# 前 Google CEO Eric Schmidt：AI 将先撞上资金墙而非电力墙

- 来源：Rohan Paul (@rohanpaul_ai)
- 发布时间：2026-09-11 06:31
- AIHOT 分数：56
- AIHOT 链接：https://aihot.news/items/cmtw41zbi086mro4v0ptg9hwx
- 原文链接：https://x.com/rohanpaul_ai/status/2098177631133032686

## AI 摘要

前 Google CEO Eric Schmidt 称 AI 的真正限制不是能源而是资金，按每吉瓦约 500 亿美元计算，10 吉瓦就需约 5000 亿美元，能承担万亿美元级资本投入的公司和国家极少。他表示中国有能力做到，而美国凭借资本市场可以借到这笔钱，欧洲则难以做到。完整视频来自 Special Competitive Studies Project 的 YouTube 频道。

## 正文

Ex Google CEO, Dr. Eric Schmidt: AI may hit a money wall before it hits a power wall.

Perf per watt had a good run. At 6%, a trillion in debt costs $60B a year.

"The real limit to AI is not energy; it is actually cash. When you add up the cost of these things, if you take round numbers, say $50 bn per gigawatt, then 10 gigawatts is half a trillion dollars.

How many companies, countries, and so forth can hand an industry a trillion dollars of capital? Very, very few. The Chinese could certainly do it. I do not know if they are doing it, but I am going to try to find out.

In America, there are people who hope that is going to happen. It is interesting that you can finance these things because the brilliance of the American capital market allows us to borrow that kind of money. For example, the Europeans cannot do this, which they are sort of sore about."

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Full video from 'Special Competitive Studies Project' YT channel ( link in comment)