文｜半导体产业纵横

xaixuanbuwanchengle60yimeiyuandeclunrongzi，yingweidaheamddoucanyulebenluntouzi，guzhimubiaodadao500yimeiyuan。

masikechuanglideshengchengshirengongzhinenggongsixaixuanbuwanchengle60yimeiyuandeclunrongzi。benlunrongzixiyinlezhongduozhimingtouzijigouhekejijutoudecanyu，baokuo a16z、beilaide、fudaguanliyuyanjiugongsi、wangguokonggu、guangsuchuangtou、mgx、mogenshidanli、oia、kataertouziju、hongshanziben、valor equity partnersyijivy capitaldeng。

zhidezhuyideshi，yingweidaheamddoucanyulebenluntouzi，yejiushishuohuangrenxun、suzifengdoutoulemasike。

一年完成三轮融资，估值目标500亿美元

jiezhimuqian，masikedexaigongsizonggongwanchenglesanlunrongzi。

• 2023年12月，xAI完成了1.35亿美元的A轮融资，具体的投资方并未透露。
• 2024年5月，xAI完成了60亿美元的B轮融资，主要投资方包括Valor Equity Partners、Vy Capital、a16z、Sequoia Capital、富达、Prince Alwaleed Bin Talal和Kingdom Holding等。
• 2024年12月，xAI完成了60亿美元的C轮融资。

clunrongziwanchengzhihou，xaidezongrongziedadaole120yimeiyuan，gongsideguzhimubiaoyeyincifanbei，dadaole500yimeiyuan。zheiyiguzhimubiaoxiangjiaoyuliugeyueqiande180yimeiyuanyoulexianzhudezengzhang。cicirongzijiangyongyuhechuni？xaiguanwangcheng，cicirongzijiangyongyujinyibujiasutamendejichusheshi，tuichujiangbeishushiyirenshiyongdetupoxingchanpin，bingjiasuweilaijishudeyanfa，yishixiangongsilejieyuzhouzhenshibenzhideshiming。

2023nian7yue，masikechenglilexai，tongnian11yuetuichuliaotianjiqirengrok 1.0。grok 1.0shiyouxaicongtoukaishixunliande3140yicanshuzhuanjiahunhemoxing，qicanshuyuanchaoopenai gpt-3.5de1750yi，shillama 2de4bei。grok 1.0caiyongleduozhongshenjingwangluojiegou，bingrongruleyuxunlian、qianyixuexidengjishushouduan，nenggoushixiantuxiangshibie、yuyinchulidengjichugongneng，zaijiejuefuzawentishiyebiaoxianchujiaogaodelinghuoxinghekekuozhanxing。

2024nian，xaifabulegrok 2damoxing，zaiyanjiushengshuipingdekexuezhishi、changshiheshuxuejingsaiwentidenglingyu，xingnengkeyuqitaqianyanmoxingpimei，zaishijueshuxuetuilihejiyuwendangdewentijiedazhongjundadaoleyiliushuiping。grok-2.0zaituxiangshengchenggongnengfangmianshitongguojichengyoublack forest labkaifadeflux.1moxinglaishixiande，tongshiduixunlianshujujinxingleyouhua，jianshaoleshujuzhongdie，bingduishujujinxinglegengduodezhengli。ciwai，grok-2.0hailiyongjiansuoneirongjinxingtuili，yijigongjushiyongfangmiandedaoledafutisheng，nenggouzhengqueshibiequeshixinxi、tuilishijiandeshunxu，shenzhitichuwuguandetiezi。

zuoweixaidezhuyaochanpin，muqianxaizhengzaixunliangrok3.0。jumasikejieshao，grok 3.0jiangliyongquanqiuzuidadeaixunlianjiqunjinxingxunlian，zheigejiqundeyunsuannenglijingren，nenggoumeimiaojinxing2.5baiyiyicidefudianyunsuan（2.5 exaflops），zheibimuqianzuikuaidechaojijisuanjifrontierhaiyaokuaiyibeiduo。

suiranmuqianxaimeiyougongbugrokdeshiyongrenshu，dancengtoulugrokdenianhuashouruyijingdadaole1yimeiyuan。

为什么黄仁勋、苏姿丰要投马斯克？

zaixai clunrongzizhong，womenkandaolehuangrenxunhesuzifengdeshenying，weishenmetamenyaotouzimasikedexaini？

zaihuangrenxundejiaodulaikan，xaiyuyingweidashijinmidehezuoguanxihehuhuideshangyeguanxi。

2024nian10yue28ri，xaiyuyingweidalianshoujinyong19tianshijianbianchenggonggoujianlequanqiuzuidadeaichaojijisuanjijiqun——colossus，gaijiqunpeibeilegaoda10wankeyingweidahopperxiliegpu。chuleyingjian，colossushaiyingyongleyingweidazhuanweichaodaguimoaigongchangshejidespectrum-xyitaiwangwangluopingtai。zhenggexitongcaiyongsancengwangluojiagou，jidadixiaochuleliuliangchongtusuodaozhideyingyongyanchiheshujubaodiushi，tongguospectrum-xdexianjinyongsaikongzhijishu，colossusdexitongshujutuntuliangshizhongbaochizai95%，erciqianchuantongyitaiwangzaijidaliuliangxiazhinengtigong60%deshujutuntuliang。

zaishangyehezuofangmian，masikejujiaorengongzhineng、qingjienengyuanhekongjianjishudetouzilinian，yuhuangrenxunsuochangdaodegpujisuanheaixingyedejueqibumouerhe。muqiancolossusshiyou10wankuaih100 gpuzucheng，meikuaigpudejiagezai3wanmeiyuanzuoyou，erweilaicolossusjianghuishengjidao20wankuaigpu，gpuleixingyejiangcongh100shengjidaoh200，h200meikuaidejiageyuewei4wanmeiyuan。yejiushuo，guangshicolossusyigexiangmu，yingweidajiukeyicongzhonghuodejuelirun。

genjujishuzixungongsiomdiafabude2024nianyingweidagpugoumaiqingkuangtubiao，xaiweilieyingweidaquanqiugpumaijiadediwuwei，2024niangoumaileyue20wankuaixinpian。

eramddetouzijiangweixaitigongqiangdadeyingjianzhichi，cushiqiaixitongdeyunxingxiaolvdafutisheng。masikebiaoshixaixuyaodaliangdesuanli，2024niantesilazaiyingweidayingjianshangdehuafeichaoguo5yimeiyuan。jinnianlai，amdzaixinpianlingyuqudelebusudechengji，chanpinxingnenghejiagedoujuyoujingzhengli，ciqianmasikebiaoshijihuajiangcongamdgoumaixinpian，danbingweitoulujutishue。