马斯克又摊上事儿了

[牛大春]

明面上说要把特斯拉打造成AI领导者，暗地里要求英伟达优先给X和xAI供应芯片。

Elon Musk claims he can grow Tesla into “a leader in AI & robotics,” an ambition that he’s said will require a lot of pricey processors from Nvidia to build up its infrastructure.

On Tesla’s first-quarter earnings call in April, Musk said the electric vehicle company will increase the number of active H100s — Nvidia’s flagship artificial intelligence chip — from 35,000 to 85,000 by the end of this year. He also wrote in a post on X a few days later that Tesla would spend $10 billion this year “in combined training and inference AI.”

But emails written by Nvidia senior staff and widely shared inside the company suggest that Musk presented an exaggerated picture of Tesla’s procurement to shareholders. Correspondence from Nvidia staffers also indicates that Musk diverted a sizable shipment of AI processors that had been reserved for Tesla to his social media company X, formerly known as Twitter.

https://www.cnbc.com/2024/06/04/elon-mu ... x-xai.html

[牛大春]

下周的股东大会前，估计斗争会很激烈。

New York
CNN
—
Elon Musk and the Tesla board are facing a shareholder suit over his sale of $7.5 billion worth of Tesla shares in late 2022, ahead of a January 2023 sales report that sent the price of the stock plunging.

Musk sold a total of 41.5 million shares of Tesla stock between November 4 and December 12, according to company filings, as he liquidated some of his holdings to free up cash for his recently completed purchase of Twitter.

The sales came not long after a October 19, 2022 earning call in which he told investors “I can’t emphasize enough, we have excellent demand for Q4.”

But when Tesla reported fourth-quarter sales, they were far weaker than forecast, and that sent stocks down 12%, the worst day of trading for the stock in more than two years.

“Musk profited from his misconduct and his exploitation of material and adverse inside information,” alleged the suit, filed by shareholder Michael Perry. The suit requests that Musk return the profits on the stock sale to the company, as well as attorney fees and other costs to Perry for bringing the suit.

Musk likely knew the weaker sales report was coming at the time of the sale, the suit charges. Tesla reduced its prices in China by as much as 9% on October 24, 2022, starting a string of price cuts that has driven down prices of electric vehicles by Tesla and other automakers in the face of weaker-than-forecast sales.

And in April of last year, Musk bragged about the up-to-the-minute sales data that Tesla has, compared to automakers that sell their vehicles to a network of independent dealerships rather than directly to customers.

“I’m not sure there’s any company on earth that has better real-time data than Tesla, except maybe SpaceX Starlink,” he told investors at that time, referring to one of his other companies.

[牛河梁]

还有一种可能。Tesla用换股并购xAI。