| 本文作者谭寅亮,来自中欧国际工商学院,系福布斯中国撰稿人,表达观点仅代表个人。现在,华尔街的投资人聊起人工智能(AI),不是在聊“模型参数”或“GPU供给”,而多的是在聊“电网能不能扛得住”。过去两年,生成式AI将计算从一种“偶发的大任务”变成了“全天候的高频调用”,而电力恰恰是这类新型负荷最硬的约束。于是,一项新的判断正在浮出水面——如果说数据、算法与算力构成了AI的前三要素,那么今天的第四...
Source Link| 本文作者谭寅亮,来自中欧国际工商学院,系福布斯中国撰稿人,表达观点仅代表个人。现在,华尔街的投资人聊起人工智能(AI),不是在聊“模型参数”或“GPU供给”,而多的是在聊“电网能不能扛得住”。过去两年,生成式AI将计算从一种“偶发的大任务”变成了“全天候的高频调用”,而电力恰恰是这类新型负荷最硬的约束。于是,一项新的判断正在浮出水面——如果说数据、算法与算力构成了AI的前三要素,那么今天的第四...
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