저자: 미상 · 외국인
요약 보기
영상은 일론 머스크가 테슬라·xAI 중심으로 엔비디아 의존에서 벗어나 자체 AI 칩과 대형 데이터센터(Dojo 등)를 구축하려 한다는 내용을 다룬다. 근거로 FT·The Information 등 익명 내부자 보도, Blackwell 물량 부족, 텍사스 데이터센터 장비 구매 등을 제시한다. 자체 AI 칩 프로토타입이 존재한다는 주장도 있다. 다만 출처는 대부분 익명·루머 성격이며 구체적 수치 근거는 제한적이다. 엔비디아가 '끝났다'는 제목과 달리 본문은 엔비디아 대체 가능성을 장기 과제로 다룬다.
다듬은 글
According to several authoritative insiders close to three major technological ecosystems, XAI, Tesla, and the infrastructure divisions of XCorp, Elon Musk is preparing a technological maneuver that is already being described as the boldest and most dangerous challenge in the history of the artificial intelligence industry.
Sources at the Financial Times, The Information, and several unnamed analysts report that Musk has begun implementing a secret project aimed at rebuilding the entire architecture of Tesla and XAI. So, the companies no longer depend on Nvidia, can develop their own AI chips, train Grock on internal supercomputing infrastructure, and push Tesla into the absolute lead of the global AI race.
This news shocked the market because just 6 months ago, Musk himself admitted that training Grock without Nvidia GPUs was impossible. But now things are changing. According to insiders in Silicon Valley, the very shortage of Nvidia capacity, the same shortage that is slowing the development of the world's largest language models forced Musk to make a strategic decision.
Stop being a buyer of compute and become its producer. Elon Musk, who has spent decades going against the industry, is once again doing what he does best, starting a war no one is prepared for at the scale of his plans. To understand Tesla's and XAI's new course, one must begin with the current state of Grock, the boldest AI model on the market, built in the style of a maximally honest, slightly cocky, fast, explosive assistant that says what other models are afraid to say aloud, could have been a revolution.
And indeed, according to CNBC, Grock's development pace is almost twice as fast as XAI's internal plan. But the growth of the model is hitting a fundamental problem. There is nowhere to train Grock. Musk openly said that training one version of Gro 3X requires up to 100,000 GPUs, ideally from Nvidia's Blackwell series, which will be the most powerful line of graphics processors in history.
But Blackwell is already sold out for years ahead. Amazon, Meta, Google, Tesla, Microsoft, and sovereign wealth funds in the Middle East have signed multi-year contracts, and obtaining new chips is nearly impossible. Musk found himself in a situation where his AI revolution depended not on the talents of XAI and Tesla engineers, but on Nvidia's delivery schedule.
This dependency, according to analysts at Bloomberg Intelligence, became the key reason behind Musk's new secret move, a project within Tesla already called the AI independence initiative. According to insiders at XCorp, Musk is seriously considering creating his own AI processor architecture directly integrated into future versions of Tesla dojo.
And this is what pushed the company toward accelerated construction of massive data centers designed for tens of thousands of Tesla's own AI modules known as Tesla D2. Journalists at the information report that Tesla has already purchased equipment for the largest data center in the company's history located in Texas near the Gigafactory in Austin.
According to documents obtained through a leak, this data center is not just a computation node. It is the future matrix for training Grock, Tesla autopilot, the Optimus robotic assistant, and all of Tesla's generative AI technologies. Musk is building his own AI nation where every part of the infrastructure belongs to him, not to outside corporations.
But why did Musk decide to place Tesla at the center of the AI revolution? The answer lies in the fact that Tesla is the only company in the world that simultaneously owns millions of cars generating unique data every day, has its own dojo supercomput, develops autonomous systems, trains giant neural networks, and now thanks to XAI, creates one of the fastest language models in the world.
According to analysts at Goldman Sachs, Tesla can unite all these elements into a single platform from vehicle sensor streams to generative AI in consumer devices. In other words, Musk is not just building Grock model. He is building a new technological continent where AI controls cars, robots, logistics, operating systems, and possibly even future export products.
Insiders at Reuters claim that Musk wants to turn Grock into the main brain of everything Tesla does. If earlier Tesla autopilot was a separate system and Optimus was developed independently, now according to new plans, Grock will become the decision-making center for all directions. Cars will understand environmental context.
Robots will understand human speech and Tesla's AI systems will analyze the world through a unified intelligence stack. This cannot be achieved on external compute which is why Musk began reworking the dojo architecture so it can train not only automotive models but also generative systems at the level of GPT5 inside Tesla.
They say Musk wants to achieve full vertical AI sovereignty. He understands that Nvidia is too strong to confront directly but he also understands that the only way to bypass Nvidia is to create not a competitor but an alternative universe. In this universe, Tesla does not buy GPUs. It creates its own.
It does not rent data centers. It builds them. It does not wait for deliveries. It designs architecture from scratch. According to analysts at the Verge, Musk is preparing for the largest confrontation with Nvidia because he understands that the future of the tech market will belong to whoever can provide compute and compute is the new oil.
The most surprising part is that insiders from the supply chain claim Tesla has already produced a prototype of its first AI chip aimed at large models like Grock. This chip does not aim to match H200 or Blackwell performance at launch, but it will allow Tesla to begin breaking free from dependency.
But the most important point is that Musk does not hide that he wants to create an AI capable of competing with Open AI, Google Gemini, and Facebook Lama. And if Tesla builds its own computational planet, Grock will be able to train faster than any other model in the world. This is a strategic plan that could change everything from autopilot to global AI policy.
Today, Nvidia owns the AI world. But if Musk builds his compute empire, for the first time in many years, there will be a real alternative. And this is what makes the situation so tense. Tesla and XAI may become the only force capable of reshaping the technological map of the planet. Will Musk succeed?
No one knows. But if even half of the leaks are true, the world is on the threshold of a new era. An era in which Tesla stops being a car company and becomes an independent AI power with its own compute infrastructure, its own models, its own robots, and its own vision of the future. And all of this does not start tomorrow.
It is starting right now in Silicon Valley. There are rumors that Musk plans to scale the Optimus project to such dimensions that in a few years Tesla robots will operate on the same computational models as the autopilot and the entire ecosystem will be controlled by the unified brain Grock which is becoming closer to the format of a universal AI.
And this perspective is already causing concern among competitors from Google which fears losing its dominance in AI infrastructure to Open AI which understands that Grock may become the fastest learning AI in the world. If Musk's plans are even partially realized, we may find ourselves on the brink of a technological transformation that will turn Tesla from an automaker into the first fully autonomous AI state of a new generation.
Compact, flexible, energyindependent, and completely free from any external monopolies.
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