"Two labs will soon control most of the world’s compute"
Had a lot of fun chatting again with my twin brother @dylan522p We went through lab economics over the next few years - the shift from inference to training as ...
Anthropic 和 OpenAI 有望在几年内控制全球大部分可用 FLOPs,因其能更好变现算力并出价超过所有对手。对话还探讨了本十年末超 10 万亿美元 AI 资本支出或引发主权债务危机,以及训练规模经济与算力稀缺推动行业集中化是否可被逆转。
Anthropic 和 OpenAI 有望在几年内控制全球大部分可用 FLOPs,因其能更好变现算力并出价超过所有对手。对话还探讨了本十年末超 10 万亿美元 AI 资本支出或引发主权债务危机,以及训练规模经济与算力稀缺推动行业集中化是否可被逆转。
"Two labs will soon control most of the world’s compute"
来源:clem 🤗· x.com