微软 AI 负责人：未来十年追赶前沿 AI 需投入数千亿美元

鞭牛士12-18

AIPress.com.cn报道微软 AI 业务负责人、CEO Mustafa Suleyman 表示，在未来五到十年内，想要持续参与前沿人工智能竞争，所需投入将高达“数千亿美元”。他在播客节目《Moonshots with Peter Diamandis》中指出，前沿 AI 的竞争已经进入一个高度资本密集的阶段，成本远超以往任何一轮技术浪潮。Suleyman 表示，这些成本不仅来自算力基础设施的...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218152125a45a4d19&s=b><strong>鞭牛士</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AIPress.com.cn报道微软 AI 业务负责人、CEO Mustafa Suleyman 表示，在未来五到十年内，想要持续参与前沿人工智能竞争，所需投入将高达“数千亿美元”。他在播客节目《Moonshots with Peter Diamandis》中指出，前沿 AI 的竞争已经进入一个高度资本密集的阶段，成本远超以往任何一轮技术浪潮。Suleyman 表示，这些成本不仅来自算力基础设施的...</p>\n\n<a 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加速器为核心、以千兆瓦级算力为目标的数据中心体系。在他看来，如此高强度的投入，使得大型科技公司在竞争中具备明显的结构性优势。“身处一家大型企业，本身就意味着更强的资源调度能力和长期投入能力，”Suleyman 说。他的目标是让微软在前沿模型研发上实现更高程度的自给自足，并打造一支“世界级的超级智能团队”。微软目前是全球市值最高的公司之一，市值约为3.54万亿美元。截至今年9月的季度，公司营收达到777亿美元，超过市场预期。Suleyman 表示，微软正在全力推进前沿 AI 研发，希望在模型能力和安全性上同时保持领先。在谈到行业竞争格局时，Suleyman也坦言，高昂的成本让初创公司是否还能长期参与前沿 AI 竞争变得充满不确定性。他认为，正是这种不确定性，推高了当前 AI 行业的估值热度。“如果真的出现智能能力的快速跃迁，可能会有多家公司同时抵达关键节点，但在此之前，投入门槛正在迅速抬高。”微软并非唯一在这一方向上大举投入的科技公司。Meta、Google、Amazon 等科技巨头近年来持续加码 AI 数据中心和算力基础设施建设。Meta CEO 马克·扎克伯格此前也公开表示，宁可“多花几千亿美元”，也不愿在超级智能竞争中落后。业内普遍认为，围绕通用人工智能（AGI）和超级智能的竞争，正在重塑科技行业的资本结构和长期战略。（AI普瑞斯编译）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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