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李彦宏称AI芯片独占价值不健康,呼吁构建倒金字塔生态
Core Insights - The AI industry is undergoing a structural shift from a "pyramid" model to an "inverted pyramid" model, as observed by Baidu's founder, Li Yanhong [1] - In the traditional "pyramid" structure, chip manufacturers capture the core value, while the economic benefits for models and applications decrease significantly as one moves up the layers [1] - This imbalance in value distribution has led to ecological instability in the industry and has raised market concerns about a potential AI bubble [1] - The "inverted pyramid" model suggests that the model industry should create value ten times greater than that of chips, and applications based on these models should achieve a value increase one hundred times that of chips to ensure a sustainable AI ecosystem [1]