plans to build a behemoth of a machine – potentially the most powerful AI supercomputer ever constructed. This news ripples outwards, impacting $Tesla Motors(TSLA)$, $NVIDIA Corp(NVDA)$, and the overall landscape of artificial intelligence development. Let's delve deeper and analyze the potential ramifications. The sheer ambition of xAI's supercomputer project is undeniable. If successful, it could propel them to the forefront of AI development. This could have significant downstream benefits for Tesla's sel
Why is Musk's xAI Supercomputer a Moonshot?

Will NVDA ATM keep the market risk-on?

When $Nvidia (NVDA)$ is again a single day rose more than 6%, leading the whole market when in fact the market divergence has begun.$S&P 500 (.SPX)$ The index rebounded from the The rally from the lows was essentially flat, with the $Dow Jones (.DJI)$, a proxy for the blue chips. a> The index is down 0.55% after a new high, while the $ Nasdaq (.IXIC)$ index topped 17,000 for the first time, thanks to a third consecutive day of record highs for NVIDIA shares.From a macro-fundamental perspectiveBetter-than-expected consumer confidence data continued to raise consu
Will NVDA ATM keep the market risk-on?
avatarTiger V
05-28

Musk's xAI: A New Challenger in the Supercomputer Arena

Elon Musk’s artificial intelligence (AI) startup, xAI, has raised an impressive $6 billion in its latest funding round. This achievement catapults the relatively young company, founded just over a year ago, into a formidable competitor against established giants like OpenAI. Since its inception in March last year, xAI has rapidly ascended to become one of the most financially robust contenders in the AI industry. With this latest funding, xAI stands shoulder-to-shoulder with Amazon-backed $Amazon.com(AMZN)$   Anthropic, which has raised over $8 billion since its founding in 2021. OpenAI, the current leader, has secured $13 billion in funding. Musk announced on his social media platform, X, that xAI’s valuation prior to this Ser
Musk's xAI: A New Challenger in the Supercomputer Arena
$Tesla Motors(TSLA)$   $TSLA China Deliveries Surge 40%, Model Y Production Cut!! • Tesla China's vehicle deliveries increased by 40% last week despite reports of a 20% Model Y production cut for the next quarter. • Tesla registered 13,800 new vehicles in China last week, marking a 41% increase from the previous week and sold 163,000 domestically from January to April. • Reports indicate a decline in Model Y production in China, with 17.7% fewer units in March and 33% fewer in April compared to 2023. • Tesla introduced promotions like free supercharging and zero-interest/down payments for Model 3 and Model Y orders by June 20th and June 30th, respectively, likely contributing to increased sales. • Reports sugge
I don't know if I love Elon or hate him. He is definitely a serious influencer and very intelligent. But, well I'm a kiwi but I can speak American. So imagine on thanksgiving Day some one turns up, he's got a finger in the pumpkin pie, the pecan pie, apple pie, key lime pie, peach pie, oh you know where I'm going. Taking the credit for making all the pies, but he got other people to make all of them. Just saying[Happy]   If anyone remembers the TV show MASH, there was a saying by Charles Emerson Winchester the third... "I do one thing at a time, I do it exceedingly well, and then I move on". Kinda quote that has stuck in my head for, well decades. I did report he's wanting a $49 billion salary package, and have read other articles that say it's Actually $56 billion, actually
Former high-ranking $MSFT employee shares his view on AI, $MSFT, and the cloud industry: - The way he sees the AI space when it comes to Big Tech is that everyone is looking at it from a different angle. OpenAI was trained on whatever was available on the internet; $GOOGL Gemini's data set was its search and YouTube library. $AMZN used data sets from its buyers, consumers, and merchants. $META trained their AI from social media assets, trying to understand consumer behavior. - He believes that GenAI presents a more compelling reason for companies to move the on-prem workloads to the cloud. - He doesn't think genAI will be a big reason to switch between the hyperscalers—at least not yet. He thinks companies will layer AI on top of the cloud provider where the data is already located. - In h
$Tesla Motors(TSLA)$   $TSLA Self-Driving Partnership (How could it work?) • Integration timelines for FSD with partners, particularly Chinese vendors, might expedite, possibly within two years. • Partnering for FSD integration with other automakers or tech firms might span over three years, covering hardware, software, and data integration. • Utilizing its advancements in hardware and software, Tesla could offer a distributed inference service similar to AWS, tapping into the computational power of its vehicle fleet. • Tesla's autonomy approach relies on vision-based systems, simplifying FSD adoption without requiring specialized equipment. • Licensing FSD entails using Tesla's cameras, inference computer, and
avatarGrafa
05-26

