OpenAI在2023年开启了AI算力建设浪潮。但如今它仅占全球算力的约10%,顶尖实验室的总和可能也不到一半。 在本周的通讯中,@justjoshinyou13 探讨了这一份额可能如何变化,以及何时会触及天花板。 🧵
OpenAI kicked off the AI compute buildout in 2023. But today it uses ~10% of the world's compute, and the top labs together are probably under half.
In this week's newsletter, @justjoshinyou13 discusses how much that share may change, and when it could hit a ceiling.
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