Overview
- Elon Musk said xAI will possess more AI compute within five years than all other institutions combined, posting the claim in response to an employee’s recruitment message.
- xAI reports it deployed a supercluster of 100,000 NVIDIA H200s in 19 days, a timeline NVIDIA CEO Jensen Huang has said typically takes about four years.
- Musk set an internal goal for xAI to reach the equivalent of 50 million H100-class GPUs over five years, framing an aggressive expansion path.
- An employee post citing SemiAnalysis said xAI painted “Macrohard” on the roof of its Colossus data center in Memphis, a pointed reference to Microsoft that has not been independently verified.
- Microsoft AI chief Mustafa Suleyman said competing at the top tier will require hundreds of billions of dollars over 5–10 years, emphasizing gigawatt-scale infrastructure and intense competition for AI talent.