马斯克称已建成全球最强 AI 训练集群,明年年底算力将达目前的约 10 倍,并计划届时上线 10 吉瓦 AI,按每瓦 30 至 50 美元估值对应年收入 3000 至 5000 亿美元。他认为 AI 训练仍留在地面,但日常 AI 推理将转移到太空,终极愿景是由太阳能驱动的“star mind”(有感知的太阳)。
Elon Musk’s ultimate AI vision is a “star mind” powered by the sun.
“We’ve already built the most powerful AI training clusters in the world. And then what we expect to do by the end of next year is about 10 times more than what we’ve done thus far. This will be very important practice for space AI.
And I do think that AI training will continue to be on the ground, but AI inference, the day-to-day use of AI, will be in space. So we’re aiming to get to 10 gigawatts by the end of next year. This is depending on what the value per watt is.
If the value per watt is probably going to be $30 to $50, which means if we bring 10 gigawatts of AI online by the end of next year, it will be $300 to $500 billion a year in revenue. Big numbers. And sometimes I wonder, what is our purpose?
And it could be that the purpose of humanity is to give birth to a star mind, a sentient sun. I don’t know what the AI is going to think about, honestly. It’s a lot of compute.
But I guess this is the next step in the evolution of a civilization, is to harness the power of the sun. There was a physicist called Kardashev who argued that you could consider any given civilization on the basis of whether it has been able to harness most of the power of its planet, or most of the power of its sun, or most of the power of its galaxy, and beyond. So that’s what’s going to happen.
And we’re going to do it. The factory for star mind will be located nearby, adjacent to us, basically. They just come from space.”
来源:DogeDesigner · x.com