Schmidt's speech at Stanford University revealed two important truths about the AI industry:
- High quality and technical barriers in the AI industry chain
- NVIDIA holds a monopoly position in the AI chip sector, making it difficult for other companies to challenge its market position
- Even with alternatives, the market still tends to choose NVIDIA's products
- NVIDIA's ability to quickly adapt to AI development needs is key to its success
- NVIDIA is expected to dominate the AI field in the long term, with potential for further market value increase
- The AI industry may further polarize, with large companies investing heavily while small companies struggle to compete
- Open-source models are difficult to maintain in the large model field due to high training costs
- AI development requires substantial capital, talent, and government support, becoming a competition among powerful nations
- There is still a long way to go to achieve Artificial General Intelligence (AGI)
- Funding and energy are the biggest obstacles to achieving AGI
- Large companies need tens of billions of dollars to support AI development
- OpenAI's "Stargate" project may require $300 billion
- The energy gap is enormous, with hydroelectric resources becoming crucial
- Supply bottlenecks for high-performance GPUs are driving up costs
- The United States needs to build strategic alliances to gain resource advantages
Schmidt's remarks reveal the monopolistic landscape and development bottlenecks in the AI industry, providing important insights for the future development of the field.