Eric Schmidt：AI 可能先撞上资金墙而非电力墙
前 Google CEO Eric Schmidt 表示，AI 的真正限制可能不是能源而是现金。他举例称按每吉瓦 500 亿美元估算，10 吉瓦即需 5000 亿美元，能向一个行业投入万亿美元资本的公司和国家极少；他提到中国有能力这样做但不确定是否在做，美国依靠资本市场可以借到这类资金，而欧洲做不到。
Ex Google CEO, Dr. Eric Schmidt: AI may hit a money wall before it hits a power wall.
Perf per watt had a good run. At 6%, a trillion in debt costs $60B a year.
"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 bn 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."
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Full video from 'Special Competitive Studies Project' YT channel ( link in comment)
来源：rohanpaul_ai · x.com