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Grok usage is spiking across multiple countries, to the point where xAI servers are temporarily overloaded Growth was already strong month over month But since the start of this year, usage has accelerated even faster, hitting peak levels in several regions This surge has caused occasional response slowdowns Elon...

14,646 görüntüleme • 7 ay önce •via X (Twitter)

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AI token usage is up 10x in 7 months, compounding 40%/MONTH! There is NO BUBBLE when demand is STILL accelerating And this is just OpenRouter, it doesn't count the labs direct token usage and APIs But here's what's interesting about these numbers, the demand is coming from everywhere at once US models (OpenAI, Anthropic, Google) keep growing, while Chinese open weight models (DeepSeek, Tencent, Xiaomi, Minimax) grew even faster and now drive over 60% of usage on OpenRouter Closed source and open source both compounding at the same time. This is literally the best case scenario for AI Infra investors It means both frontier model tokens and cheaper tokens have product market fit. This means the application layer is finding ways to use both and generate ROI with both types Demand for tokens IS demand for compute. This is why SpaceX is looking to build 10GW of compute by next year, because the demand is clearly here Now combine this demand set up, with NVIDIA yesterday announcing financing platforms with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize over $500 billion of third party capital for AI infrastructure And Jensen has said publicly he expects $3 to $4 TRILLION of AI infrastructure spend by 2030 The build out will have to continue for a lot longer than the market is expecting, that is very clear to me. Don't let this consolidation period in AI infra stocks shake you out, they will have their moment again and take their next leg higher p.s. if you want to see how im investing in this, you can track my real-time portfolio and the research of all 5 Milk Road PRO analysts with live trade notifications, and it's just $1 to try it out (insane price just to check it out). Learn more here: Good luck out there!

Kyle Reidhead | Milk Road

28,320 görüntüleme • 16 gün önce

Grok is evolving into the operating system for the modern world Most AI systems are heavily filtered and built to “play it safe" and designed to avoid uncomfortable truths rather than confront them But Grok is different. It's being trusted with real responsibility in some of the most sensitive environments on the planet. Because when there's a crisis, you don't need a censored assistant. You need the truth On 𝕏, Grok tackles even the most controversial questions head-on It doesn't bend the knee to ideological narratives - it challenges them And now, Grok is being deployed where it matters most: In education: El Salvador is using it to tutor over 1 million students across 5,000+ schools. An entire generation is growing up with xAI In defense: Grok powers for 3 million military and civilian personnel. Real-time intelligence changes everything In government: every U.S. federal agency can access it through the GSA for just 42 cents per agency In health: Official U.S. government sites like use it to cut through corporate messaging and provide raw nutrition facts. When you ask a question, it redirects straight to Grok In research: Lawrence Livermore National Laboratory is applying Grok to frontier science and breakthrough work In Tesla: Grok is becoming the voice and brain of millions of electric vehicles worldwide In Optimus: It serves as the reasoning engine powering the next generation of humanoid robots In space: SpaceX acquired xAI in February 2026, and together they're building orbital data centers Grok is going off-planet The world is choosing the "Truth Shield" over the "Safe Space" Truth always wins - and Grok is the relentless pursuit of truth

X Freeze

13,489 görüntüleme • 6 ay önce

I genuinely think the Terafab is going to end up being one of the biggest moves ever made in human history to secure the future of AI... and I think most people still don’t fully see what Elon is trying to do here. The signs are clear to me. This is Tesla, xAI, and SpaceX essentially hinting to us that they are not going to wait on the world to give them the compute the team needs. They are going to build it themselves at a scale no one has ever attempted. When you really break it down, it gets a bit nutty. This is going to be a fully vertically integrated chip factory that will be producing over 1 terawatt of AI compute per year. This is NEXT LEVEL BIG. Today, AI is limited by chips. You can have the best models, the best engineers, the best everything... but if you don’t have enough compute, you will eventually hit a wall. Elon told us, the world can only supply a tiny fraction of the chips his companies will need. So this is the solution. Terafab puts everything under one roof like design, manufacturing, memory, packaging, testing, which means that they can build chips very fast.. like really fast. I'm talking about 100-200 billion custom AI chips per year at full capacity. Chips designed specifically for: • Tesla cars and Optimus robots • xAI models • Space-based compute You see, while other companies and CEOs are thinking Earth, Elon is planning for AI in space. Around ~80% of the compute is expected to go orbital, powered by solar energy bc Earth simply doesn’t have enough electricity. The U.S. grid is only about ~0.5 terawatts, while space has basically UNLIMITED energy if you can capture it. And this is the steps to get it: Starship launches → space compute → solar-powered AI → feeds back into everything to Earth. Bro... Elon and his companies are playing at a whole different level... And this is why I keep telling people that the Terafab is going to be the secret ingredient that will be the real unlock for everything: • Robotaxis at scale • Billions of Optimus robots • Massive AI models running 24/7 • Future off-world, other planet infrastructure Without these chips, none of this can happen... but with the Terafab, all of this becomes possible. That’s why Elon is calling it “the final missing piece.” I agree.

Teslaconomics

25,494 görüntüleme • 5 ay önce