Name: 觀看 CNBC 完整專訪 OpenAI CEO Sam Altman 印度 AI 峰會全程！ (Watch CNBC's full interview with OpenAI CEO Sam Altman from the India AI Summit)
Uploaded: 2026-02-20T01:56:50.000Z
Duration: 7 min 39 s

to 不定詞

Codex is the fastest growing Codex market in the world now too.

Codex 現在也是全球成長最快的 Codex 市場。

But the energy here and what people are building is, is remarkable.

但這裡的活力以及大家正在建構的東西，真的很了不起。

And in terms of the potential of this market, I know you've got the GO plan here, a low cost plan.

談到這個市場的潛力，我知道你們這裡有 GO 方案，一個低成本的方案。

How do you plan to sort of monetize people in this market as well as you continue to expand here?

你們打算如何在這個市場上賺取人們的錢，同時繼續擴張呢？

Go is one thing that we're, we really designed with India in mind as a market that clearly needed it.

Go 是我們特別為印度這個明顯有需求的市場設計的。

And the enterprise adoption I think will be another very strong angle in terms of the infrastructure front.

我認為企業採用也會是基礎設施方面一個非常強勁的切入點。

You have this partnership with Tata as well and the data center also wanted to get your take on what the plans are for Stargate in the India market.

你們也和 Tata 有合作關係，而且數據中心方面，我也想聽聽你們對 Stargate 在印度市場的計畫有什麼看法。

I think we had the IT minister this week speaking, saying it's happening.

我覺得這週 IT 部長有說，說這正在發生。

你們可以跟我們分享一下這方面的最新消息嗎？

We are working as hard and as fast as we can to build efficient infrastructure in India to serve the market here.

我們正盡我們所能地快速建立有效率的基礎設施，來服務這裡的市場。

I don't know the exact timelines on every project, but the country here is motivated to build fast.

我不確定每個專案的確切時間表，但這個國家很有動力快速發展。

Do you think we'll get something this year?

On terms of AI competition, we know it's intense, there's a ton of players and there's a lot of competition on the frontier at this point.

談到 AI 競爭，我們知道這很激烈，有很多參與者，而且在這個階段前沿競爭非常激烈。

Last year you issued this, this code red around the competition.

去年你們發布了這個，這個關於競爭的紅色警報。

Do you feel you're in a much better place now than you were say.

你覺得現在的狀況比去年差不多那時候好很多嗎？

ChatGPT has been growing very strongly and I feel great about the current models, the upcoming models.

ChatGPT 的成長非常強勁，我對目前的模型和即將推出的模型都感到很興奮。

It's been very fun to see the momentum with Codex as a new product like ChatGPT is great but you know, always expected that to do well.

看到 Codex 這個新產品的發展動能很有趣，就像 ChatGPT 一樣很棒，但你知道，我們一直都預期它會表現得很好。

The strength of Codex winning the coding market has been a new and really fun thing to watch.

Codex 在程式設計領域贏得市場的強勁表現，是個令人耳目一新且非常有趣的現象。

And in the Enterprise specifically, I mean you go up there against Anthropic, for example, the competition.

尤其是在企業市場，我的意思是，你們要面對像 Anthropic 這樣的競爭對手。

Are you managing to gain customers co work?

There was a big deal made out of that, yeah.

這件事引起了很大的關注，對。

I think most of the enterprise momentum right now is still honestly around coding.

我認為目前企業市場的動能，老實說，主要還是圍繞在程式設計。

But I hope and expect that over this coming year we'll start to see it for knowledge work more generally.

但我希望也預期在接下來這一年，我們會開始看到它在更廣泛的知識工作上有所應用。

When you start to think about revenue as well ads, this is a new area, you've only just started them.

當你開始考慮營收，像是廣告，這是一個新的領域，你們才剛開始。

What has been the initial feedback so far?

到目前為止，最初的反應怎麼樣？

So it's super early and I always hesitate to talk when something's this early.

所以現在還非常早期，東西這麼早期的時候，我總是會有點猶豫要不要多說。

But the Anecdotally the feedback has been pretty positive.

但聽說大家的反應都還蠻正面的。

I think we still have some work through to figure out the exact ad format that's going to work the best, but

我想我們還有一些工作要做，來找出最適合的廣告格式，但

people are like, oh, this is like, you know, a cool thing.

大家會覺得，喔，這個東西很酷。

The, the ads that I have personally liked the most in recent years from tech have been sort of Instagram style ads where you discover something new that you might really like and otherwise wouldn't have known about.

我個人近年來最喜歡的科技廣告，大概是那種 Instagram 風格的廣告，你會發現一些你可能真的很喜歡但 otherwise 就不會知道的新東西。

I think we've got a real opportunity to push in that direction with ads and chatgpt.

我認為我們有很大的機會，在廣告和 ChatGPT 這方面朝這個方向努力。

When you say there's some stuff to figure out, what are the things that you hope to make improvements on?

當你說還有一些東西要弄清楚，你希望在哪些方面做改進呢？

Oh, we're still just like testing very different formats.

嗯，我們還在測試很多不同的格式。

You know where and how should an ad show up like that kind of tactical stuff.

你知道廣告應該在哪裡、如何出現，這類戰術性的東西。

how much are you thinking about taking this to other markets outside the US eventually we want to, but

你們在多大程度上考慮將來把這個推廣到美國以外的市場，我們最終是想的，但是

Another big potential new revenue driver in the future for you, Sam, is around hardware and you've got Jony, I've on the team.

對你來說，Sam，未來另一個潛在的重大營收來源是硬體，你們團隊有 Jony。

Is there anything you can tease out at this point around what you're working on?

