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Elon Musk said on Tuesday what awaits Nvidia and AmdAnd perhaps others.
Artificial intelligence company Moscow, XAI, now owns the social media platform X, has already installed 200,000 graphic processors in its COLOSSUS facility in Memphis, Tennessee, The Tesla On Tuesday, CEO David Faber CNBC said. XAI also plans 1 million graphic processors outside the Memphis, Musk said.
He did not specify how many chips the company had already ordered and they could be installed by this date.
“A few years ago, I made a very obvious forecast, which is that the restriction on the II will be a chip,” he said.
Last year Mus steer Nvidia to send a large order of graphic processors in XAI first, jumping the line ahead of Tesla.
In his autos Business, Musk, said the Dojo Tesla’s supercomputer, New York, already used to train autopilot and Optimus Robotics systems.
In XAI Musk boasted on Tuesday, Colossus is “the most powerful training cluster” with “more than 200,000 graphic training training.”
The choice of Musk for construction in Memphis was welcomed by the city authorities as transformation Region in “High -Tech Production Center”.
But the local communities there protested against the operations and water, in particular, how XAI relied on the turbines that burn natural gas to help eating a supercomputer.
The turbines emit the smog that form nitrogen oxides, the precursors of ozone formation, which were associated with an increased risk of death from respiratory diseases.
As CNBC used to reportEnvironmental lawyers say XAI probably “violated the clean air law” and local requirements for resolution for “major sources of air pollution” when using turbines.
Musk said he sees chips as a major factor that limits the development of the II today, but predicts that the “electrical equipment” will change soon, and then there would be a “major lack of electricity production” for AI companies in the middle of 2026.
Investing in China in electricity production, Musk said However, the US still has “an advantage in breakthrough innovations,” Musk said.
“I think this is a cultural thing that is to have a breakthrough innovation, you must question the authority,” Musk said. “In principle, you question the usual wisdom when you do breakthrough innovations.” In China, he said, people do not usually like to question the authority. “
Faber asked Musk if XAI and TESLA could unite, the concept sometimes swims by Musk supporters, who view his portfolio of companies as part of “Muscovy” rather than independent entities to different groups of investors.
Musk said that this is not what he thinks now, but “it is not on the borders of the issue,” and “clearly requires support for Tesla shareholders.”
Tesla and XAI are already running business together.
Recently, the EV manufacturer revealed that XAI spent about $ 191 million in 2024 and $ 36.8 million by February 2025 on Tesla Megapacks, which are energy storage systems.
