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The Information 最近的一份报告审视了 OpenAI 的财务预测,显示该公司预计要到 2029 年才能盈利
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 最近的一份报告仔细研究了 OpenAI 的财务预测,该报告显示该公司预计要到 2029 年才能实现盈利,届时预计将产生 1000 亿美元的收入。在此之前,OpenAI 预计亏损将逐年大幅增加,2023 年至 2028 年间累计亏损将达到 440 亿美元,预计 2026 年亏损峰值将达到 140 亿美元。
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.
该公司最重要的支出是计算能力——训练和运行人工智能(AI)模型所需的基础设施。预计到 2026 年,仅这一领域的支出每年将达到 95 亿美元;这些成本可分为高性能计算资源(计算机芯片)、能源消耗(电力)、数据存储和持续算法开发。
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.
该报告还称,据称 OpenAI 向投资者提供了另一种预测,表明如果剔除模型训练成本等费用,该公司将在 2026 年实现盈利。
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.
虽然分析师认为 OpenAI 未来将实现盈利,这绝对是一个积极的信号——尤其是在人们普遍担心人工智能领域的领导者何时开始盈利的情况下——但它也提出了一个关键问题:在没有重大财务重组的情况下,OpenAI 能否坚持到 2029 年?该公司大量烧钱已不是什么秘密,这份新报告强调了其支出规模。
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.
尽管 OpenAI 最近以 1,570 亿美元的估值筹集了超过 60 亿美元,但这只是其实现盈利之前预计需要花费 440 亿美元的一小部分。除非该公司改变其商业模式、找到降低运营成本的创新方法或获得额外资金,否则 OpenAI 可能需要至少再次筹集资金才能在五年内实现盈利。
Two scientists, John Hopfield and Geoffrey Hinton, have been awarded the Nobel Prize in Physics for their contributions to machine learning.
约翰·霍普菲尔德 (John Hopfield) 和杰弗里·辛顿 (Geoffrey Hinton) 两位科学家因其对机器学习的贡献而获得诺贝尔物理学奖。
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.
霍普菲尔德开发了一种能够存储和重建模式的神经网络,深入了解人脑在获得部分信息时如何回忆记忆;他的工作模拟了联想记忆,弥合了神经科学和计算模型之间的差距。
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.
几年后,Hinton 创建了玻尔兹曼机,这是一种使用随机决策来学习内部数据表示的神经网络;这项创新增强了网络识别复杂模式和改善未来决策的能力。由于担心人工智能对人类的潜在风险,Hinton 于 2023 年辞去谷歌(纳斯达克股票代码:GOOGL)的研究职务,他一直是人工智能开发中道德考虑的直言不讳的倡导者。
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.
今年物理学奖得主的突破建立在物理科学的基础上。他们为我们展示了一种全新的方式来使用计算机来帮助和指导我们应对社会面临的许多挑战。
Thanks to their work humanity now has a new item in… pic.twitter.com/0sGCbEoMsS
感谢他们的工作,人类现在有了一个新项目…… 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.
尽管是计算机驱动的,但这两个网络都使用了物理和物理问题,并受到物理和物理问题的启发。霍普菲尔德表示,他并不认为这项工作会对机器学习有用,但他承认生物学、物理学和人工智能之间存在自然交叉。
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.
瑞典皇家科学院——诺贝尔物理学奖的颁发机构——决定将今年的奖项与机器学习和人工智能挂钩,这一事实反映了当前的创新氛围,并表明全球对人工智能仍然有很多关注。智力。尽管聊天机器人等面向消费者的人工智能技术占据了最近的头条新闻,但人工智能的科学进步往往会对世界产生更深远的影响。
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(纳斯达克股票代码:META)宣布将在六个新国家推出 Meta AI:菲律宾、玻利维亚、危地马拉、巴拉圭、英国和巴西——Meta 此前因数据和隐私问题暂停了这两个国家的人工智能业务。
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.
这些国家/地区的用户现在可以通过 Facebook、Instagram、WhatsApp、Messenger 应用、Meta.ai 网站和雷朋 Meta 眼镜访问 Meta AI。 Meta AI 是一个处理文本和语音查询以及分析图像的助手,有效地提供与市场上其他高级人工智能聊天机器人类似的功能。
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,由于各国数据隐私监管机构的担忧,Meta 在英国和巴西推出人工智能服务时面临重大障碍。然而,该公司声称 Meta AI 构成业务运营的“合法利益”,从而发现了数据隐私漏洞。这使得 Meta 可以在未经消费者同意的情况下证明其使用消费者数据的合理性,因为他们声称这是实现其业务目标所必需的;特别是,Meta 声称这些数据将帮助其人工智能更好地反映人口的多样性,这对其商业运营至关重要。
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
有一段时间,我不确定像 Meta 这样的公司将如何在英国等注重数据隐私的国家开展业务。我想知道这些规定是否会被认为过于禁止,并且人工智能服务提供商会选择完全不在那里运营
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