Altman深度访谈：将激进押注基础设施，瞄准AI全产业链垂直整合

Core Insights - OpenAI is transitioning from a research lab to a vertically integrated "AI empire" with significant infrastructure investments requiring industry-wide collaboration [2][3][8] - The company's strategy is driven by confidence in future model capabilities, anticipating substantial economic value creation in the next one to two years [3][15] - OpenAI's partnerships with major tech companies like NVIDIA, Oracle, and AMD are part of a broader effort to leverage the entire AI industry chain [3][8] Group 1: Infrastructure Investment - OpenAI's CEO Sam Altman announced a "very aggressive infrastructure bet" that necessitates support from the entire industry [8][15] - This investment is based on the expectation of future model capabilities rather than current models, indicating a proactive approach to meet anticipated demand [15][68] - Altman hinted at more collaborations to be announced in the coming months, emphasizing the scale of this initiative [8][15] Group 2: Energy and AI - Altman linked the future of AI directly to energy availability, stating that AI's exponential growth will depend on cheaper and more abundant energy sources [6][9] - He predicts that the future energy landscape will be dominated by a combination of solar energy with storage and advanced nuclear energy [9][16] - The cost of nuclear energy will be a critical factor in its adoption and ability to support AI development [9][16] Group 3: Strategic Positioning of Sora - The recently released video generation model Sora is seen as a strategic tool for building "world models" to advance AGI and help society adapt to AI developments [10][17] - Sora also presents new commercialization challenges, as users engage with it for both professional and entertainment purposes [17] Group 4: Emergence of AI Scientists - Altman expressed excitement about the potential for AI models to make significant scientific discoveries within the next two years, marking a transformative moment for the world [12][20] - The capabilities of GPT-5 are already showing promise in making small, novel scientific discoveries [12][20] Group 5: Shift to Vertical Integration - Altman acknowledged a change in perspective regarding vertical integration, now viewing it as essential for OpenAI to achieve its mission [13][22] - He compared this shift to the success of Apple's iPhone, highlighting the need for OpenAI to control its entire stack from foundational computing to application [22][36]