Sou Hu Cai Jing·2025-12-26 09:39Core Insights - Microsoft AI CEO Mustafa Suleyman warns that companies aiming to lead in the AI race will face extremely high investment costs, potentially reaching hundreds of billions of dollars over the next 5 to 10 years [1][3] - The required investments will cover infrastructure, hardware, and specialized talent costs, giving large, established companies a structural advantage [1] - The pressure on costs arises not only from computing power and hardware but also from the fierce competition for human capital, particularly AI researchers, data scientists, and engineers, whose salaries are rapidly increasing [3] Industry Context - Microsoft is described as a "modern construction company," with hundreds of thousands of employees working to build AI capabilities with gigawatt-level CPU and accelerator computing power [3] - Alongside talent acquisition, Microsoft, like other major tech companies, is accelerating the development of AGI (Artificial General Intelligence) and superintelligence, which are recognized as having significant strategic importance despite their staggering costs [3]