Page 90 - the taiwan banker (2024.10.178)
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͑ᚃږፄ







              ͜ၠЍঐ๕೯࢝༟ࣘʕː





                                                                                          撰文：David Stinson



                                                                    ˜ซࠅમ͜ၠЍٙঐ๕޴຅Ѣᗭd™
              ɛ     ʈ౽ᅆ೯࢝ዝ೻ٙ຾᏶ࡡଣdҁΌ                            ஹᚃ௴ͭᅰࡈ৻ଋঐ๕อ௴ʮ̡ٙNew
                    ʔ݊߅ˌʃႭ࢕ซٙԟᅵfᒱ̴್

              ͦۃɽషᅂᚤə௶ਗ̹ఙdШڗɮԸႭԨ                               Waters CapitalੂБڗBill Brownڌͪd˜ঐ
              ʔึᜫɛᗳุ̰f                                         ๕ආɹࣛ݊ɽ֚ਠۜ€Commodityd̈
                  AIٙߠܝՉྼఱ݊༟ࣘʕːfϾɛʈ                            ɹɦ݊ɽ֚ਠۜd̹ఙึࠗԴЫ͑Ⴣڭܵ

              ౽ᅆၾɛᗳॆ͍ᘩنٙ؇ГdԨʔ݊ఱุ                               ௰Эᄆࣸfʘۃ੽ԸӚϞ޶ཀҳ༟ঐ๕ٙ
              ዚึdϾ݊೽ॹ༟๕fᎇഹఊЗ༶ၑϓ͉                               ࣛࡉึ౤Ցᄆ࠽˴ੵfШՑəݔɓ˂ఱܥ
              ʔᓙɨࠥdɛࡁఱึ౤ᅡһε༟๕͜Ը༶                               ್ɽࢻjœۓќd೯࢝ཥ໘ၑɢ͉Ԓఱ݊

              ၑdપ৷༟๕ٙᄆࣸfՉʕɓ၇༟๕ఱ݊                               ɓ၇ᄆ࠽˴ੵf™
              ঐ๕dɛʈ౽ᅆٙ৅ᇖၾ౤ͪேცࠅɽඎ
              ཥɢd༟ࣘʕːٙᓒɽʊ຾ϓމঐ๕ᔷۨ                               需求永恆不滅  供給無法永續

              ٙอ۾উd஢εҳ༟ɛႩމცࠅܔͭอٙ
              ঐ๕ʱৣᅼόdʑঐڗɮၪܵᄆ࠽˴ੵf                                    ɛʈ౽ᅆΝࣛ੽λ఻ࡈࠦΣ۾উՑ




              The scalable value proposition of green
              data centers






                   he economics of AI is very different from the   The growth of data centers is emerging as a new
              Timagination of science fiction writers. It has   threat to the energy transition, and some investors

              already disrupted labor markets, but it will never   are betting that a new energy distribution model
              put humanity out of work on a permanent basis.   will offer a sustainable value proposition.
                  The real competition between AI and humans       “Cleantech is hard,” said Bill Brown,

              however involves scarce resources, not jobs. As   currently CEO of New Waters Capital and a serial
              the  cost  per  unit  of  computation  continuously   entrepreneur in clean  energy. “It's commodity
              declines, more resources will be mobilized,      in - process - commodity out, and you always

              paradoxically increasing their price. One of the   are driven by the commodity markets, it always
              main inputs to AI training and prompting is energy.   has to be the cheapest. And I never saw a value




           90   台灣銀行家    2024.10




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