ai领导者面临关键供应链与能源限制
五位ai領導者在米肯全球會議上承認行業面臨關鍵瓶頸。asml首席執行官christophe fouquet預測芯片短缺將持續長達五年。谷歌雲首席商務官francis desouza確認公司正在探索軌道數據中心以解決迫在眉睫的能源約束。
Key figures from across the AI supply chain met at the Milken Global Conference to discuss the physical limits constraining the industry's growth. ASML CEO Christophe Fouquet stated that the market will remain supply-constrained for the next two to five years despite accelerated manufacturing, while Google Cloud COO Francis deSouza cited a massive revenue backlog that jumped to $460 billion last quarter.
DeSouza confirmed that Google is actively investigating data centers in space to access more abundant energy, though radiation cooling presents significant engineering challenges. Qasar Younis of Applied Intuition noted that physical AI requires real-world data collection, not just simulation, identifying it as a separate bottleneck from silicon shortages.