Noam Brown@polynoamial · XAI 摘要
针对"AI资本支出占比过高"的质疑，认为考虑到技术特性和进步速度，这种规模其实相当合理。AI开支可能创铁路以来技术投资占比新高，形成"芯片为枪、数据库为坦克"的迷你战时经济。
Considering the technology and the pace of progress， I think this is quite sane.
This is insane. AI capex might account for a larger share of GDP than basically any technology since the railroad. Basically it's a mini-wartime economy, but th...