Nvidia(US:NVDA) 3 6 Ke·2025-11-10 11:05Core Insights - The AI revolution is real, but the path to its ultimate destination remains unknown, as discussed by six leading figures in AI who recently received the Queen Elizabeth Prize for Engineering [1][3] - The conversation centered around whether humanity is truly experiencing an AI industrial revolution or if it is merely facing the largest bubble in history [3][20] Group 1: Historical Context and Key Moments - The AI revolution did not stem from a single genius but from the long-term dedication of many individuals [5] - Geoffrey Hinton recalled his early work in 1984, where he trained a rudimentary model to predict the next word in a sequence, marking the inception of what would evolve into today's large language models [6][22] - Yann LeCun expressed his early fascination with enabling machines to learn independently, which is the core philosophy of machine learning [10][8] - Fei-Fei Li highlighted the critical need for data, leading to the creation of the ImageNet dataset, which consisted of 15 million labeled images, igniting the AI field [11][13][15] Group 2: Current AI Landscape and Industry Implications - The current AI landscape is characterized by the widespread utilization of GPUs, which were initially designed for gaming but have become essential for deep learning computations [15][21] - Jensen Huang emphasized that the current demand for GPUs is unprecedented, as they are all being utilized, contrasting with the unused infrastructure during the early internet bubble [21][20] - The AI industry is in its foundational phase, akin to the infrastructure development seen during the agricultural and industrial revolutions, with demand just beginning to emerge [25][20] Group 3: Perspectives on Future AI Development - Huang believes that the question of achieving human-level AI is less important than the practical applications of existing AI technologies [27] - Bill Dally stated that the goal of AI is not to replace humans but to enhance human capabilities [29] - Li Fei-Fei warned that the full scope of intelligence is still not understood, and there are vast areas of "spatial intelligence" yet to be explored [30][31] - Yann LeCun expressed skepticism about the current trajectory of AI leading to human-level intelligence without fundamental breakthroughs [33] - Geoffrey Hinton predicted that machines would be able to debate humans and win within the next 20 years, marking a significant milestone in AI development [35]