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Clay Magouyrk Oracle · 联席 CEO
出处 ↗

Magouyrk认为AI算力扩张的真正约束是内存和晶圆产能，而非电力供应。

世界上的内存是有限的，晶圆产能也是有限的。我认为那些花时间研究有多少电力上线的人没抓住重点。看内存产量和制造产能，才更能说明能部署多少算力，因为没有芯片就不需要电力。
原文 (en) There is only so much memory in the world. There is only so much wafer fab. I think everybody who spends time thinking about how much power is coming online is missing the point. I think you can actually look at how much memory is being produced and how much fabrication capacity is, and that is a much clearer sample of how much you could put in, because we do not need power without chips.

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Clay Magouyrk 近期的其他言论

出处 ↗

Magouyrk 称 AI 并非制造新漏洞，而是更快找出系统中积累数十年的既有缺陷。

Clay Magouyrk称，AI正在帮助识别过去数十年累积下来的安全问题。换言之，AI并不是在制造新的漏洞，而是在更快找出原本就隐藏在系统中的缺陷。
出处 ↗

Magouyrk 称把 Snowflake 作为原生 OCI 服务可扩大客户选择并简化部署与付费。

通过让 Snowflake 成为原生 OCI 服务，我们让客户在可用的 AI 和数据能力上有更多选择，同时简化这些服务的部署、管理和付费方式。
原文 (en) By making Snowflake available as a native OCI service, we’re giving customers more choice in the AI and data capabilities they can use, while simplifying how they deploy, manage, and pay for those services.
出处 ↗

Magouyrk 称 Oracle Media Fabric 用 AI 把内容创作与流媒体整合到整个制作和分发流程中。

内容创作和向观众分发过去是分开的流程。借助 Oracle Media Fabric，我们把内容创作与流媒体结合起来，在整个制作和分发流程中使用 AI。
原文 (en) Creating content and delivering it to viewers were separate processes. With Oracle Media Fabric, we’re bringing content creation and streaming together, using AI across the entire production and distribution workflow.
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Magouyrk称如此规模的数据中心建设本来就复杂，延误属正常现象，不必惊慌。

如此规模的大型建设项目本来就很复杂，任何在进入这类项目时不预设其复杂性的人，都大错特错。
原文 (en) Building large construction projects of this scope is complicated, and I think anyone that goes into those projects without assuming that they're going to be complicated is sadly mistaken.
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Magouyrk认为未来三到五年内GPU不会出现供过于求。

人们会问：“如果我们造出的GPU远超需求怎么办？”我完全不这么看。至少在我有把握判断的未来三到五年内，我不认为会发生。
原文 (en) People are like, ‘But what if somehow we are able to build just so many more GPUs than there is demand for?’. I just do not see that. Not for the timeline that I feel like I can confidently have some perspective on over the next three to five years. I do not see it happening.