罗伯·托依斯: AI 的单点故障

AI 的单点故障

AI 专家罗伯·托依斯（Rob Toews）说：“世界上最重要的先进技术几乎全部都是由一家工厂生产的。”他描述了一家台湾公司 TSMC 如何几乎包揽了所有最先进半导体芯片的生产。这项关键技术让一切变得可能，包括手机、电动汽车、下一代人工智能，分析了台湾地缘政治的紧张局势会如何让全球的 AI 领域瘫痪。

Almost every advanced AI chip powering technology today is produced by a single company, TSMC, located just 110 miles from mainland China. If conflict erupts in the region, production could halt overnight, threatening the entire global AI ecosystem. No other company can currently match TSMC’s scale or technical prowess, leaving the world deeply exposed. While efforts are underway to diversify chip manufacturing, true resilience remains years away.