Musk says Colossus2 Nvidia chips to double by year-end; Amazon builds $100M robot plant
创业邦 · wechat · 2026-09-26
- Compute: Musk said xAI's Colossus2 cluster now holds 110k Nvidia GB200 and 440k GB300 chips, with 220k more GB300s coming online next week and possibly two more 220k batches by December — more than doubling capacity by year-end.
- Robotics: Amazon will spend over $100M on a new robot manufacturing plant in Greenwood, Indiana (production by 2028), doubling its robot factories to four alongside the announced Austin site. Unitree founder Wang Xingxing said the biggest robotics bottleneck is millimeter-level mismatch between AI model outputs and the physical world, predicting an embodied-AI "ChatGPT moment."
- Hardware/Chips: Meta launched camera-free Ray-Ban audio glasses at $349, with Zuckerberg denying they were a response to the "creepy glasses" backlash. Qualcomm and Apple renewed their global patent license effective April 2027 as Apple pushes its in-house modem.
Related event: Musk says Colossus 2 Nvidia chip count to double by year-end(2 posts)→
More from Companies & People
- Sydney Codex Community Buildathon set for Nov 14 with Cerebras-backed ultrafast compute track — paw_lean · 2026-11-11
- Yacine shares his daily grind: up at 6:50 am, agents checked overnight, work till 3 pm — yacineMTB · 2026-11-11
- Leaked Anthropic remarks: Opus 5.5 cost over $10B, AI market is "winner take all" — A_K_Nain · 2026-11-11
- Founders quit profitable YC startup, went salary-less for 2 years to warn on AI risk — jeremiecharris · 2026-11-11
- Anthropic launches self-hosted Claude Managed Agents in private beta — Claude (Anthropic) · 2026-11-11
- Commentator pushes back on 'Claude Office threatens Microsoft' takes — marlene_zw · 2026-11-11