Grok Bot 用量暴涨与算力护城河讨论

Herbert Ong @herbertong原推发布于 2026.10.20

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The real AI moat might be a pairing: Cursor's agent know-how plus SpaceX AI's compute. Jensen Huang says Grok Bot usage is "really skyrocketing," and Elon says the Star Mind computer SpaceX is co-engineering with Nvidia will hit volume production next year. @thejefflutz argues few rivals have both pieces. Some have the agents, some have the compute, and most have only parts of either. For Nvidia, that build-out is a dependable buyer, while some neoclouds are wrestling with debt. $SPCX $NVDA