马斯克称 xAI 2027 年将新增 10 吉瓦算力
马斯克在电话会上报了算力家底：明年冲13吉瓦，Q2还要上44万块Rubin的训练集群，想看算力军备竞赛的可以看看。
马斯克在财报电话会上表示，xAI 到今年年底将有约 2.5 到 3 吉瓦算力上线，2027 年再新增 10 吉瓦，明年年底合计可能达到 13 吉瓦。他还提到 SpaceX 明年上线超 20 吉瓦超级智能算力存在非零可能。公司计划在 Q2 结束前建成最强训练集群，部署 44 万块 Rubin GPU 用于训练。
Elon on the earnings call:
'At this point, I would say I'm I would say I'm fairly confident of being able to bring an incremental 10 gigawatts of compute online in 2027. That would be in addition to the roughly 3 gigawatts, maybe 2 and 1/2 to 3 gigawatts that we'll have online by the end of this year. So let me put it this way. I would be surprised if we're brought on less than 13 gigawatts of compute by the end of next year.'
'So there is a non-zero possibility maybe it's a small possibility at this point, but it's not zero, of having SpaceX having over 20 gigawatts of superintelligence compute online next year. A small possibility, but it used to be zero. It's not zero anymore. We're also planning to have the most powerful training cluster online by the end of Q2, which will be 440,000 very Rubin computers deployed for optimal training.'
When I say all of this is unstoppable, it is for many reasons. One of them is the pure industrial momentum that has built up over the last four years. You can see it clearly in what Elon is saying here. Finance, industry, the labs, the banks, and the markets all are bent toward this task with all their might.
