Overview

• xAI has deployed over 200,000 GPUs at its Memphis facility, creating what Musk claims is the most powerful AI training cluster globally.
• The company is building a second site near Memphis to house one million Nvidia Blackwell GPUs, expected to be operational within six to nine months.
• Tesla and xAI will continue purchasing GPUs from Nvidia, AMD, and potentially other suppliers to support AI and robotics development.
• Musk stated that Tesla requires significant GPU resources for training its Optimus humanoid robots and future autonomous vehicle projects.
• While Musk has not ruled out merging xAI into Tesla, there are no current plans, and such a move would require approval from Tesla shareholders.