OpenAI raises $7 trillion to compete with Nvidia? Huang Renxun: This money can buy all the GPUs
六月清晨搅
发表于 2024-2-14 09:26:37
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At a time when stock prices have repeatedly hit new highs, Huang Renxun, founder and CEO of AI (artificial intelligence) chip giant Nvidia, once again expressed his views on the development of chips and AI.
On February 12th local time, Huang Renxun, founder and CEO of NVIDIA, stated at the World Government Summit (WGS) in Dubai that countries need to build independent AI infrastructure, and technological advancements in the coming years will significantly reduce the cost of developing AI.
Huang Renxun believes that Nvidia is ushering in the end of universal computing and the beginning of accelerated computing, and is rapidly improving the efficiency of AI computing to achieve "democratization" of the use of AI; Each country needs to have its own sovereign AI to develop economic potential and protect national culture.
Since the beginning of this year, NVDA's stock price has surged by nearly 50%. On February 12th, Nvidia's stock price closed at $722.48 per share, up 0.16%, with a total market value of $1.78 trillion, approaching Amazon ($1.79 trillion) and Google's parent company Alphabet ($1.83 trillion), and briefly surpassing Amazon during trading. According to market expectations, with such an upward trend, Nvidia may soon become the world's third-largest technology giant with a market value second only to Microsoft ($3.09 trillion) and Apple ($2.89 trillion).
Recently, foreign media reported that Sam Ultraman, founder and CEO of AI giant OpenAI, is raising a total of $7 trillion from the Middle East to support the company's semiconductor plan and compete with Nvidia.
In response to this, Huang Renxun sarcastically stated at the meeting that he believed the chip industry would drive down AI costs: "It is clear that ($7 trillion) can buy all GPUs... If you think computers cannot develop faster, you may come to the conclusion that we need 14 planets, 3 galaxies, and 4 suns to fuel all of this. However, computer architecture is actually constantly improving."
However, Huang Renxun also emphasized that computing and AI technologies are still accelerating development, and related expenditures are constantly increasing: "The total value of global data centers is currently about one trillion US dollars, and in the next four to five years, this number will grow to two trillion US dollars. These data centers will become the driving force for global software operation... One of our biggest contributions in the past decade has been to advance computing and AI by one million times."
When it comes to issues related to AI security, Huang Renxun believes that some concerns are exaggerated. AI can be regulated like industries such as automobiles and aviation, and he praises open source models such as Llama 2 and Falcon for their contributions to AI security: "Some people intentionally scare people, make them fear and mystify this new technology, and want others to stop taking action, relying solely on them to complete research and development.". I think this is wrong
Finally, Huang Renxun also shared his views on education, believing that AI has significantly reduced the technical barriers to programming, and therefore suggested that young people today learn "the most complex science to understand", That is to say, biology: "It not only covers a wide range of content, but also has a high level of complexity and difficulty in understanding. The key is that it will have a huge impact... Every year, our software, chips, and infrastructure will develop better than the previous year, but progress in life sciences will be very small."
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