你現在有什麼可以透露的，關於你們正在做什麼嗎？

One of the powerful things about AI is how much context it can handle and an AI that, and

AI 的強大之處之一在於它能處理多少上下文，而一個 AI，

we see a little bit of this with open call.

我們在開放徵募中看到了一點點。

An AI that can get to know more and more about you, can give you better and better products and services and we'd like to build a hardware that can do that very well in the virtual and the physical world, not a smartphone.

一個越來越瞭解你的 AI，能提供你越來越好的產品和服務，我們想打造一個能在虛擬和實體世界中做得很好的硬體，不是智慧型手機。

The other part, the hardware equation as well is semiconductors.

另一部分，硬體方程式也是半導體。

Incredibly important part of the data center, incredibly important part of what you do in terms of training and inference, etc.

資料中心極其重要的部分，也是你在訓練和推論等方面極其重要的部分。

Semiconductors, an area I believe you are investing in and trying to figure out your own kind of product.

半導體，我相信你們正在投資並試圖找出自己產品的領域。

Is this going to be something you can train on?

As well as inference, we will have a rich portfolio of semiconductor approaches.

以及推論，我們將擁有豐富的半導體方法組合。

We will partner with, you know, the sort of giants of the field like Nvidia will partner with newer startups in areas like fast inference like Cerebras.

我們將與像 Nvidia 這樣的業界巨頭合作，並與像 Cerebras 這樣專注於快速推論的新創公司合作。

我們也會推出自己的推論晶片。

We, we expect this to have this to need more of a portfolio of solutions than maybe we initially thought.

我們預期這會需要比我們最初想像的更多樣化的解決方案組合。

But we're very excited with our own work.

但我們對自己的工作感到非常興奮。

So we're not talking just one kind of process like a tape like Google's gone with the tpu.

所以我們不是隻談一種像 Google 的 TPU 那樣的製程。

We're talking potentially a multiple portfolio of semiconductors out of open Air.

我們談的是 open Air 中潛在的多樣化半導體組合。

They also buy Nvidia chips and some others too.

他們也購買 Nvidia 的晶片和其他一些。

And I think you should expect the same from us.

我認為你也可以對我們有同樣的期待。

I know you're currently undergoing potentially more than $100 billion round at this point.

我知道你目前可能正在進行超過 1000 億美元的融資。

If I were, as you know legally I would not be allowed to talk about that.

如果我能說，你知道法律上我不能談論那些。

Just in terms of financing though, there has been a lot of concern about the way artificial intelligence has been being financed.

光是融資這塊，大家對人工智慧的資金來源一直很關注。

Terms like circular financing have been thrown around vendor financing as well.

像是循環融資、供應商融資這些詞也都被提出來了。

Giving the fact that you buy chips from Nvidia invested in you as well.

考量到你們也買了 Nvidia 的晶片，他們也投資了你們。

There is also concern that if there is a failure at some point in this chain, this could have knock on effects on companies like OpenAI.

大家也擔心，如果這條鏈的某個環節出了問題，可能會對像 OpenAI 這樣的公司產生連鎖效應。

I don't agree with the first part of the concern.

New revenue has got to come into the system.

系統裡必須要有新的營收進來。

Like people can invest in each other and buy each other stuff, whatever, but

像是大家可以互相投資，買彼此的東西， whatever，但是

if there's not new revenue coming in, that's when you get into there's like nothing here.

如果沒有新的營收進來，就會變成這裡什麼都沒有了。

But revenue is growing so fast, not just for us but the whole ecosystem that there's like a massive amount of revenue coming in to support all of this infrastructure.

但營收成長非常快，不只我們，整個生態系都是，有大量的營收進來支持這些基礎設施。

So I don't worry about that part in terms of any one layer of the stack failing would cause some real knock on effects and it's sort of like a very tight supply chain right now.

所以我不太擔心堆疊的任何一層失效會造成連鎖效應，現在就像一個非常緊密的供應鏈。

I do worry about that in terms of not being able to get access to certain technologies I chips if.

我確實擔心的是，如果無法取得某些技術，像是晶片。

The other part of the concerns, some have criticized the valuation opening high has got and said well you know there's intense competition.

另外一個擔憂是，有些人批評了估值開得很高，說你知道競爭很激烈。

We've seen things like the deep seat moment can disrupt markets as well.

我們也看到像深度學習這種東西也會擾亂市場。

Your valuation do you think is justified?

That's like up to a market to decide that?

And the path to profitability eventually.

那 Open Air 的獲利之路會是什麼樣子？

We are growing at an extremely fast rate right now.

I think as long as we can have reasonable unit economics we should focus on continuing to grow faster and faster and we'll get profitable when we think we when we think it makes sense.

我覺得只要我們的單位經濟效益合理，就應該專注於持續加速成長，等到我們覺得時機成熟時就會獲利。

Sam，關於中國，最後簡單問一下。

We had an analyst on CNBC the other day saying the China tech tech shock is just getting started that in five to 10 years time most of the world could be running on the China tech stack.

前幾天有位分析師在 CNBC 上說，中國科技的衝擊才剛開始，未來五到十年，世界上大部分地方可能都會採用中國的科技堆疊。

Demis Hassabis was speaking to me very recently saying China is just months behind in terms of its ability to bring out models.

Demis Hassabis 最近跟我說，中國在推出模型的技術上，只落後幾個月。

Just in the last two weeks, we've seen a ton of interesting models out of China on video, on physical AI.

就在過去兩週，我們看到中國在影片、實體 AI 方面推出了好多有趣的 model。