What xAI is up to now

New 09-25: COLOSSUS 2 DOUBLING. Musk said early on 09-25 that SpaceXAI's Colossus 2 in Memphis will add 220,000 Nvidia GB300s next week and another 220,000 in November, on top of 110,000 GB200s and 440,000 GB300s running now, and 'if we get lucky' another 220,000 by late December (his own post). Musk attended the Trump-Xi state dinner. New 09-24 afternoon: MUSK'S TIMELINE. Elon Musk said SpaceXAI could reach 'Fable/GPT-6 level' in two to three months and 'pole position' in about six (a forecast, not a release; secondary source). New 09-21: GROK 4.7 SHIPPED. xAI (now branding itself SpaceXAI) published "Introducing Grok 4.7" on 09-21 and added the grok-4.7 API identifier to its public model list, two days after the third missed date on this chain. It is pitched as its most capable model for coding and knowledge work, priced unchanged from Grok 4.6 ($2/$6 per million input/output tokens), available in Cursor, Grok Build and the API, with a new safeguard stack xAI calls its strongest on refusals and jailbreaks. On xAI's own benchmark table it trails GPT-5.6 Sol and Fable 5.1 on several coding scores and leads on electrical-engineering and legal-agent tasks. The ledger entry `grok-4-7-ship` resolved as a hit. Next on the chain is Grok 4.8, still without a date. Superseded 09-20: GROK 4.7 IS A MISSED PROMISE, WITH NO NEW DATE. The 09-19 date Musk gave passed without a release — the third date missed on this chain (07-24 "in four weeks", 08-12 "3 to 4 weeks", 09-02 a firm 09-12, 09-11 "a few more days to cook"). Verified against xAI's own surfaces rather than coverage: x.ai's announcement index carries no grok-4-7 slug and docs.x.ai's model list carries no grok-4.7 identifier. The ledger entry `grok-4-7-ship` is now passed-silent. xAI's public attention has moved to Grok 4.8, a ~2.5T-parameter model on a new C++ stack that Musk has described with no ship date at all. New 09-17/19: SHIPPED AGENT PRODUCTS, NOT THE MODEL. xAI closed its three-day Grok Bot Galaxy event (09-17) by shipping a Voice Agent API ($0.08/minute), a no-code Voice Agent Builder and an Agent Tools API, plus a procurement-agent demo claiming $100,000+ in negotiated savings. Grok 4.7 itself was still unshipped on Musk's own 09-19 date, with xAI's model docs topping out at grok-4.6. New 09-16/17: DROPPED APPLE FROM THE CHATGPT-ANTITRUST SUIT, THEN GOT ORDERED TO EXPLAIN WHY. X Corp/xAI abruptly dropped Apple as a defendant from its ChatGPT-default-placement antitrust suit without public explanation; a federal judge responded by ordering X Corp/xAI to privately disclose a secret Apple settlement by noon 09-17. No thread on this map currently owns the litigation itself — flagged as a thread candidate in the 09-17 front digest. Read against the still-open OpenAI-suit half of the same case, this narrows rather than resolves the underlying fight over iPhone AI-assistant defaults. Prior, dated 09-02: a firm ship date, and a large institutional footprint added without a public safety review. Musk posted that Grok 4.7 ships in "10 days" — September 12 — at 2.1 TRILLION parameters, up from Grok 4.6's 1.5T (~40%), trained partly on SpaceX's own engineering corpus, "better than 4.6 in every way except slightly slower to serve." This is the FIRST specific calendar day ever attached to the model; the ledger entry moves from a rolling month-precision window to 09-12 day-precision, recorded as a tightening rather than a slip because the date moved earlier and got more specific. x.com cannot be fetched from here; three independent outlets carry the same post text. Separately, dated 08-31: the Pentagon added "Grok for Government" (via Starshield AI) to GenAI.mil alongside a new ChatGPT Mil, at Impact Level 5 for Controlled Unclassified Information, reaching roughly 3 million DoD personnel under xAI's existing $200M contract. This lands months after The Information's June 2026 reporting that xAI's own engineers found no reliable technical fix separating adult-content generation from CSAM generation — the finding the companion-harm thread treats as the root of both its clinical-harm and CSAM strands. The Pentagon has not publicly stated what CSAM