Family news:
Musk, xAI, and the future of technological infrastructure
1. Massive bet on chips
Elon Musk confirmed that both Tesla and xAI will continue purchasing chips from Nvidia and AMD for their artificial intelligence developments.
xAI is already operating with 200,000 GPUs in its Colossus center (Memphis).
It plans to build a new facility with a capacity for 1 million chips.
2. New bottleneck: energy
Musk anticipates that the next limit will no longer be the chips, but the availability of electricity, predicting a structural shortage starting in 2026.
3. Environmental criticism
The Colossus center has been criticized for using natural gas turbines, with nitrogen oxide emissions.
There are questions about compliance with the Clean Air Act.
Musk did not respond directly, focusing on the lack of energy as the biggest obstacle.
4. Strategic vision and possible merger
Musk does not rule out a potential merger between Tesla and xAI, although he clarifies that it is not under discussion today.
This fuels the narrative of a "Muskonomy," where his companies operate as an interconnected ecosystem (AI, electric cars, energy, social networks, space exploration)
blessings and successes
thank you for following me 🫂
give a like and comment
