All Content from Business Insider 09月24日 07:13
Altman构想AI基础设施的每周生产目标
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OpenAI首席执行官Sam Altman在其最新博文中,描绘了关于人工智能基础设施的宏伟蓝图,提出目标是在未来十年内,每周能够建成一座能够生产一吉瓦(GW)新增AI基础设施的工厂。他认为这将是“有史以来最酷、最重要的基础设施项目”。Altman强调,实现这一目标将极其困难,需要多年的努力,并且大部分基础设施将在美国建设。此举与OpenAI近期宣布的与Nvidia价值1000亿美元的芯片交易以及与Oracle和Softbank合作的“Stargate”项目相呼应,后者旨在构建大规模AI数据中心。然而,如此庞大的AI基础设施建设也引发了对能源供应的担忧,如何为这些系统提供充足电力成为一个亟待解决的挑战。

🚀 **宏伟的AI基础设施生产目标:** Sam Altman设想在未来十年内,实现每周生产一吉瓦(GW)新增AI基础设施的能力,并将其誉为“有史以来最酷、最重要的基础设施项目”。这一目标旨在为AI的快速发展提供强大的硬件支持。

🏭 **“工厂化”生产模式:** OpenAI计划通过建立一个专门的“工厂”来实现AI基础设施的规模化生产,这意味着AI硬件的制造和部署将更加高效和系统化。这一模式的成功执行将是实现Altman愿景的关键。

🤝 **多方合作与战略布局:** 该目标与OpenAI近期的一系列重大合作紧密相关,包括与Nvidia价值1000亿美元的芯片采购协议,以及与Oracle和Softbank共同推进的“Stargate”项目,该项目旨在建设超大规模AI数据中心,显示了其在基础设施建设上的战略性布局。

💡 **能源供应的挑战:** 尽管Altman描绘了AI基础设施大规模扩张的蓝图,但其对能源需求的巨大增长提出了严峻挑战。如何获取和供应足够的电力来支撑这些AI系统,已经成为技术行业面临的“无声瓶颈”,需要创新性的解决方案。

🇺🇸 **本土化建设的倾向:** Altman提到,大部分新增的AI基础设施将建设在美国,这可能与地缘政治、供应链安全以及对本土创新生态的支持有关,也预示着美国在AI基础设施领域的进一步投入和发展。

Sam Altman says in a decade, college graduates could be doing almost unthinkable things like exploring the solar system

Sam Altman just shared an ambitious goal for rapidly scaling artificial intelligence: Build a factory capable of producing one gigawatt of new "AI infrastructure every week."

In a Tuesday blog post titled "Abundant Intelligence," the OpenAI CEO said that the "groundwork" for building out AI infrastructure is being put in place as more people rely on AI.

"Our vision is simple: we want to create a factory that can produce a gigawatt of new AI infrastructure every week," Altman wrote, adding that the "execution of this will be extremely difficult" and will take years to accomplish the goal.

"In our opinion, it will be the coolest and most important infrastructure project ever," he said.

Altman's post said that "a lot" of the infrastructure will be built in the US and that more details on partners and plans to make the goal a reality will be unveiled over the next couple of months.

While Altman did not cite specific projects, one of the major vehicles that could help with Altman's scaling efforts is Stargate, a $500 billion joint AI infrastructure project between OpenAI, Oracle, and Softbank.

The first Stargate data center is under construction in Abilene, Texas.

A gigawatt of AI infrastructure — enough to power 876,000 households for a year — per week could also support some of OpenAI's other recently announced ventures.

On Monday, Nvidia announced a $100 billion investment in Altman's startup, giving it access to at least 10 gigawatts of AI datacenters.

OpenAI also announced on Tuesday five more AI data center sites for its Stargate project, including the Abilene facility, which would deliver nearly 7 gigawatts of capacity.

The lingering question following both announcements is where exactly OpenAI will get the energy to power these systems.

Energy experts previously told Business Insider that getting access to the electricity needed by the Nvidia deal alone will be a challenge. 

Brad Gastwirth, global head of research and market intelligence at Circular Technology, described the issue to BI as the "silent bottleneck" for the tech industry's goals to scale AI.

"This is going to become a bigger and bigger issue as each year progresses," he said.

Spokespeople for OpenAI did not respond to a request for comment.

Read the original article on Business Insider

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Sam Altman OpenAI AI基础设施 吉瓦 Stargate Nvidia 能源挑战 Sam Altman OpenAI AI Infrastructure Gigawatt Stargate Nvidia Energy Challenge
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