“偏心”xAI?馬斯克迴應芯片分配:給了特斯拉也只能“吃灰”
在AI芯片緊缺情況下,馬斯克選擇先”緊着“特斯拉,將算力資源分配給xAI。
隔夜,特斯拉收升0.86%,報174.77美元,總市值5573.76億美元。今年以來,該股已累計跌近30%。

馬斯克:給了特斯拉也只能“吃灰”
據外媒報道,特斯拉CEO馬斯克已要求英偉達優先向X和xAI發貨AI芯片,而不是特斯拉。
英偉達12月的一份備忘錄顯示,馬斯克將原定為特斯拉發貨的1.2萬個H100 GPU重新分配給X,作為交換,原定於1月、6月發貨給X的1.2萬個H100芯片分配給了特斯拉。
這表明,在芯片緊缺情況下,馬斯克優先考慮進行AI相關開發。
早先,特斯拉股東就一直在擔憂,馬斯克同時掌管着多家公司,對特斯拉的關注不夠。
此次對AI算力的分配,可能會推遲自動駕駛汽車和人形機器人所需的超級計算機的開發,影響到特斯拉的基本面。
最新,馬斯克似乎對此安排做出説明。他稱,特斯拉沒有地方來啟動英偉達的芯片,所以它們只能放在倉庫裏。Giga Texas的南部擴建工程即將完工,這將容納5萬張H100用於FSD訓練。

特斯拉算力支出巨大
週二,馬斯克透露,特斯拉今年可能會花費30億-40億美元向英偉達採購芯片。
他表示,今年,特斯拉與AI相關的資本支出將達到100億美元,其中約有一半是內部支出,主要是特斯拉設計的AI推理計算機、汽車中的傳感器,以及Dojo。
對於構建AI訓練超級集羣,英偉達的硬件約佔成本的2/3。他目前預計,今年將花費30億-40億美元採購英偉達的硬件。

據馬斯克粗略估計,當特斯拉車隊達到1億輛汽車時,汽車中AI硬件的峯值功耗將約為100GW,訓練功耗可能小於5GW。
以目前的標準來看,5GW的AI訓練計算量是巨大的,但也僅佔特斯拉AI總計算量的5%左右。

在4月23日的財報電話會議上,馬斯克曾表示,特斯拉目前有3.5萬的H100芯片,他預計到年底芯片數量將達到約8.5萬。
特斯拉還預計,接下來幾年的資本支出將在80億-100億美元。
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