AI 服务的增长势头令人震惊；我们预计未来这一势头将更加迅猛。
随着 AI 变得越来越智能，获取 AI 将成为经济的基础驱动力，甚至最终可能被视为一项基本人权。几乎每个人都希望有更多 AI 为自己工作。
为了能够满足世界的需求——既需要推理算力来运行这些模型，也需要训练算力来让它们不断变得更好——我们正在奠定基础，以便能够大幅扩展我们建设 AI 基础设施的雄心。
如果 AI 保持我们预期的发展轨迹，那么将有可能实现令人惊叹的事情。也许借助 10 吉瓦的算力，AI 能够找到治愈癌症的方法。或者借助 10 吉瓦的算力，AI 能够为地球上的每一位学生提供定制化辅导。如果我们受限于算力，就不得不选择优先做哪一件事；没有人愿意做这种选择，所以让我们去建设吧。
我们的愿景很简单：我们想要创建一个能够每周生产 1 吉瓦新 AI 基础设施的工厂。实现这一目标将极其困难；我们需要数年时间才能达到这一里程碑，并且需要在从芯片到电力、从建筑到机器人的整个技术栈的每个层面进行创新。但我们一直在为此努力，并相信这是可行的。在我们看来，这将是史上最酷、最重要的基础设施项目。我们尤其期待在美国大量建设这类设施；目前，其他国家在芯片制造厂和新能源生产方面的建设速度远超我们，我们希望帮助扭转这一趋势。
在接下来的几个月里，我们将讨论一些计划以及我们正在合作的伙伴，以将这一切变为现实。今年晚些时候，我们将讨论如何为它融资；鉴于增加算力正是增加收入的关键，我们有一些有趣的新想法。
Growth in the use of AI services has been astonishing; we expect it to be even more astonishing going forward.
As AI gets smarter, access to AI will be a fundamental driver of the economy, and maybe eventually something we consider a fundamental human right. Almost everyone will want more AI working on their behalf.
To be able to deliver what the world needs—for inference compute to run these models, and for training compute to keep making them better and better—we are putting the groundwork in place to be able to significantly expand our ambitions for building out AI infrastructure.
If AI stays on the trajectory that we think it will, then amazing things will be possible. Maybe with 10 gigawatts of compute, AI can figure out how to cure cancer. Or with 10 gigawatts of compute, AI can figure out how to provide customized tutoring to every student on earth. If we are limited by compute, we’ll have to choose which one to prioritize; no one wants to make that choice, so let’s go build.
Our vision is simple: we want to create a factory that can produce a gigawatt of new AI infrastructure every week. The execution of this will be extremely difficult; it will take us years to get to this milestone and it will require innovation at every level of the stack, from chips to power to building to robotics. But we have been hard at work on this and believe it is possible. In our opinion, it will be the coolest and most important infrastructure project ever. We are particularly excited to build a lot of this in the US; right now, other countries are building things like chips fabs and new energy production much faster than we are, and we want to help turn that tide.
Over the next couple of months, we’ll be talking about some of our plans and the partners we are working with to make this a reality. Later this year, we’ll talk about how we are financing it; given how increasing compute is the literal key to increasing revenue, we have some interesting new ideas.