Whether extreme spend pays off comes down to the ultimate business value of shipped code (e.g. revenue), which most companies still can't measure.
大多数人认为增加AI投入会直接转化为业务价值和收入，但作者指出大多数公司实际上无法衡量AI投入与业务价值之间的直接联系。这与AI投资决策的主流逻辑相悖，质疑了当前AI支出模式的合理性。
3 Matching Annotations
- Last 7 days
-
techcrunch.com techcrunch.com
-
- Apr 2026
-
-
We calculate the aggregate amount of compute (in H100-equivalents) held by Amazon, Google, Meta, Microsoft, and Oracle, as a share of the global total each quarter.
研究采用的H100等效计算方法虽然提供了标准化比较基准，但可能无法完全捕捉不同工作负载下的实际性能差异。这种简化方法在揭示集中趋势的同时，也可能掩盖了AI硬件生态系统的多样性和创新潜力，值得进一步探讨。
-
- May 2020
-
arxiv.org arxiv.org
-
Nguyen, C. T., Saputra, Y. M., Van Huynh, N., Nguyen, N.-T., Khoa, T. V., Tuan, B. M., Nguyen, D. N., Hoang, D. T., Vu, T. X., Dutkiewicz, E., Chatzinotas, S., & Ottersten, B. (2020). Enabling and Emerging Technologies for Social Distancing: A Comprehensive Survey. ArXiv:2005.02816 [Physics]. http://arxiv.org/abs/2005.02816
-