Recently, OpenAI CEO Sam Altman is touring the world "roadshow", meeting with government and industry officials in several countries to support the construction of AI infrastructure. This news has attracted wide attention and heated discussions in the industry.
Altman reportedly spoke with officials in several Western countries this week, as well as officials and investors in the United Arab Emirates (UAE), and plans to meet with relevant officials in Washington later this week. An OpenAI spokesperson revealed to the media: "OpenAI is having conversations about increasing global infrastructure and supply chains for chips, energy, and data centers. We look forward to sharing more details at a later date. ”
In February, it was reported that Altman was in talks with potential investors, including the UAE government, to raise a staggering $5 trillion to $7 trillion!
The $7 trillion raised is almost equivalent to all the properties in Spain combined, far more than the UK's GDP in 2023 ($3.14 trillion), and even more than the combined market capitalization of Microsoft, the largest publicly traded company in the United States, and Apple. This huge financing target raises the question: Why is so much money needed?
First, higher-order large-scale AI models require massive advanced GPUs and other supporting power facilities. With the continuous development of AI technology and the expansion of application scenarios, the demand for computing power and energy has shown an exponential growth trend. Altman is confident in the development of artificial intelligence, but at the same time, he recognizes the dilemma of reality: the shortage of computing power and the lack of energy.
Altman pointed out that the future of AI will depend on energy, because AI consumes far more electricity than people expect. To solve this problem, he believes that it is essential to develop environmentally friendly energy sources, especially nuclear fusion technology or cheaper solar and energy storage technologies.
This also shows that after artificial intelligence has made breakthroughs in the fields of graphics and texts, short videos, etc., it may be further accelerated.
OpenAI is global in the field of large models, but there are still a lot of market gaps in the direction of segmentation. At the same time, China's artificial intelligence is also accelerating, especially in terms of specific applications, and China's artificial intelligence is also developing rapidly day and night.
To share the dividends of artificial intelligence development, the "artificial intelligence index" is naturally the first choice. But it also includes indices in the subdivision directions of robots, chips, games, and consumption.
The recent pullback in the A-share market has also given us a better opportunity to get on the bus. Looking at the recent market situation, we find that artificial intelligence is still one of the hottest topics in the market. We are willing to continue to pay attention and invest.
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