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Note his response.

How can xAI, a new startup, be more prepared for using GPUs, then an established AI company like Tesla with vast resources?

logistics? xAI might have an empty datacenter to fill, while Tesla's Texas one is bumping over some roadblocks?

Apparently he's just asked to swap the two shipments: the earlier one scheduled for Tesla to go to xAI and the later one for xAI to go to Tesla.

Storm in a teacup