The editor of Downcodes learned that xAI plans to build a supercomputer with 100,000 NVIDIA H100 GPUs, which is expected to be delivered and put into training at the end of this month. This move means that xAI will no longer expand cooperation with Oracle and rent more Nvidia chips, but will choose to build its own AI infrastructure. Musk emphasized that speed is the core competitiveness of xAI, and only by having powerful computing power under independent control can it maintain its leading position in the AI field. This supercomputer will become the most powerful training cluster in the world, and its lead is huge.
Musk announced on July 9 that his artificial intelligence company xAI is building a supercomputer with 100,000 NVIDIA H100 GPUs, which is expected to be delivered and start training by the end of this month. This move marks the end of xAI’s negotiations with Oracle to expand its existing agreement and lease more Nvidia chips.
Musk emphasized that this will become the most powerful training cluster in the world, with a huge lead. He said that xAI’s core competitiveness lies in speed, which is the only way to narrow the gap.
Prior to this, xAI had rented the computing power of 24,000 H100 chips from Oracle for training Grok2. Musk revealed that Grok2 is currently in the final polishing stage and is expected to be released as soon as next month.
Despite ending the expanded partnership, Musk still praised Oracle as a great company. He emphasized that when the fate of a company depends on speed, we must take the wheel ourselves and not just sit in the back seat and talk.
It is worth noting that there were reports in May this year that xAI and Oracle were close to reaching an expanded cooperation agreement worth approximately US$10 billion. However, this announcement seems to indicate that xAI is moving towards a strategy of building its own AI infrastructure.
This decision reflects the fierce competition in the AI field and the key role of top computing resources in this competition. With the deployment of xAI's new supercomputer, the industry will pay close attention to its effect on improving the performance of AI models.
This bold move by xAI shows its determination to compete for opportunities in the AI field, and also indicates that AI computing resources will be more concentrated in the future. Independent control of computing resources will undoubtedly become the new focus of competition among AI giants. We will continue to pay attention to the subsequent progress of xAI and its supercomputer.