Masayoshi Son predicts that artificial superintelligence, expected to be 10,000 times smarter than humans, could emerge in about ten years, but requires massive investments.
Son estimates achieving AI's potential will demand 400GW of datacenter power and 200 million chips, with a cumulative investment of $9 trillion seen as a reasonable capex.
While forecasting substantial annual benefits from super AI, Son acknowledges the obstacles of power and funding it brings, indicating a cautious optimism about its future.
Son has revised his prediction on the timeline for super AI from three to five years to about a decade, emphasizing Nvidia's undervaluation as a beneficiary.
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