On December 3rd, according to Business Inside, IBM CEO Alvind Krishna, in an interview with a podcast called "Decoder", said that the current technology giant is in artificial intelligenceData CenterLarge capital spending on it is hardly likely to be rewarded。
HE NOTED THAT, ON THE BASIS OF CURRENT COST ESTIMATES, THE CONSTRUCTION OF A 1GW DATA CENTRE WOULD COST APPROXIMATELY $80 BILLION, WHILE THE OVERALL SCALE OF GLOBAL COMMITMENTS WAS CLOSE TO 100GW, WITH A TOTAL INVESTMENT OF ABOUT $8 TRILLION。
Krishna stressed that this meant that businesses needed about $80 billion in profits per year to cover interest costs, which was difficult to achieve in reality. He also mentioned inside the data centre AI The rapid depreciation of the chips, which usually have to be replaced after five years, further increases the cost pressure。
exist AGIKRISHNA IS HIGHLY SCEPTICAL IN TERMS OF GENERAL ARTIFICIAL INTELLIGENCE. HE BELIEVED THAT THE EXISTING LARGE MODEL EXTENSION PATH COULD NOT ACHIEVE AGI AND THAT THE PROBABILITY WAS ONLY 0-1%. HE SUGGESTED THAT THERE MIGHT BE A NEED TO COMBINE "HARD KNOWLEDGE" WITH BIG LANGUAGE MODELS IN THE FUTURE, BUT EVEN SO IT WAS JUST "MAYBE"。
This is in stark contrast to OpenAI CEO Sam Otman's optimism. Otman had previously recommended that the United States increase its energy capacity by 100 GW per year and had committed about US$ 1.4 trillion in capital expenditure。
In the industry context, Meta has frequently mentioned "capacity" and "AI infrastructure" in the financial paper, and Google has announced plans to build data centres in space. At the same time, investors Michael Burry recently criticized AI stocks for their concerns about depreciation of the British Wida chip, leading to market volatility。
Many technology leaders are also sceptical about the AGI acceleration. Salesforce CEO Mark Beniov called it "extremely suspicious", and Google Brain, founder, U Nanda, said that AGI was "over-soldled", while Mistral CEO Arthur Mensch stated it was "marketing."。
The co-founder of OpenAI, Ilya Sutzkwire, added that "the era of mass expansion is over" and that the future needs more research than just an accumulation of power。
NEVERTHELESS, KRISHNA HAS APPRECIATED THE VALUE OF THE EXISTING AI TOOL IN TERMS OF ENTERPRISE PRODUCTIVITY, WHICH PROMISES TO RELEASE TRILLIONS OF DOLLARS IN EFFICIENCY GAINS. HE STRESSED THAT AGI WOULD REQUIRE MORE TECHNOLOGICAL BREAKTHROUGHS BEYOND THE CURRENT LARGE MODEL PATH。