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Goldman Sachs: World Model May Become New Engine for Future AI Infrastructure, Adding New Computing Demands

MarsBitNews
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Mars Finance News, Goldman Sachs stated in its latest report that the "world model" could become the second engine for future AI infrastructure demand. Unlike large language models that primarily process text and images, world models attempt to understand causal relationships in physical and social systems, such as simulating friction, material behavior, supply chain reactions, policy shocks, or corporate competitive strategies. Physical world models will underpin robotics, logistics, autonomous driving, and industrial design; social world models may be used for strategic deduction, investment decisions, governance stress tests, and policy scenario analysis. Goldman Sachs believes that world models will not replace large language models but will add new computing demands. If their development speed exceeds expectations, current investment forecasts around computing power and electricity may still be too low. (Cailianshe)
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