Eric Schmidt：AI 的真正瓶颈是资金而非电力
Eric Schmidt 算了笔账：10 吉瓦算力要 5000 亿美元，真正的门槛是资本不是电力，还点名中国和欧洲的不同情况。
前 Google CEO Eric Schmidt 表示，AI 的真正限制不是能源，而是现金。他按每吉瓦约 500 亿美元估算，10 吉瓦算力就要 5000 亿美元，能拿出万亿美元级资本的只有极少数主体。他提到中国有这个能力，但不确定是否在做，打算去了解。他还指出美国资本市场能借到这种规模的钱，而欧洲做不到。
Ex Google CEO, Dr. Eric Schmidt: AI may hit a money wall before it hits a power wall.
Perf per watt had a good run. At 6%, a trillion in debt costs $60B a year.
"The real limit to AI is not energy; it is actually cash. When you add up the cost of these things, if you take round numbers, say $50 bn per gigawatt, then 10 gigawatts is half a trillion dollars.
How many companies, countries, and so forth can hand an industry a trillion dollars of capital? Very, very few. The Chinese could certainly do it. I do not know if they are doing it, but I am going to try to find out.
In America, there are people who hope that is going to happen. It is interesting that you can finance these things because the brilliance of the American capital market allows us to borrow that kind of money. For example, the Europeans cannot do this, which they are sort of sore about."
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Full video from 'Special Competitive Studies Project' YT channel ( link in comment)
