Transcript:
Caroline Woods: Well, you say that we’re in act one of I right now. What can we expect in act two? What do we need to do to prepare for that?
Maja Vujinovic: Yeah so act one when I referred to that I think it’s infrastructure, right. It’s solid infrastructure, electricity chips. Right everything that we’re seeing now and what we’ve seen within Nvidia, I think, act two is applications. If in the next 5 to 10 years, we start to see AGI, then that act 2nd may start to see some bad actors through those applications. Because remember, a lot of the AI is trained on real data, but it’s also trained on synthetic data, and synthetic data can be manipulated. I’m not an expert in synthetic data, but from the basic understanding, in act two you could have a lo t of bad actors.
Caroline And I think there are other issues in regarding AI really picking up steam. And one of those is just, do we have the power to support all of these, you know, all of this technology and do we have a way to support…all this technology.
Maja Yeah, it’s one of the most important questions you ask. And I think every single TV channel should be asking this question about electricity. What we’ve seen in the last couple of days with the fight with China and minerals and all of that, you know, we should be doing the same around electricity. There should be really a large awakening around how much electricity we need for AI. Just in the next year or two, we are going to need as much as a whole New York City be put on a grid. That’s how much electricity we would need just for the US consumption in AI. And so globally, that’s a lot more as well. And so I think we need to be. And I think this administration, by the way, has done an incredible job of focusing on that right or wrong in many people’s eyes, depending on which take you you align with. But I believe that we should be pushing on electricity development all the way. And I think they’ve been correct when it comes to that.
Caroline Woods: Is that even possible, though, putting a whole New York City on a grid in the next one to two years?
Maja Vujinovic: Yes, but it’s extremely fragmented. I think it is possible, but our US grid is fragmented, our infrastructure is fragmented. And I think if I was anybody in AI space and looking to invest, and I think you’ve also seen in the last know, four or five days, there’s been a lot of discussion of are we an AI bubble. Are we over investing in AI. And I said it the other day on CNBC. Depends what you’re investing in. If you’re investing in infrastructure then you need to be doubling down on that. If you’re investing in applications that actually are backed by infrastructure, real utility, real impact, that you need to double down on that we are in the real race with China. There is it’s not any more a question. And I think when people come and say, well, you know, us will win in culture and US dollar is dominant. I think we live in a bit of an illusion. You know, there is us and there’s China, and then there is China with the rest of the world, and there’s us kind of on its own. And so I think we need to start thinking about it that way.
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