特斯拉CEO埃隆·马斯克最近在公开场合表示，特斯拉持有的英伟达H100芯片数量在全球范围内仅次于社交媒体巨头Meta。据知名科技信息平台X上的用户“The Technology Brother”爆料，Meta已囤积了高达35万块H100 GPU，这一数字无疑在业界引发了广泛关注。然而，马斯克对这一排名表示不满，他认为特斯拉在GPU储备上的地位被低估了。
马斯克指出，如果计算准确，特斯拉应该被排在第二位，而xAI则应位列第三。这暗示了特斯拉目前可能握有3万到35万颗H100 GPU，数量远超先前的估计。相比之下，xAI的GPU储备量估计在2.6万到3万颗之间。这些高性能的GPU对于特斯拉的自动驾驶技术研发和人工智能计算至关重要。
马斯克的言论揭示了科技巨头们在关键硬件资源上的竞争日益激烈，尤其是对于那些依赖高级计算能力进行创新的公司。特斯拉的大量GPU储备可能预示着公司在自动驾驶领域的重大技术突破，而Meta的大量囤积则可能与其在虚拟现实和人工智能领域的雄心壮志相吻合。
这一消息再次引发了公众对全球科技巨头战略储备的关注，同时也提醒人们关注这种大规模囤积行为可能对全球芯片市场和供应链产生的影响。随着科技公司对高性能计算需求的不断增长，GPU等关键硬件的竞争将更加白热化。
英语如下：
**News Title:** “Musk Reveals: Tesla Could Be the World’s Second-Largest H100 Chip Hoarder, Overtaking xAI”
**Keywords:** Elon Musk, Tesla, H100 GPU
**News Content:** Tesla’s CEO, Elon Musk, recently disclosed in a public setting that the company holds more NVIDIA H100 chips than any other entity globally, except for social media giant Meta. According to a leak on the renowned tech information platform X by user “The Technology Brother,” Meta has amassed an impressive 350,000 H100 GPUs, a figure that has attracted significant industry attention. However, Musk expressed dissatisfaction with this ranking, suggesting that Tesla’s GPU stash is underestimated.
Musk pointed out that if the numbers are accurate, Tesla should be ranked second, pushing xAI to third place. This implies that Tesla might currently hold between 30,000 and 350,000 H100 GPUs, a quantity far beyond initial estimations. In contrast, xAI’s GPU stockpile is believed to be between 26,000 and 30,000 units. These high-performance GPUs are crucial for Tesla’s autonomous driving technology development and AI computations.
Musk’s comments shed light on the intensifying competition among tech titans for key hardware resources, particularly for those relying on advanced computing capabilities for innovation. Tesla’s substantial GPU储备 might signal significant technological breakthroughs in autonomous driving, while Meta’s hoarding could align with its ambitions in virtual reality and AI sectors.
This revelation has reignited public interest in the strategic stockpiling strategies of global tech giants and underscores the potential impact of such mass accumulation on the global chip market and supply chain. As tech companies’ demand for high-performance computing grows, the competition for critical hardware like GPUs is expected to escalate further.
【来源】https://www.ithome.com/0/760/681.htm
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