GoogleDeepMind Chief Strategy Officer: Hundreds of Billions in AI Industry CAPEX Is "Humanity's Biggest Scientific Bet," Core Bet Is on "Recursive Self-Improvement"
Jasjeet Sekhon, Chief Strategy Officer at Google DeepMind, stated at the Agentic AI Summit at UC Berkeley on August 3 that the AI industry's current massive capital expenditure (such as Google's approximately $200 billion investment this year in AI data centers and related equipment) is "the largest scientific bet in human civilization's history." The core investment logic, he explained, is to bet on AI achieving "recursive self-improvement" (RSI). He pointed out that RSI, where AI can automatically create better versions of itself, is considered the next major milestone after Artificial General Intelligence (AGI). DeepMind researcher Oriol Vinyals and OpenAI co-founder Wojciech Zaremba, at the same summit, predicted that RSI might be achieved between 2027 and 2028. Sekhon also admitted that AI's current revenue "is not yet sufficient to support" the current scale of capital expenditure, and the industry faces the risk of entering a market vacuum.
Source:华尔街见闻 · Source Link
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