Is Elon Musk really preparing to overthrow NVIDIA or is this the AI village's boldest statement when one person dares to challenge a trillion-dollar empire?
Elon Musk continues to make waves in the global technology world when he announced that his team is developing a new generation of AI chips with 2 to 3 times higher performance than NVIDIA's current solutions. Not only that, many sources also believe that production and deployment costs could be significantly lower than the AI GPUs that dominate the market.
This statement appears in the context of the increasingly fierce AI race. Companies like OpenAI, Google, Meta, Amazon and Microsoft are spending tens of billions of dollars each year to build super data centers for artificial intelligence.
Why Elon Musk Wants To Make His Own AI Chip
For many years, NVIDIA has had a near monopoly on the high-end AI chip market.
The world's largest AI training systems today are based on NVIDIA H100, H200 and Blackwell GPUs.
However, investment costs are becoming a huge problem.
Category Reference price
NVIDIA H100 About 700,000,000 VND to 1,000,000,000 VND
NVIDIA H200 About 1,000,000,000 VND to 1,500,000,000 VND
NVIDIA Blackwell B200 Can exceed 2,000,000,000 VND
AI cluster with tens of thousands of GPUs Tens of trillions of VND
Therefore, if Elon Musk's xAI can create a monkeyip is more powerful but significantly cheaper, which will be a huge shock to the entire AI industry.
The Race Isn't Just About NVIDIA
In recent years, a series of technology corporations have tried to reduce their dependence on NVIDIA.
Own AI Chip Company
Google TPU
Amazon Trainium
Microsoft Maia
MetaMTIA
Tesla Dojo
xAI New generation of AI chips in development
That shows that even the world's largest corporations do not want to depend entirely on NVIDIA.
What Does Elon Musk Have In His Hands?
Currently, Elon Musk owns a very strong AI ecosystem.
✅ xAI develops the Grok model
✅ Tesla owns the Dojo supercomputer
✅ Social network X provides a huge amount of data
✅ Hundreds of thousands of NVIDIA GPUs in operation
✅ Team of chip engineers who have worked at Tesla and leading semiconductor companies
Thanks to that, Musk has a special advantage when developing both AI software and AI hardware.
Compare Scale
NVIDIA xAI Index
Market value Trillions of USD Unlisted
Commercial AI GPU Leading the Developing World
Global AI Ecosystem Growing Fast
OpenAI, Microsoft, Meta, Amazon Customers Mainly internal
Although NVIDIA is still dominant, many experts believe that major AI companies will eventually develop their own chips to reduce costs.
What Could Happen
If Elon Musk really creates an AI chip that is 2 to 3 times more powerful than NVIDIA at a much lower cost, the AI market could enter a completely new phase of competition.
The price of AI training has dropped sharply
Many AI startups have the opportunity to enter the market
Chi reduced costs of operating chatbots and language models
NVIDIA faces its greatest competitive pressure in years
However, from declaration to commercial product is a very long distance. NVIDIA is still a company that possesses outstanding advantages in hardware, CUDA software, customer network and global supply chain.
So the biggest question right now is not whether Elon Musk dares to challenge NVIDIA, but whether he can turn ambitious statements into actual products capable of changing the global AI game.
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