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2026-10-27

腾讯新闻 · AI频道22:13

Lex Fridman Podcast Deep Dive | What’s Left for Mathematicians in the Age of AI?

This episode of Lex Fridman was divided into 13 topics. The guests were three: Steven Brunton, who researches fluid dynamics at the University of Washington; Ankur Moitra, who works on theoretical computer science at MIT; and Alex Kontorovich, who studies number theory and Lean at Rutgers University. The video discussed the Navier–Stokes equations, the Riemann hypothesis, and computational complexity theory, prompted by AI’s claims—within just a few weeks—to have solved long-standing open problems in each of these fields. Drawing on their respective areas of expertise, the three mathematicians dissected...

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腾讯新闻 · AI频道16:23

Neocloud: This wall on the verge of collapse—Jensen Huang is propping it up, while Musk is pushing it down.

Jensen Huang is still struggling to prop up the Neocloud wall, while Musk has already predicted its collapse. The first domino in the AI bubble may well be among these companies. On October 25, Musk issued a warning on X: in recent weeks, the debt markets have virtually stopped extending financing to firms that lack substantial revenue streams beyond their AI data centers. He forecast that more than 200 Neocloud players will face “guppy‑level” deaths and consolidation, with only a handful ultimately surviving. Yet just three days earlier, NVIDIA CEO Jensen Huang offered a nearly opposite assessment. On October 22, during an interview with CNBC, Huang insisted that demand for Neocloud computing power remains extremely robust; the real bottleneck is insufficient working capital, and funding challenges will eventually be resolved. Both men remain optimistic about the demand for AI compute, but they differ sharply on how to manage the business of renting out computing power...

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