Elon Musk said on Tuesday that he expects Tesla and Xai chips to continue to buy from semiconductor giants Nvidia And AMDAnd possibly others.
Artificial Musk’s Intelligence Company, Xai, that now owns Tesla CEO told David Faber of CNBC Tuesday. Xai also plans 1 million GPU facility outside Memphis, said Musk.
He did not specify how CIPs had already ordered the company and on date that of the date.
“A few years ago I made an obvious prediction, namely that the limitation of AI chips will be,” he said.
Last year Musk Nvidia dedicated to first send a large order GPUs to Xai and jump the line for Tesla.
With his cars, Musk said that Tesla’s Dojo -Supercomputer in Buffalo, New York, is already used to train his star machine and optimus robotics systems.
At Xai Pende Musk Tuesday, Colossus is the “most powerful training cluster in the world” with “more than 200,000 GPUs training coherent.”
The choice of Musk to build in Memphis was Hayed by the city office while the region was transformed into a “high -tech production hub”.
Local but communities there have protested against the power and water-hungry operation, Spectify The way in which you have familiarized you on natural gas-burning turbines to help the supercomputer provide power.
The turbines give smog -forming nitrogen oxides, forerunners of ozone formation, which are associated with a higher risk of death due to respiratory diseases.
As CNBC reported earlier, Environment proponents say that Xai probably violated “the Clean Air Act” and local amighting -requirements for “important sources of air pollution” with the use of the turbines.
Musk said he sees chips as the most important limiting AI development stabbing, but predicted that it will turn into ‘electrical equipment’, son and passes on there are a ‘fundamental shortage of electricity generation’, for AI companies since mid-2026.
China’s investments in power generation, said Musk, who are currently larger than the US However, the US still have an “advantage in breakthrough innovation,” said Musk.
“I think it is a cultural thing, namely that you must have breakthrough innovation to interrogate authority,” said Musk. “Fundamentally, you ask conventional wisdom when you do a breakthrough innovation.” In China, he said, people want “generally want to interrogate the authority.”
Faber asked Musk of Xai and Tesla ever merged, a concept subtimes drifted by Musk fans who consider his portfolio of companies as part of the ‘Muskonomy’, rather than independent entities with obligations towards different groups of investors.
Musk said it is not something he thinks about, but “it is not excluded”, and “would clearly require Tesla shareholders to require support.”
Tesla and Xai are already doing business together.
The EV maker recently announced in a financial filing that Xai up to and including $ 36.8 million to February 2025 spent around $ 191 million on Tesla Megapacks, which are energy storage systems on utilities.
Watch: Elon Musk’s interview with CNBC
