Elon Musk · All updates
Oct 28
Oct 27
General Compute raises $100 million Series A, countering the neocloud disaster narrative
马斯克表示，200多家新兴云计算公司将面临严重淘汰和整合。
Oct 26
马斯克给机器人建了个学校！腾出百万车型产线来量产
马斯克在财报电话会上表示，弗里蒙特工厂规划的擎天柱产线绝大部分设备已到位，但达到每周约2万台的生产速度预计还需至少一年；他还说明了并行推进机器人生产、AI训练和设计改进的原因，并谈及机器人的技术难点及未来产能前景。
马斯克唱衰新云厂商：200 余家相关公司面临生存危机
马斯克发文预测未完工数据中心将出现大量闲置算力，并表示新云厂商的融资渠道收紧、200多家公司可能面临倒闭或整合；他还称SpaceX刚完成400亿美元GPU相关债务融资，资金主要用于采购预计于2027年上半年交付的GPU。
马斯克确认 SpaceX 完成 400 亿美元债务融资，用于购买 GPU
马斯克在社交平台 X 上表示，SpaceX 已完成 400 亿美元债务融资，资金主要用于支付预计于 2027 年第一和第二季度交付的 GPU 采购款项，对本季度并非主要影响因素。
Oct 23
Oct 22
马斯克：特斯拉正显著扩产，FSD 是拉动汽车需求的最大驱动力
马斯克在特斯拉财报电话会上表示，特斯拉汽车需求快速增长且已大幅超过产能，公司正在显著扩产，FSD是拉动需求的最大驱动力；他还谈及FSD在欧洲的审批进展，并预计人形机器人产业将大幅增长、Optimus有望在相关问题解决后向特斯拉以外的企业交付。
特斯拉开始生产 Optimus 人形机器人，马斯克称达周产 2 万台仍需约一年甚至更久
马斯克在财报电话会议上表示，特斯拉已启动擎天柱的早期生产，预计达到每周2万台的年化产能至少还需约一年；他还介绍了集成AI5芯片、解决机器人设计与可靠性问题及未来对外供应的计划，并表示特斯拉准备发布展示机器人完成非预设任务的视频。
Oct 21
Elon Musk confirms he is considering merging Tesla and SpaceX
马斯克表示，他正考虑合并特斯拉和SpaceX，两家公司已成立专门委员会研究这一可能性。
Oct 4
Musk confirms talks with TSMC on Terafab chip manufacturing
Musk said the two sides are only in discussions, with no agreement confirmed. Terafab aims to supply custom chips to Tesla, SpaceX and xAI; Intel had previously been named as a manufacturing partner, with plans to provide its 14A process.
1 more source reported this
- Rohan Paul (@rohanpaul_ai)
Oct 2
Musk says Tesla plans to cut AI5 and AI6 memory to supply Optimus production
Musk says Tesla plans to reserve memory for Optimus production by reducing AI5 RAM from 144GB to 72GB and AI6 RAM from 216GB to 144GB. He expects the performance impact on Optimus to be “negligible” because bandwidth will remain unchanged; the material provides no test results supporting that assessment.
Report: Trump asked Grok how Venezuelans would react before Maduro’s capture
Time magazine reported that Trump met privately with Musk in December 2025. A source said Trump spent hours talking to Grok during the meeting and asked how Venezuelans would respond to their president’s capture. Grok reportedly replied that many Venezuelans would likely celebrate Maduro’s downfall.
Sep 25
Musk details SpaceXAI compute plans, targeting 1.1 million GB300 chips in Colossus 2 by year-end
Musk said SpaceXAI’s Colossus 2 currently has 440,000 Nvidia GB300 chips. The company plans to bring another 220,000 online next week and 220,000 in November 2026, followed by a further 220,000 by the end of December if deployment goes smoothly. He also said SpaceXAI could reach an industry-leading position in about six months if its momentum holds.