全球AI推理部署的经济性影响和替代路径

AI Hardware & Systems@aiandsystemsThe Gigawatt GambleThe Economics, Impact, and an Alternative Path for Global AI Inference DeploymentThomas SohmersCEO, Positron AIthomas@positron.aiAI Hardware & Systems@aiandsystemsIntroductionForbes 30 under 302013 Thiel FellowMIT ResearcherCEO & Co-FounderDirector of Technology StrategyPrincipal Hardware ArchitectCEO & Co-FounderStudent & EntrepreneurThomas SohmersCEO, Positron AIthomas@positron.aiAI Hardware & Systems@aiandsystemsAre we in an AI bubble?A brief economics discussionUnderstanding the coming economic upheavalWhat are the paths to the future?123Three things we will cover AI Hardware & Systems@aiandsystemsBubble andEconomiesAI Hardware & Systems@aiandsystemsAI Hardware & Systems@aiandsystemsAre we in a bubble?AI Hardware & Systems@aiandsystemsMy thesisThe economic value of AI isn’t transient or a ramp to to a point of required capacity, like the build out of the internet and wired, and wireless connectivity, or the adoption social med