Part 7/10:
Interestingly, Elon Musk’s AI ambitions, particularly through XAI and the Colossus project, could be indirectly impacted. Musk has expressed frustration over Nvidia's investment, perhaps viewing it as a challenge to his own AI roadmap.
Jensen Huang’s aggressive expansion may be seen as a competitive counter—driving up the stakes and possibly prompting Musk to accelerate his developments with Tesla’s Dojo and AI6 architectures. A more balanced AI ecosystem might emerge, prompting Musk to push harder on Tesla’s AI training infrastructure.