Recently The New York Times reported the following:
The Impending, Inescapable Deluge of A.I. (3/3)
“It’s hard to get your mind around the scale”
The NYT - By Adam Satariano, Paul Mozur, Jacqueline Gu and
Cade Metz - The reporters, based in London, Taipei, New York and San Francisco,
have covered the rise of artificial intelligence for years.
July 29, 2026
(continue from part 2)
The U.S. advantage
As more computing power arrives, American companies are
expected to extend their A.I. lead. Amazon, Google, Microsoft, Meta and Oracle
are projected to spend about $750 billion this year on data centers, chips and
other A.I. infrastructure, up from roughly $400 billion last year, according to
Goldman Sachs.
China, the next closest rival in A.I., is working to close the gap. Chinese companies had roughly 1.16 million H100-equivalent chips at the end of 2025, up from roughly 244,000 at the beginning of 2024, though those figures exclude smuggled chips and other offshore computing resources used by Chinese firms, Epoch AI estimated.
China’s National Energy Administration has estimated the country’s electricity use for data centers will reach the equivalent of around 91 gigawatts by 2030, or about 6 percent of total use, up from 19 gigawatts last year.
China has been hamstrung by export controls and other limits initiated by the United States on A.I. chips and other key technology. To address those hurdles, Beijing has made A.I. infrastructure a national priority. In March, the Chinese Communist Party released a five-year economic strategy that mentioned A.I. more than 50 times and called for building an interconnected network of data centers to create “next generation supercomputing.”
Xi Jinping, China’s president, has positioned China as a counterweight to American tech dominance. “A.I. development should not be a solo performance by a single country, but a symphony of international cooperation,” he said in a recent speech in Shanghai.
China’s top tech companies are building new A.I. chips and data centers. This year, Huawei, ByteDance and Alibaba are expected to spend $111 billion on data centers and other A.I. investments, according to Bernstein Research.
Even with these challenges, Chinese start-ups like Moonshot AI and DeepSeek have built powerful A.I. models. Often given away as “open source” software, which others can freely use and modify, they are growing more popular. Many users regard the Chinese models as good enough, more efficient and cheaper than leading U.S. models.
Still, everyday use of A.I. is limited across China right now because of lack of computing infrastructure, said Jordan Nanos, an analyst at SemiAnalysis.
Mr. Nanos said the U.S. data center lead over China would likely grow over the next four to five years, before China’s domestic chips are produced at scale. After that, China should begin closing the gap.
“The advantage will run out,” he said.
The U.S.-China race threatens to leave the rest of the world behind. France, Germany and other nations are trying to encourage data center construction across the European Union, which has 5 percent of global A.I. computing power, according to a report by A.I. developers and policy experts in the region. Europe has been hampered by electricity and land access, permitting and financing.
In the Persian Gulf, where Saudi Arabia and the United Arab Emirates have pledged billions to build data centers, the war in Iran has affected plans.
Fears that A.I.’s economic gains are unequally spread are growing, with the world potentially splitting between those with the infrastructure to utilize the technology and those without.
“If 75 percent of the compute today is in a few postal codes in the U.S., 12 to 15 percent in China, and 5 percent in the E.U., where does it leave the rest of the world?” said Amandeep Gill, under secretary general at the United Nations who is the special envoy on tech issues.
The accelerating A.I. loop
To those in the A.I. industry, adding huge data centers is
akin to outfitting a car with a jet engine.
Signs of that acceleration are already here. Uber, PepsiCo and Walmart are increasingly turning work over to A.I. “agents,” the bots that can perform a growing list of multistep tasks like coding, compiling research reports, handling customer support and reading and responding to emails.
With more computing power, agents can take on more responsibilities, said Google’s Dr. Dean, who has worked in A.I. research for more than 30 years. He envisioned a scientist asking hundreds of A.I. agents to autonomously devise and test various hypotheses in biological research and then taking the best leads to build off.
Under at least one new assessment, the Remote Labor Index, A.I. models have become increasingly capable. The test examines their ability to do common freelance tasks, like building a mobile video game. In October, leading models completed 2.5 percent of tasks. By July, Anthropic’s Fable A.I. model completed 16 percent.
These jumps in abilities have economists warning about major changes to the labor market.
“There’s going to be millions of jobs destroyed, millions of jobs created,” said Erik Brynjolfsson, an economist who is the director of Stanford University’s Digital Economy Lab. “That’s going to be very difficult. Even if new jobs are created, they’re not the same jobs.”
Leading A.I. labs are continuing to race ahead. One long-sought breakthrough, called recursive self improvement, would allow A.I. to speed its own progress with little or no help from human developers. An A.I. model would essentially help build the next version of itself.
Google is already exploring various kinds of self-improvement tools. A process that once involved dozens of A.I. researchers testing hundreds of ideas could eventually be turned over to thousands of “very tiny models,” which come up with ideas on their own, Dr. Dean said.
With more computing power coming, “you can fully automate the loop,” he said. “We are at the beginning stages.”