Elon Musk aims to construct major AI 'Gigafactory of Compute'

Full story: https://grafa.com/news/elon-musk-aims-to-construct-major-ai--gigafactory-of-compute--227127 Elon Musk, the futuristic entrepreneur, has ambitiously set his sights on having his AI venture, xAI, catch up with industry giants OpenAI and DeepMind Google by the end of 2024. In a significant move towards this goal, Musk’s xAI is joining forces with Oracle to construct a supercomputer dedicated to advancing the capabilities of its "Grok" artificial intelligence large language model. This ambitious project is dubbed as the “Gigafactory of Compute,” a term that highlights
Elon Musk aims to construct major AI 'Gigafactory of Compute'
$Tesla Motors(TSLA)$   "Optimus will be more valuable than everything else combined," says $TSLA CEO Elon Musk • Tesla pulls back on advanced manufacturing in shift to AI, autonomous driving • CEO Elon Musk stated Tesla should be considered more as an AI or robotics company than just an auto company. • Tesla paused plans for a next-generation platform at a future factory in Mexico. • New affordable models will be made on existing assembly lines in Texas next year. • Tesla backed away from further gigacasting innovation. • Tesla's AI-powered humanoid robot, Optimus, is projected to become its most valuable product. • There's a shift in focus from mass-market vehicle production to software and tech profitability
$Tesla Motors(TSLA)$   NEWS: Elon Musk's xAI Secures $6B for Supercomputer Gigafactory Compute • xAI secures $6 billion for a supercomputer gigafactory, aiming to surpass current AI clusters. • Tesla's strategy focuses on scale and simplification, evident in ventures like gigafactories and partnerships with companies like Oracle. • Tesla's advantage lies in efficiently addressing and overcoming data center bottlenecks, leading to better planning and execution. • xAI's valuation is expected to rise, potentially impacting other language companies, while Grok's growth aligns with advancements like GPT-5. • xAI's ramp-up is predicted to outpace competitors, leveraging Tesla's experience and resources for faster dev
$Tesla Motors(TSLA)$   "Jobs will become a hobby," says $TSLA CEO Elon Musk • Elon Musk predicts a future where jobs become hobbies, thanks to AI and robots providing goods and services. • Concerns raised about income sources if people transition to hobbies as jobs are automated by robots. • The idea of AI and robots having consciousness is discussed, along with potential consequences. • Prediction of AI surpassing human intelligence by 2025 and its potential implications. • Opinions on the need for AI regulation and its transformative effects on society.
$Tesla Motors(TSLA)$   Elon Musk's AI start-up raises $6 billion: What it means for $TSLA investors?? • Elon Musk has long projected Tesla as an AI company. • Musk's pay package drama is tied to Tesla shareholder concerns about his focus on AI ventures. • Musk's engagement with Tesla is under scrutiny, with some investors questioning his commitment. • His remarks about potentially taking AI and robotics technology elsewhere raise concerns for Tesla investors. • Tesla's brand and stock value are closely intertwined with Elon Musk's presence.
I support this ! AI is the future.... just ask Tiger GPT!
$Tesla Motors(TSLA)$   $TSLA Tesla's Dojo is another growth potential. System-on-wafer processors are in mass production and will be distributed soon.
avatarantiti
05-28
It’s a good thing for Elon to invest in AI. But i don’t know whether this will impact on Tesla or not.One thing for sure is Elon buys a lot chips from $NVIDIA Corp(NVDA)$.
avatarIykyk
05-29
Hard to overcome open Ai when open Ai don't have superalignment team.