Rohan Paul· @rohanpaul_ai · X·· 2026-06-30AI 评分57
AI 导读
Perplexity CEO Aravind Srinivas 指出，出口管制是前沿模型与开源模型仅存在12个月差距的唯一原因，但这可能反而迫使中国在物理层变得更强。中国在建设数据中心方面拥有显著优势——电力、许可、劳动力和专业知识均不成问题。通过出口管制迫使中国发展这些基础设施，反而可能将其转化为更强大的竞争对手。这解释了为何Anthropic极力游说加强出口管制。
正文 · 原文
AI at scale is constrained by physical inputs, and China has more slack in electricity plus dominant control over several minerals and magnet supply chains that data centres and chips depend on.
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ft .com/content/d9af562c-1d37-41b7-9aa7-a838dce3f571
Aravind Srinivas just explained why China’s open-source AI may become more powerful than ever. And why Anthropic has lobbied very hard for export control. "the only reason why there is even a 12-month gap between open source and frontier models is export controls. But there is a chance that, because of that, they now get really good at the physical layer. One advantage they (China) have is that they can actually build data centers a lot faster. Power is not a problem. Permits are not a problem. People are not a problem. Labor is not a problem. Expertise is not a problem. And so, by forcing them to go out there and build all this, you are converting them into a far more potent competitor." --- From "20VC with Harry Stebbings" YouTube channel (@HarryStebbings ), link in comment在 X 查看被引用的帖子
来源：Rohan Paul · x.com