컴퓨트·클라우드 · 리포트
Elon Musk announced that xAI's Colossus 2 could more than double Nvidia chip count by year-end, signaling major capacity expansion.
Significant GPU procurement surge from xAI will absorb Nvidia inventory and demonstrate competitive momentum against OpenAI and Anthropic in compute infrastructure.
업계 전문지Slicast · 2026년 9월 25일 13:41 UTC · 미국 · 출처: Invezz
중요도 92