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Elon Musk Says Tesla Shareholders to Vote on Investing in xAI (WSJ. 20250714)
More on Elon Musk's announcement that Tesla shareholders would vote on investing in his artificial intelligence startup, xAI. The turn inward for investment comes as xAI requires billions of dollars to power servers as it plays catch-up in the global AI race. OpenAI and other startups in the sector are rapidly burning through new funding, but revenue is lagging behind expenses, and funding sources may be limited. Musk has repeatedly mobilized other parts of his business empire to boost xAI, which earlier this year merged with X. In an X post today, the billionaire said he wasn't supportive of a merger between xAI and Tesla. Plus, Grayscale Investments plans to go public, per a confidential filing with the Securities and Exchange Commission. The crypto asset manager helped popularize Bitcoin funds. It said it hasn't yet determined the number of shares to be registered nor the price range of its offering. The move follows Bitcoin surge and increased interest in crypto companies going public, including crypto exchange, Gemini, and stablecoin issuer, Circle Internet Group. Finally, shares of semiconductor companies in Europe reacted to President Trump's announcement that the US would charge a 30% tariff on goods from the European Union starting next month. While shares of Dutch semiconductor equipment maker ASML Holding closed up 0.6%, shares of small arrival ASM International dropped 0.27%. And STMicroelectronics, which supplies Apple and Tesla, fell nearly 1.5%.
머스크는 Tesla 주주가 xAI에 대한 투자에 대해 표결할 것이라고 발표함. 글로벌 AI 경쟁사를 따라잡으려면 xAI에 수십억 달러의 투자가 필요하므로 머스크가 자신의 기업을 통해 투자하고자 함. OpenAI 등 여러 기업이 AI에 지출하고 있는 반면 매출 규모는 작음. 머스크는 최근 X와 xAI를 합병하는 등 자신의 기업을 동원하고 있음. 한편, 머스크는 Tesla와 xAI의 합병은 지지하지 않음. 한편, 디지털자산관리사 Grayscale Investments가 상장을 계획하고 있음. Grayscale Investments는 Bitcoin 펀드를 확대해옴. 아직 주식 수나 공모 가격은 결정되지 않음. 이 배경으로, Bitcoin 가격이 급등하고, 암호화폐 거래소 Gemini 및 암호화폐 발행사 Circle Internet Group가 상장했음. 한편, 트럼프가 EU에 대해 관세 30%를 부과하겠다고 발표한 후 유럽 반도체 기업 주가가 하락함(예: ASM International, STMicroelectronics)