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The Information 最近的一份報告審視了 OpenAI 的財務預測,顯示該公司預計要到 2029 年才能獲利
A recent report from The Information took a closer look at OpenAI’s financial projections, which show that the company doesn’t expect to be profitable until 2029 when it’s expected to generate $100 billion in revenue. Until then, OpenAI anticipates steep losses year over year, cumulatively amounting to $44 billion between 2023 and 2028, with an anticipated peak loss of $14 billion in 2026.
The Information 最近的一份報告仔細研究了 OpenAI 的財務預測,該報告顯示該公司預計要到 2029 年才能實現盈利,屆時預計將產生 1000 億美元的收入。在此之前,OpenAI 預計虧損將逐年大幅增加,2023 年至 2028 年間累積虧損將達到 440 億美元,預計 2026 年虧損高峰將達到 140 億美元。
The company’s most significant expense is computing power—the infrastructure required to train and run its artificial intelligence (AI) models. Spending in this area alone is projected to reach $9.5 billion annually by 2026; these costs can be divided into high-performance computing resources (computer chips), energy consumption (electricity), data storage and continuous algorithm development.
該公司最重要的支出是運算能力——訓練和運行人工智慧(AI)模型所需的基礎設施。預計到 2026 年,光是這一領域的支出每年將達到 95 億美元;這些成本可分為高效能運算資源(電腦晶片)、能源消耗(電力)、資料儲存和持續演算法開發。
The report also says that OpenAI allegedly presents investors with an alternative projection showing that the company is profitable in 2026 when you strip out expenses like the cost of training its models.
該報告還稱,據稱 OpenAI 向投資者提供了另一種預測,表明如果剔除模型訓練成本等費用,該公司將在 2026 年實現盈利。
While it’s definitely a positive sign that analysts see profitability in OpenAI’s future—especially amid widespread concerns about when leaders in the AI space would begin turning a profit—it also raises the critical question: Will OpenAI make it to 2029 without significant financial restructuring? It is no secret that the company has a substantial cash burn, and this new report underscores the scale of its expenditures.
雖然分析師認為OpenAI 未來將實現盈利,這絕對是一個積極的信號——尤其是在人們普遍擔心人工智慧領域的領導者何時開始盈利的情況下——但它也提出了一個關鍵問題:在在沒有重大財務重組的情況下,OpenAI 能否堅持到2029 年?該公司大量燒錢已不是什麼秘密,這份新報告強調了其支出規模。
Even though OpenAI recently raised over $6 billion at a $157 billion valuation, that’s a fraction of the projected $44 billion it has to spend before reaching profitability. Unless the company alters its business model, discovers innovative ways to reduce operational costs, or secures additional funding, OpenAI will likely need to raise capital at least once more before turning a profit in five years.
儘管 OpenAI 最近以 1,570 億美元的估值籌集了超過 60 億美元,但這只是其實現盈利之前預計需要花費 440 億美元的一小部分。除非該公司改變其商業模式、找到降低營運成本的創新方法或獲得額外資金,否則 OpenAI 可能需要至少再次籌集資金才能在五年內獲利。
Two scientists, John Hopfield and Geoffrey Hinton, have been awarded the Nobel Prize in Physics for their contributions to machine learning.
約翰·霍普菲爾德 (John Hopfield) 和傑弗裡·辛頓 (Geoffrey Hinton) 兩位科學家因其對機器學習的貢獻而獲得諾貝爾物理學獎。
Hopfield developed a neural network capable of storing and reconstructing patterns, offering insights into how the human brain recalls memories when provided with partial information; his work modeled associative memory, bridging the gap between neuroscience and computational models.
霍普菲爾德發展了一種能夠儲存和重建模式的神經網絡,深入了解人腦在獲得部分資訊時如何回憶記憶;他的工作模擬了聯想記憶,彌合了神經科學和計算模型之間的差距。
Years later, Hinton created the Boltzmann machine, a type of neural network that uses random decision-making to learn internal data representations; this innovation enhanced the network’s ability to recognize complex patterns and improve future decision-making. Hinton, who left his research role at Google (NASDAQ: GOOGL) in 2023 due to concerns about AI’s potential risks to humanity, has been a vocal advocate for ethical considerations in AI development.
