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a16z· @a16z · X·· 20 天前AI 评分51
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a16z 发布一张图,主题为算力稀缺,指出旧 GPU 正在变成升值的资产。图中引用 Nathan Lambert 的说法:中国实验室人才储备与美国相当,但更缺算力,中国研究者听闻 OpenAI 平均研究员可随时调用约 5000 个 H100 等效算力时反应惊讶。

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Compute scarcity, in one chart

Old GPUs are turning into appreciating assets

引用a16z@a16z
Nathan Lambert of @trillium_labs says Chinese AI researchers' jaws drop to the floor when he tells them how much compute OpenAI has: "The Chinese labs are very technically excellent. They are more compute-starved." "Without a doubt, they have a comparable talent pool to draw on... To say that China is anything but equal on talent, you're gonna have a hard time because they just have so many people being trained at such a high level." "What they don't have is compute." "You talk to people there, and you're like, 'Oh, I heard an average OpenAI researcher has five thousand H100 equivalents that they can access at any time,' and like their jaw just falls to the floor. They're just like, 'I can't comprehend.'" @natolambert @lishali88
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来源:a16z · x.com