前谷歌CEO施密特:AI可能先遇到资金墙而非能源墙
Ex Google CEO, Dr. Eric Schmidt: AI may hit a money wall before it hits a power…
Ex Google CEO, Dr. Eric Schmidt: AI may hit a money wall before it hits a power wall.
"The real limit to AI is not energy; it is actually cash. When you add up the cost of these things, if you take round numbers, say $50 billion per gigawatt, then 10 gigawatts is half a trillion dollars.
How many companies, countries, and so forth can hand an industry a trillion dollars of capital? Very, very few. The Chinese could certainly do it. I do not know if they are doing it, but I am going to try to find out.
In America, there are people who hope that is going to happen. It is interesting that you can finance these things because the brilliance of the American capital market allows us to borrow that kind of money. For example, the Europeans cannot do this, which they are sort of sore about."
Full video from 'Special Competitive Studies Project' YT channel ( link in comment)
更进一步:量化金融体系
看懂新闻只是起点——沿量化金融路径,把它变成能交付的工程能力