马斯克称 xAI 算力明年扩 10 倍，设想太空部署 AI 推理
马斯克聊了 xAI 的算力规划和太空推理的构想，还给出每瓦 30-50 美元这类具体数字，想了解 xAI 下一步布局的可以看看。
马斯克表示 xAI 已建成全球最强的 AI 训练集群，计划到 2026 年底将算力规模扩大到目前的 10 倍，目标达到 10 吉瓦。他按每瓦 30 至 50 美元的价值估算，10 吉瓦算力上线后对应每年 3000 亿至 5000 亿美元的收入。他还提出训练留在地面、推理放到太空的分工思路，并引用卡尔达肖夫指数，称人类文明的下一步是利用太阳能孕育一个有感知的恒星智慧体。
Elon Musk’s ultimate AI vision is a “star mind” powered by the sun.
“We’ve already built the most powerful AI training clusters in the world. And then what we expect to do by the end of next year is about 10 times more than what we’ve done thus far. This will be very important practice for space AI.
And I do think that AI training will continue to be on the ground, but AI inference, the day-to-day use of AI, will be in space. So we’re aiming to get to 10 gigawatts by the end of next year. This is depending on what the value per watt is.
If the value per watt is probably going to be $30 to $50, which means if we bring 10 gigawatts of AI online by the end of next year, it will be $300 to $500 billion a year in revenue. Big numbers. And sometimes I wonder, what is our purpose?
And it could be that the purpose of humanity is to give birth to a star mind, a sentient sun. I don’t know what the AI is going to think about, honestly. It’s a lot of compute.
But I guess this is the next step in the evolution of a civilization, is to harness the power of the sun. There was a physicist called Kardashev who argued that you could consider any given civilization on the basis of whether it has been able to harness most of the power of its planet, or most of the power of its sun, or most of the power of its galaxy, and beyond. So that’s what’s going to happen.
And we’re going to do it. The factory for star mind will be located nearby, adjacent to us, basically. They just come from space.”
