xAI终止与甲骨文的交易谈判，马斯克回应

第一财经07-10

北京时间7月10日，埃隆·马斯克（Elon Musk）在社交平台X上表示，他领导的人工智能初创公司xAI已终止与甲骨文扩大租用云服务器的洽谈。今年5月，曾有消息称，两家公司接近达成扩大合作关系的协议，xAI将斥资约100亿美元向甲骨文租用云服务器。xAI成立于2023年7月，是马斯克对标OpenAI创办的人工智能公司。马斯克此前表示，xAI“一定会与OpenAI竞争”，它会在AGI（通用人工智能）...

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Vision。今年5月，xAI成功融资60亿美元，参投者包括红杉资本、富达资管、沙特的王国控股公司等，目前该公司估值为180亿美元。马斯克在X上表示，xAI正在自建一套由10万块英伟达H100芯片构成的超算系统，目标“以最快的时间完成”，本月晚些时候开始训练，这将成为全球最强大的训练集群。海外分析师预测，xAI服务器项目总价值可能高达30亿美元。此前，xAI与甲骨文曾计划签订协议，租用英伟达芯片打造一台超级计算机，但因在速度和电力供应问题上产生分歧，导致谈判受阻。马斯克表示，决定内部构建有10万块H100的系统，是因为公司核心竞争力在于速度，必须比其他AI公司都要快。“这是赶上进度的唯一办法。”他认为，甲骨文是一家伟大的公司，然而，当公司的命运取决于是否能成为最快的公司时，必须亲自掌握方向盘，而不是在后座指挥。但xAI即将发布的大模型Grok 2的训练仍然基于甲骨文的云服务器，马斯克表示，xAI从甲骨文租用了2.4万块H100，用于训练大模型Grok 2。Grok 2当前正在进行微调和修复Bug，预计下个月发布。下一代大模型Grok 3预计则会在xAI自有超算平台上完成训练。H100是英伟达开发的专门用于处理大语言模型数据的AI芯片。每块英伟达H100AI芯片的价格目前约为3万-4万美元左右。通过简单计算，自建一套有10万块H100芯片的超级计算机系统，马斯克需要花费至少30亿美元。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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