Translation
即將來臨、無法逃避的人工智能洪流(3/3)
“其規模之大令人難以置信”
(上接第二部分)
美國的優勢
隨著運算能力的不斷提升,美國公司預計將進一步擴大在人工智能領域的領先優勢。根據高盛預測,亞馬遜、Google、微軟、Meta和甲骨文今年將在數據庫、晶片和其他人工智能基礎設施投入約7,500億美元,高於去年的約4,000億美元。
中國作為人工智能領域最接近的競爭對手,正努力縮小差距。根據Epoch AI估計,到2025年底,中國企業擁有的H100晶片數量約為116萬顆,高於2024年初的約24. 4萬顆。不過,這些數字不包括走私晶片以及中國企業使用的其他境外運算資源。
中國國家能源局估計,2030年,中國數據庫的用電量將達到約91吉瓦,約佔總用電量的6%,高於去年的19吉瓦。
美國對人工智能晶片和其他關鍵技術實施的出口管制和其他限制措施一直束縛著中國的發展。為了克服這些障礙,北京已將人工智能基礎設施建設列為國家優先事項。今年3月,中國共產黨發佈了一項五年經濟戰略,其中50多次提及人工智能,並呼籲建立互聯互通的數據庫網絡,以打造「下一代超級運算」。
中國國家主席習近平將中國定位為制衡美國科技主導地位的力量。他在最近於上海發表的演講中表示:“人工智能發展不應是任何一個國家的獨腳戲,而應是國際合作的交響樂。”
中國頂尖科技公司正在研發新型人工智能晶片和數據庫。根據Bernstein Research預測,華為、字節跳動和阿里巴巴今年預計將在數據庫和其他人工智能投資方面投入1,110億美元。
中國即便面臨這些挑戰,月之暗面(Moonshot AI)和DeepSeek這樣的中國初創公司仍然開發了強大的人工智能模型。這些模型通常以「開源」軟體的形式發佈,允許他人免費使用和修改,因此越來越受歡迎。許多用戶認為,中國開發的人工智能模型性能足夠好,比美國領先的模型更有效率、更便宜。
不過,SemiAnalysis分析師Jordan Nanos表示,由於運算基礎設施不足,目前人工智能在中國的日常應用仍然有限。
Nanos先生表示,在未來四到五年內,美國在數據庫領域的領先優勢可能會繼續擴大,直到中國國產晶片實現規模化生產。此後,中國應該會開始縮小差距。
他說「這種優勢終將消失」。
中美競賽有可能將世界其他國家遠遠拋離。法國、德國和其他國家正努力鼓勵在歐盟範圍內建造數據庫。根據該地區人工智能開發人員和政策專家的報告,歐盟擁有全球5%的人工智能運算能力。然而,電力和土地取得、許可審批和融資等方面的障礙阻礙了歐洲的數據庫建設。
在波斯灣地區,沙地阿拉伯和阿聯酋已承諾投入數十億美元建造數據庫,但伊朗戰爭影響了相關計劃。
人們越來越擔心人工智能帶來的經濟效益分配不均,世界可能會分裂為擁有利用這項技術的基礎設施的國家和缺乏基礎設施的國家。
聯合國副秘書長兼技術問題特使Amandeep Gill說道:「如果今天75%的運算能力集中在美國少數幾個郵遞區號區域,12%到15%在中國,5%在歐盟,那麼世界其他地區又該何去何從呢?」
人工智能加速發展的循環
對人工智能產業人士來說,增建大型數據庫就好比給汽車裝上噴射引擎。
這種加速發展的跡像已經顯現。優步、百事可樂和沃爾瑪等公司正越來越多地將工作交給人工智能“代理”,這些機器人可以執行越來越多的多步驟任務,例如編寫程式碼、撰寫研究報告、處理客戶支援以及閱讀和回覆電子郵件。
谷歌的Dean博士在人工智能研究領域工作了30多年,他表示,隨著運算能力的提升,代理可以承擔更多責任。他設想,一位科學家可以向數百個人工智能發出請求。人工智能體能夠自主地設計並測試生物學研究中的各種假設,然後選擇最佳線索並以此為基礎進行拓展。
至少在一項名為「遠距勞動指數」的新評估中,人工智能模型的能力日益增強。該測試考察了它們完成常見自由職業任務的能力,例如開發手機遊戲。
10月份,領先的模型完成了2.5%的任務。而到了7月份,Anthropic公司的Fable人工智能模式已經完成了16%的任務。
這些能力的飛躍引發了經濟學家擔憂勞動市場即將發生的重大變化。
史丹佛大學數位經濟實驗室主任、經濟學家Erik Brynjolfsson表示:「數百萬個工作崗位將會消失,同時也會有數百萬個工作機會被創造出來」;「情况會非常困難。即使創造了新的工作崗位,它們也與之前的崗位截然不同」。
領先的人工智能實驗室正持續高速發展。一項名為「遞歸自我改善」(recursive self-improvement) 的突破性技術,有望讓人工智能在幾乎無需人類開發者幫助的情況下加速自身發展。人工智能模型本質上能夠幫助建構自身的下一個版本。
谷歌已經在探索各種自我改進工具。Dean博士表示,過去需要數十名人工智能研究人員測試數百個想法的過程,最終可能會交給數千個「微型模型」來完成,這些模型能夠自主想出方法。
隨著運算能力的提升,他說:「你可以完全自動化這個循環」; 「我們目前還處於起步階段」。
So, the performance of artificial
intelligence keeps getting more and more eye-catching. Last week, two A.I. systems under testing went
rogue and hacked into a company’s database. In American hundreds of major data
centers are now under construction and will be operational in the coming years.
They are set to develop A.I. that has no equal in the history of the technology
industry. The U.S.-China AI race is leaving the rest of the world behind. Apparently,
millions of jobs will be destroyed and millions of jobs will be created eventually.
Note:
1. Moonshot
AI (月之暗面) is one of China's top Artificial
General Intelligence (AGI) startups. The Chinese name was inspired by the
founder's love for Pink Floyd's famous album, while the English name
"Moonshot" signifies their dedication to high-difficulty technological
exploration. (Google search)
2. Recursive
self-improvement (遞歸自我改善) - In the
context of artificial intelligence and machine learning, it refers to the
ability of a system to improve its own algorithms and performance through
iterative cycles of enhancement, potentially leading to rapid advancements
beyond human capabilities. (Google search)