全球 AI 推理部署的经济性、影响和替代路径.pdf

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1、AI Hardware&SystemsAI Hardware&SystemsaiandsystemsaiandsystemsThe Gigawatt GambleThe Economics,Impact,and an Alternative Path for Global AI Inference DeploymentThomas SohmersCEO,Positron AIthomaspositron.aiAI Hardware&SystemsAI Hardware&SystemsaiandsystemsaiandsystemsIntroductionIntroductionForbes 3

2、0 under 302013 Thiel FellowMIT ResearcherCEO&Co-FounderDirector of Technology StrategyPrincipal Hardware ArchitectCEO&Co-FounderStudent&EntrepreneurThomas SohmersCEO,Positron AIthomaspositron.aiAI Hardware&SystemsAI Hardware&SystemsaiandsystemsaiandsystemsAre we in an AI bubble?A brief economics dis

3、cussionUnderstanding the coming economic upheavalWhat are the paths to the future?1 12 23 3Three things we will cover Three things we will cover AI Hardware&SystemsAI Hardware&SystemsaiandsystemsaiandsystemsBubble andBubble andEconomiesEconomiesAI Hardware&SystemsAI Hardware&Systemsaiandsystemsaiand

4、systemsAI Hardware&SystemsAI Hardware&SystemsaiandsystemsaiandsystemsAre we in a bubble?AI Hardware&SystemsAI Hardware&SystemsaiandsystemsaiandsystemsMy thesisMy thesisThe economic value of AI isnt transient or a ramp to to a point of required capacity,like the build out of the internet and wired,an

5、d wireless connectivity,or the adoption social media.These technology trends had predictable end-limits.The value of AI fundamentally changes the fundamentals on which the global economy is structured:land,capital&labor.AI will turn labor into a near limitless resource-injecting an exponential facto

6、r in the basic equations of wealth creation.This in turn will consume capital at unprecedented levels,and will rapidly test the limits of the land(e.g.power&water).This is not a bubble;This is not a bubble;its the leading indicator of the exponential potential of free labor.its the leading indicator