Elon Musk Praises AI Advances with xAI's Memphis Supercluster
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Leading in AI and Robotics
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Musk emphasized that Tesla’s comprehensive approach to AI and robotics—covering all parts of the AI robotic stack—gives the company a competitive edge. "This allows for better cost control, more scale, quicker time to market, and a superior product—applying not just to autonomous vehicles but to autonomous humanoid robots," he said.
xAI's Impact on Tesla
The formation of xAI stemmed from Musk’s efforts to recruit AI experts who preferred working on general artificial intelligence (AGI). He explained that xAI has been instrumental in advancing Tesla's full self-driving technology and in developing the new Tesla data center.
Memphis Supercluster Launch
Musk also announced the launch of xAI's Memphis data center, which began AI model training using 100,000 Nvidia GPUs. He called it "the most powerful AI training cluster in the world." This development is expected to give Tesla a significant advantage in AI training by the end of the year.
Potential Investments and Future Plans
During the earnings call, Musk mentioned the possibility of Tesla investing in xAI, subject to shareholder approval. He also hinted at the integration of xAI's generative AI model, Grok, into Tesla’s software. Grok, released in November, is currently available for paid users of X (formerly Twitter).
Robotics and Future Products
Musk shared that Tesla is well-equipped to develop large-scale, high-utility humanoid robots, referencing ARK Invest's analysis that predicts a market cap of approximately $5 trillion for autonomous transportation and even higher for general-purpose robots. He envisions a future where AI leads to an era of abundance with no shortage of goods and services. Musk also hinted at the release of a more affordable Tesla model in the first half of next year, keeping further details reserved for future product announcements.
As Tesla and xAI continue to push the boundaries of AI technology, the industry eagerly anticipates their next innovations.