幾年後,Hinton 創建了玻爾茲曼機,這是一種使用隨機決策來學習內部資料表示的神經網路;這項創新增強了網路識別複雜模式和改善未來決策的能力。由於擔心人工智慧對人類的潛在風險,Hinton 於 2023 年辭去谷歌(納斯達克股票代碼:GOOGL)的研究職務,他一直是人工智慧開發中道德考慮的直言不諱的倡導者。
This year’s physics laureates’ breakthroughs stand on the foundations of physical science. They have showed a completely new way for us to use computers to aid and to guide us to tackle many of thechallenges our society face.
今年物理學獎得主的突破建立在物理科學的基礎上。他們為我們展示了一種全新的方式來使用電腦來幫助和指導我們應對社會面臨的許多挑戰。
Thanks to their work humanity now has a new item in… pic.twitter.com/0sGCbEoMsS
感謝他們的工作,人類現在有了一個新項目… pic.twitter.com/0sGCbEoMsS
Although computer-driven, both networks used and were inspired by physics and physics problems. Hopfield says that he did not imagine the work would be useful in machine learning but acknowledges that there are natural crossovers between biology, physics and AI.
儘管是電腦驅動的,但這兩個網路都使用了物理和物理問題,並受到物理和物理問題的啟發。霍普菲爾德表示,他並不認為這項工作會對機器學習有用,但他承認生物學、物理學和人工智慧之間存在自然交叉。
The fact that the Royal Swedish Academy of Sciences—the entity that awards the Nobel Prize in Physics—decided to tie this year’s prize to machine learning and AI reflects the current climate of innovation and shows that there is still a lot of global attention on artificial intelligence. Although consumer-facing AI technologies like chatbots have dominated recent headlines, scientific advances in AI often have a more profound impact on the world.
瑞典皇家科學院——諾貝爾物理學獎的頒發機構——決定將今年的獎項與機器學習和人工智慧掛鉤,這一事實反映了當前的創新氛圍,並表明全球對人工智慧仍然有很多關注。 。儘管聊天機器人等面向消費者的人工智慧技術佔據了最近的頭條新聞,但人工智慧的科學進步往往會對世界產生更深遠的影響。
Meta (NASDAQ: META) has announced that it will launch Meta AI in six new countries: the Philippines, Bolivia, Guatemala, Paraguay, the United Kingdom and Brazil—the two nations where it previously suspended AI operations due to data and privacy concerns.
Meta(納斯達克股票代碼:META)宣布將在六個新國家推出Meta AI:菲律賓、玻利維亞、危地馬拉、巴拉圭、英國和巴西——Meta 此前因數據和隱私問題暫停了這兩個國家的人工智能業務。
Users in these countries will now have access to Meta AI through Facebook, Instagram, WhatsApp, Messenger apps, the Meta.ai website and the Ray-Ban Meta Glasses. Meta AI is an assistant that handles text and voice queries and analyzes images, effectively offering functionalities similar to those of other advanced AI chatbots on the market.
這些國家的用戶現在可以透過 Facebook、Instagram、WhatsApp、Messenger 應用程式、Meta.ai 網站和雷朋 Meta 眼鏡存取 Meta AI。 Meta AI 是一個處理文字和語音查詢以及分析圖像的助手,有效地提供與市場上其他高級人工智慧聊天機器人類似的功能。
Previously, Meta faced significant obstacles in launching its AI services in the U.K. and Brazil due to concerns from each country’s data privacy watchdog. However, the company has found a data privacy loophole by asserting that Meta AI constitutes a “legitimate interest” in business operations. This allows Meta to justify its use of consumer data without their consent because they claim it is necessary for fulfilling its business objectives; in particular, Meta claims this data will help its AI better reflect the diversity of the population, which is crucial to its commercial operations.
此前,由於各國資料隱私監管機構的擔憂,Meta 在英國和巴西推出人工智慧服務時面臨重大障礙。然而,該公司聲稱 Meta AI 構成業務運營的“合法利益”,從而發現了資料隱私漏洞。這使得 Meta 可以在未經消費者同意的情況下證明其使用消費者資料的合理性,因為他們聲稱這是實現其業務目標所必需的;特別是,Meta 聲稱這些數據將幫助其人工智慧更好地反映人口的多樣性,這對其商業運營至關重要。
For a while, I was unsure how companies like Meta would proceed in data privacy-focused countries like the U.K.. I wondered if the regulations would be considered too prohibitive and that AI service providers would opt out of operating there altogether
有一段時間,我不確定像 Meta 這樣的公司將如何在英國等注重資料隱私的國家開展業務。我想知道這些規定是否會被認為過於禁止,而人工智慧服務提供者會選擇完全不在那裡運營
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