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软银孙正义:错过英伟达,挑战英伟达?
软银的杀手锏之一是Arm。全球99%的手机采用Arm架构芯片,如今它正进攻数据中心市场。亚马逊、 谷歌、微软纷纷采用Arm计算平台来打造定制芯片。分析认为,软银要的,是让 Arm+Ampere+Graphcore组成"数据中心芯片铁三角",甚至有希望在未来挑战英伟达。 近几年间,软银先后收购英国AI芯片独角兽Graphcore、美国芯片设计公司Ampere,加上此前已成为 Arm大股东——软银正建立起AI芯片帝国。 三家公司分工明确——Arm提供芯片处理器IP、Ampere主攻数据中心专用芯片、Graphcore专注AI加速 器芯片研发。 软银还联手OpenAI,先是宣布"星际之门"计划、"水晶智能"项目,此后豪掷300亿美元追加投资。孙正 义的目标只有一个:为超级人工智能(ASI)铺路。 孙正义预言:2035年,AI智慧将是人类的万倍!为此,软银布局四大核心——芯片、数据中心、机器 人、能源。而芯片,正是这场革命的心脏。 21世纪经济报道记者骆轶琪广州报道 他曾是英伟达最大股东,却在巅峰前抛售,错失万亿市值。如今,他带着AI芯片帝国卷土重来——软 银孙正义,这次能撼动英伟达的霸主地位吗? 六年前,软银清仓英 ...
必知!成为“超级个体”还是沦为“数字佃农”?AI时代生存指南︱重阳Talk Vol.08
重阳投资· 2025-03-20 13:45
Group 1 - The article discusses the revolutionary impact of AI on various sectors, emphasizing that the AI era is approaching rapidly and will influence all aspects of work and life [1][2] - It highlights the concept of "longevity escape velocity," suggesting that advancements in life sciences could allow individuals born after 2000 to live up to 105-110 years, with life expectancy potentially increasing by 3 to 5 years every decade [2][20] - The discussion includes the need for careful investment in technology stocks, focusing on identifying value-creating opportunities amidst rapid industry changes and disruptive innovations [2][41] Group 2 - The article introduces the idea of "sovereign individuals" and "super individuals," indicating that those who can effectively harness AI will thrive, while those who cannot may become "digital serfs" [3][31] - It emphasizes the importance of developing high emotional intelligence skills, such as questioning, judgment, empathy, storytelling, and aesthetic appreciation, to succeed in the AI era [3][36] - The potential for AI to disrupt high-knowledge, low-physical-contact industries, such as legal and financial services, is discussed, while emphasizing that jobs requiring emotional interaction and complex physical skills may be less susceptible to AI replacement [19][23] Group 3 - The article notes that the 21st century is expected to be a compressed century, with AI accelerating advancements in biology and medicine, potentially achieving results that previously took decades in just a few years [16][17] - It discusses the implications of AI on individual work processes, suggesting that workers should integrate AI tools to enhance their value and efficiency [19][40] - The article also addresses the challenges of AI in areas like autonomous driving, highlighting the need for clear legal frameworks and responsibility allocation in case of accidents [21][24] Group 4 - The article presents the concept of "super individuals," who can transcend organizational and national boundaries, leveraging AI and digital assets to create value independently [31][32] - It suggests that the rise of AI may lead to a reorganization of societal structures, moving from nation-states to individual-centric models [33][34] - The article concludes with practical advice for individuals, particularly the younger generation, on developing diverse skills and leveraging AI to enhance their career prospects [35][36]