{"id":46686,"date":"2025-12-01T11:30:54","date_gmt":"2025-12-01T03:30:54","guid":{"rendered":"https:\/\/www.1ai.net\/?p=46686"},"modified":"2025-12-01T11:30:54","modified_gmt":"2025-12-01T03:30:54","slug":"%e5%90%b4%e6%81%a9%e8%be%be%ef%bc%9aai-%e6%9c%89%e6%b2%a1%e6%9c%89%e6%b3%a1%e6%b2%ab%ef%bc%8c%e8%a6%81%e7%9c%8b%e5%a4%a7%e5%ae%b6%e6%80%8e%e4%b9%88%e7%94%a8","status":"publish","type":"post","link":"https:\/\/www.1ai.net\/en\/46686.html","title":{"rendered":"U N:AI, DO YOU HAVE ANY BUBBLES"},"content":{"rendered":"<p>1 December: Associate Professor, Department of Computer Science, Stanford University, recently<a href=\"https:\/\/www.1ai.net\/en\/tag\/%e5%90%b4%e6%81%a9%e8%be%be\" title=\"[Sees articles with [Unda] label]\" target=\"_blank\" >Andrew Ng<\/a>On the personal social media account, he published his opinion on <a href=\"https:\/\/www.1ai.net\/en\/tag\/ai\" title=\"[View articles tagged with [AI]]\" target=\"_blank\" >AI<\/a> The idea of foam as a hot topic\u3002<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-46687\" title=\"bb70000fej00t6kn1o0125d000ugwm\" src=\"https:\/\/www.1ai.net\/wp-content\/uploads\/2025\/12\/bb7000fej00t6kn1o0125d000u000gwm.jpg\" alt=\"bb70000fej00t6kn1o0125d000ugwm\" width=\"1080\" height=\"608\" \/><\/p>\n<p>Now, with OpenAI\u2019s 1.4 trillion-dollar capital plan and the short-lived 5 trillion-dollar mark on Britain\u2019s market value, more and more voices are beginning to wonder whether speculation and speculation have pushed AI\u2019s investment to unsustainable levels<\/p>\n<p>IN RESPONSE, U NDA GAVE HER OPINION THAT AI IS NOT A PIECE OF IRON, BUT THAT THE LEVEL OF FOAM VARIES FROM ONE FIELD TO ANOTHER. IT SETS OUT THE FOLLOWING POINTS:<\/p>\n<p>AI APPLICATION LAYER: UNDERINVESTMENT. ITS POTENTIAL IS FAR GREATER THAN MOST PEOPLE KNOW. U NDA PREDICTS THAT MANY NEW AI-BASED APPLICATIONS WILL NOT BE COMPLETED IN THE NEXT DECADE. \"IT IS ALMOST POSSIBLE TO ASSERT THAT AI-BASED INFRASTRUCTURE\/TECHNOLOGY-BASED APPLICATIONS (E.G. LLM API) MUST BE MORE VALUABLE THAN INFRASTRUCTURE. I'M SORRY<\/p>\n<p>AI Logic Infrastructure: Substantial investment is still needed. U Nda stated that, at this stage, despite the current low penetration rate of AI, infrastructure providers have difficulty meeting the need for processing capacity to generate token\u3002<\/p>\n<p>AI MODEL TRAINING INFRASTRUCTURE: PRUDENTIAL OPTIMISM, BUT FOAMS MAY EXIST. U N\u2019DALTAN SAID THAT IF PART OF THE AI TECHNOLOGY WAREHOUSE (PERHAPS IN THE TRAINING INFRASTRUCTURE) COLLAPSES AS A RESULT OF OVERINVESTMENT, IT COULD LEAD TO A BROADER NEGATIVE MARKET SENTIMENT TOWARDS AI AND AN IRRATIONAL OUTFLOW OF RATIONAL INTEREST IN INVESTING AI, DESPITE THE STRONG FUNDAMENTALS OF THE FIELD AS A WHOLE\u3002<\/p>","protected":false},"excerpt":{"rendered":"<p>On 1 December, according to the news, recently U Nda, Associate Professor at the Department of Computer Science at Stanford University, gave his opinion on the popular subject of the AI bubble at the personal social media account. Now, with OpenAI\u2019s 1.4 trillion-dollar capital plan and the short-lived 5 trillion-dollar mark on Britain\u2019s market value, more and more voices are beginning to wonder whether speculation and speculation have pushed AI\u2019s investment to unsustainable levels. In response, U Nda gave her opinion that AI is not a piece of iron, but that the level of foam varies from one field to another. It sets out the following: Its potential is far greater than most people know. U Nanda predicts that over the next 10 years, there will be many new AI-based constructions<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[146],"tags":[411,329],"collection":[],"class_list":["post-46686","post","type-post","status-publish","format-standard","hentry","category-news","tag-ai","tag-329"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/posts\/46686","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/comments?post=46686"}],"version-history":[{"count":0,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/posts\/46686\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/media?parent=46686"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/categories?post=46686"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/tags?post=46686"},{"taxonomy":"collection","embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/collection?post=46686"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}