Elon Musk stirs up the big model storm again! xAI plans to release Grok-4 on Wednesday, with Tesla FSD and Optimus welcoming the "AI super engine"?

According to the Zhitong Finance APP, Elon Musk, the CEO of the autonomous driving and electric vehicle leader Tesla (TSLA.US), stated that his artificial intelligence startup xAI plans to release its latest version of the AI large model, Grok-4, on July 9 (Wednesday) Pacific Time. For Tesla's highly praised Full Self-Driving (FSD) system and the "Optimus" humanoid robot, a "super upgrade" based on reasoning-type AI large models is expected.

"The Grok4 launch event will be live-streamed on Wednesday at 8 PM (Pacific Time) on the @xAI social media platform," Musk posted on his social media company X on Monday. In February, the release of the Grok-3 AI large model sparked a "large model reasoning storm"—Grok-3 demonstrated extremely powerful reasoning abilities, logical adaptability, understanding of extremely complex physical knowledge, and spatial simulation capabilities, defeating all competing large models, including Gemini and Claude, in mathematics, science, and programming benchmark tests.

According to insiders, xAI plans to launch Grok 4 and Grok 4 Code. The flagship large model Grok 4 is expected to outperform OpenAI and Google's latest AI large models in language, mathematics, and reasoning; Grok 4 Code is positioned as a personal coding assistant for top developers worldwide and can even be embedded into users' customized code editors.

These upcoming large models from Grok will compete fiercely with the latest flagship large models from OpenAI's GPT series and Google's recently launched Gemini 2.5 Pro.

Engineers in the AI field believe that the Grok series AI large models launched by xAI, founded and led by Musk, may be deeply integrated with the Tesla AI supercomputing system led by Musk in the future.

Looking ahead at AI application trends, with the new paradigm of "ultra-low-cost AI training/reasoning" led by DeepSeek significantly streamlining the full range of AI workloads from training to deployment—AI training costs have drastically decreased, and token costs at the reasoning end have plummeted—killer generative AI applications covering both B-end and C-end industries are likely to experience explosive growth, which is why global funds have recently flowed into software stocks.

Benefiting from the accelerated expansion trend in market demand for AI application software, enterprise-level AI application software providers C3.ai (AI.US), AI advertising service provider APPlovin (APP.US), and "AI + data analysis" leader Palantir (PLTR.US) have recently announced strong performance data and future performance outlooks. This indicates that not only is the demand for AI computing infrastructure, represented by NVIDIA's AI GPUs, extremely strong, but the demand for AI application software, especially enterprise-level AI application software that can significantly enhance operational efficiency, is also robust and accelerating its penetration into various industries Tesla's FSD, built on an AI supercomputing system, has integrated the Grok supermodel, which is equivalent to "the human brain experiencing a leap in intelligence level." This serves as an incredibly powerful catalyst for the Optimus humanoid robot, which requires rapid reasoning capabilities based on visual scenes in a very short time.

From the Grok-3 model, which was launched in February and dubbed the "Scary Smart" system by Musk himself, the comprehensive performance of this model mainly focuses on strong natural language understanding, the most powerful reasoning capabilities in the current model field, spatial simulation abilities, and the capability for comprehensive dynamic simulation and modeling based on the physical world.

Tesla's AI supercomputing system and the visual-behavior model of the Optimus humanoid robot possess extremely high computing power and low latency capabilities in real-time data processing, rapid response and decision-making, sensor fusion, and autonomous driving scenarios. If the AI supercomputing system/visual-behavior model is deeply integrated with Grok, it could theoretically achieve an end-to-end ultra-intelligent driving system for information processing, from semantic understanding, dynamic vision, physical simulation to highly efficient real-time decision-making.

The artificial intelligence super reasoning system after integrating Grok will have the capability to efficiently handle multiple tasks simultaneously, such as achieving rapid path planning, obstacle detection, and in-car voice interaction in autonomous driving. The Grok model, combined with Tesla's supercomputing system's low latency and parallel processing advantages, will create an autonomous driving system capable of instant understanding, analyzing, and executing extremely complex scene tasks. For the Optimus humanoid robot, it can simultaneously conduct high-efficiency environmental perception while making rapid decisions, engaging in voice interaction, and performing extreme human-like physical operations, enhancing the robot's autonomous thinking characteristics and demonstrating excellent collaborative operation capabilities in multiple scenarios.

As of Monday's U.S. stock market close, on the first trading day after CEO Musk announced the formation of a new political party in the U.S., the stock price of this leader in autonomous driving and electric vehicles fell nearly 7%, resulting in a market value loss of over $68 billion. Musk's announcement over the weekend to establish a new political party is in stark contrast to his previous commitment to devote more time to Tesla, and it has significantly heightened investors' concerns about its core automotive business amid ongoing tensions with the Trump administration