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赢下AI大战有多贵?谷歌AI负责人:要花超1000亿美元!
GOOGLAlphabet(GOOGL) 网易科技·2024-04-18 01:45

Industry Overview - The competition in the AI field is intensifying, with major players like Google, Microsoft, and OpenAI investing heavily to gain a leading position [1] - The AI industry has seen a significant surge in investments, with AI startups raising nearly 50billionlastyearaccordingtoCrunchbasedata[1]CompanyInvestmentsGooglesAIdivision,ledbyDemisHassabis,haspotentiallyinvestedover50 billion last year according to Crunchbase data [1] Company Investments - Google's AI division, led by Demis Hassabis, has potentially invested over 100 billion in AI research and development [1] - Microsoft and OpenAI are planning a 100billioninvestmenttobuildasupercomputernamed"Stargate"tosupportOpenAIsAImodels[1]GooglestotalinvestmentinAIisexpectedtoexceedthe100 billion investment to build a supercomputer named "Stargate" to support OpenAI's AI models [1] - Google's total investment in AI is expected to exceed the 100 billion mark over time, as indicated by Hassabis [1] AI Model Training Costs - The cost of training advanced AI models has skyrocketed, with OpenAI's GPT-4 model costing 78milliontotrain,comparedto78 million to train, compared to 4.3 million for GPT-3 in 2020 [1] - Google's Gemini Ultra project has a training cost of 191million,asignificantincreasefromthe191 million, a significant increase from the 900 cost of training an AI model in 2017 [1] - The training costs are directly correlated with computational demands, suggesting that costs will continue to rise as the industry moves towards general AI [2] Chip Development - A significant portion of AI R&D costs is allocated to chip development, as more chips lead to greater computational power and the ability to train AI models on larger datasets [1] - Companies like Google and OpenAI, while relying on third-party chip suppliers like NVIDIA, are also exploring the development of their own chips [1]