美股IPO·2025-09-29 08:51Core Viewpoint - Major AI companies like Google DeepMind, Meta, and Nvidia are shifting their R&D focus towards "world models" to gain an edge in the race towards machine "superintelligence" [1][3][7] Group 1: Market Potential - The potential market size for "world models" is estimated to be as high as $100 trillion, encompassing sectors such as autonomous driving, robotics, and manufacturing [1][3][4] Group 2: Technological Developments - Recent advancements in "world models" have been highlighted by various AI companies, with Google DeepMind releasing Genie 3, which generates video frame by frame, allowing for scalable AI training without real-world consequences [5] - Meta is training its V-JEPA model using raw video content to mimic children's passive learning through observation, with ongoing tests on robots [5] - Nvidia's CEO has stated that the next major growth phase for the company will come from "physical AI," leveraging its Omniverse platform for simulations to support expansion into robotics [5] Group 3: Applications and Innovations - "World models" are being applied in the entertainment industry, with startups like World Labs developing models that generate 3D environments from single images, and Runway creating game scenes that better understand physical laws [6] Group 4: Industry Challenges - The shift towards "world models" is driven by the perception that large language models (LLMs) are reaching their performance ceiling, with significant investments from major companies [7][8] - Despite the promising outlook, building these models requires vast amounts of physical world data and computational power, which remains a significant technical challenge [9] - Experts believe that achieving human-level intelligence in machines driven by next-generation AI systems may still take up to a decade [9]