正文 · AI 翻译
IT Home reported on November 3 that, according to a report today by The Standard, Morgan Stanley Chairman and CEO Ted Pick said at the fifth Global Financial Leaders’ Investment Summit that capital spending in AI could require $10 trillion to $15 trillion over the next 10 years (IT Home note: approximately 66.65 trillion to 99.98 trillion yuan at current exchange rates), adding 50 to 70 basis points to GDP growth.
Pick said financing the construction of AI infrastructure involves complex interdependencies among multiple participants, including frontier AI laboratories, chipmakers, infrastructure builders and energy suppliers.
Addressing concerns that the AI bubble could burst, Goldman Sachs Chairman and CEO David Solomon said demand for computing power still exceeds supply and that a large share of future value will come from the application layer.
Pick, meanwhile, compared the development of AI with previous technology cycles in 1999 to 2000, 2001, 2003, 2006 and 2008. He said cyclical market corrections are very healthy and can create a wall of worry. He cautioned that technological development could run ahead of the original schedule or fall short of expectations. Some projects have imperfect capital structures and may not stand the test of time, but that is all part of the innovator’s dilemma.