October 25, according to the "AI Robot Tea House" reported on October 22, chairman and CEO of Innovation Works.Kai-Fu Leerecently expressed his views on the current AI landscape in a private forum:The current AI ecosystem may be becoming "unsustainable.".
In his opinion, at this stage, apart from the graphics card giantsNvidiaWhile other players in the AI field, including application developers and enterprises, are struggling with meager profits, the entire AI ecosystem shows a serious "imbalance".
Kai-Fu Lee noted thatTypically, app developers make more money than hardware providers, however, in the AI space, this pattern has been reversedInstead, it's the underlying infrastructure that makes the most money. This trend is not healthy and may even slow down the pace of AI development.
According to Kai-Fu Lee, historically successful technology ecosystems are those in which application developers make a profit, attract users, and in turn drive infrastructure improvements, thus forming a virtuous cycle. The inverted profit model in AI breaks this "healthy state". Simply put.The AI ecosystem could come to a standstill without more companies profiting from the application layer.
NVIDIA shares soared to a new all-time high on Monday. The stock closed up 4.14% to $143.71, and its total market capitalization broke through the $3.525 trillion (currently about 25.1 trillion yuan) mark, closing in on Apple, which is the world's No. 1 company by market value.
NVIDIA's second fiscal quarter report for fiscal 2025, which ended on July 28, natural year 2024, showed that the company reported second-quarter revenue of $30 billion, an increase of $122.%, and second-quarter net income of $16.599 billion, an increase of $168.%.
Kai-Fu Lee founded the AI company in May 2023 "Zero One EverythingThe company's core team members are from Google, Microsoft, IBM, Baidu, etc. In 2024, Zero2Wonder launched its first closed-source model, Yi-Large, and in May of this year, Zero2Wonder launched its domestic productivity tool, "Wanzhi". In May this year, zero one million things in China launched the productivity tool "Wan Zhi". In August this year, there is news that Li Kaifu founded AI company zero one million things to complete hundreds of millions of dollars in financing, informed sources revealed that this round of financing participants, including an international investment, Southeast Asian consortiums, and many other institutions.