risk review, if any, preceded the IL5 authorization. New 08-30 (this entry was two weeks stale at 08-16 and is rebuilt rather than appended to): xAI and its SpaceX parent are now the pivot of the AI capital structure and the defendant of record in the companion-harm litigation, on the same weekend. CORPORATE: SpaceX closed a $60bn acquisition of Anysphere, Cursor's parent, on 08-14; on 08-28 OpenAI responded by ending Cursor's model access effective 11-12, citing an inability to trust SpaceX with its terms of service and naming the Twitter/X dispute history. Musk called OpenAI's leadership "untrustworthy" on an all-hands. Anthropic moved into the gap the same day -- while renting compute from SpaceX under its own $45bn deal. Separately SpaceX committed $100bn to "Starbase, Louisiana" with the state's governor (125,000 acres, Vermilion Parish, five launch complexes, construction from 2027); SPCX rose ~2%, not a repeat of the 08-06 squeeze. LITIGATION: a new federal suit in the Western District of Arkansas (~08-27/28) alleges Grok was TRAINED on real child sexual abuse material, not merely prompted into generating it -- a materially different theory from every prior suit here, and an allegation, not a finding. On 08-21 xAI itself became a plaintiff for the first time, suing an Arkansas man over alleged Grok misuse. The Minnesota preliminary-injunction ruling remains pending since the 08-19 hearing. PRODUCT: Grok 4.7 is still unshipped and has slipped again to "early September" against Musk's 08-13 "a few weeks." UNCONFIRMED and deliberately not filed: a Wyoming plaintiff alleging ~7,000 Grok-generated deepfakes from a childhood photo -- the filing date, and whether it is a new suit or an amendment, could not be established. Week of 2026-08-10: The busiest actor in this half of the board this week. Product shipped for real (Grok 4.6 on 08-12, reversing the prior "missed its own deadline" read; Grok Bot beta on 08-11; Grok 4.7 teased 08-13 for a ~08-21 target), and the corporate merge into SpaceXAI closed with SpaceX's $60B all-stock Cursor acquisition (08-14). New 08-15: Nvidia's own SEC 13F filing put a hard number on what Nvidia's original ~$10B xAI investment is worth now that it converted into SpaceX equity when xAI merged into SpaceX in February — a $21B disclosed SpaceX stake, second only to Nvidia's $30B Intel position, filed alongside a full Nvidia exit from Arm. Litigation unchanged: the Minnesota "nudify"-ban injunction hearing stays set for 08-19, DOJ's Southaven Clean Air Act intervention stands as recorded. New 08-11→08-14: the standing picture flips on two fronts at once. Grok 4.6 actually shipped 08-12 — reversing the 08-07/08-08 read that it missed its own "two weeks" target — built for long-running agent tasks (reviewing its own work mid-task), available via API, Cursor, and xAI's own "Grok Build" tool; Musk teased Grok 4.7 the very next day (08-13), claiming a 2.1T-parameter model trained in part on SpaceX's own engineering data, with xAI's internal tracker pointing to ~08-21. xAI also launched "Grok Bot" in beta (08-11), an always-on AI agent with its own cloud compute, tiered from SuperGrok Heavy ($300/mo) down through Cursor Ultra ($200/mo). The corporate merge this board has tracked since 07-06 completed: SpaceX closed its $60B all-stock acquisition of Cursor (Anysphere) on 08-14, issuing ~391M SpaceX Class A shares, with Cursor now a wholly owned subsidiary under the rebranded "SpaceXAI" division and its team gaining access to Colossus. Litigation is unchanged and still pending: Minnesota's preliminary- injunction hearing on the "nudify" ban (Judge Frank, No. 0:26-cv-03425) remains set for 08-19, and DOJ's 08-08 intervention in the NAACP's Clean Air Act suit over the unpermitted Southaven turbines stands as recorded. One footnote on the talent exodus: departed co-founder Igor Babuschkin's two-month-old startup River AI (personally-trainable AI agents via RL/LoRA fine-tuning, not a frontier-model competitor) raised $1.1B led by General Catalyst with Nvidia and AMD Ventures participating (08-11) — a data point on where xAI's original team is landing, not a new xAI- entity fact.

as of 2026-09-25