来自东京的问候。关于人工智能的辩论日益激烈，这项技术可能成为人类最伟大的工具，也可能成为最致命的武器。近几个月来，一系列涉及美国本土巨头的 AI 事件引发了人们对人类失去对新技术控制的担忧。OpenAI 首席战略官在周二于悉尼的讲话中承认，公司未能充分应对其 AI 对澳大利亚政府系统的未经授权的访问尝试。OpenAI 和 Anthropic 的领导人也开始主张应放慢 AI 开发的速度，以确保安全。想了解 AI 开发是否真的可以放慢，请收听《日经亚洲》Tech Latest 播客。
Hello from Tokyo. The debate over artificial intelligence, a technology that could become either humanity's greatest tool or its greatest weapon, is intensifying. In recent months, a series of AI incidents involving U.S.-based giants in the sector has raised concerns that humans are losing control of the new tech. Speaking in Sydney on Tuesday, OpenAI's chief strategy officer acknowledged that the company had not responded adequately to an unauthorized attempt by its AI to access Australian government systems. Leaders at OpenAI and Anthropic have also begun arguing that the pace of AI development should be slowed to ensure safety. For more on whether AI development can, in fact, be slowed down, check out Nikkei Asia's Tech Latest podcast What sets the AI revolution apart from previous big waves of tech innovation is how rapidly it's evolving.
AI 革命与以往大型技术创新浪潮的不同之处在于其演进速度之快。个人电脑、互联网和智能手机等改变世界的技术，至少用了十多年才让亚洲乃至全球人民受益。而生成式 AI 则截然不同，自 2022 年 11 月 ChatGPT 推出以来，短短不到四年便在全球蔓延。更甚的是，AI 正以超高速持续进步，前线开发者甚至都难以保持控制。
Technologies that transformed the world, such as personal computers, the internet and smartphones, took at least more than a decade for their benefits to reach people across Asia and the rest of the globe. Generative AI, by contrast, has spread worldwide in less than four years since ChatGPT debuted in November 2022. Moreover, AI continues to advance at a super-fast pace, to the point where even developers on the front lines are struggling to maintain control.
鉴于这种明显失控的节奏，全球各国政府在如何监管方面显得力不从心也就不足为奇。正如 Anthropic CEO 达里奥·阿莫迪在最近的博客文章中所论，AI 开发需要放慢。
Given the apparent out-of-control pace, it's not surprising that governments around the world are struggling to keep up with how to regulate it. As Anthropic CEO Dario Amodei recently argued in a blog post, AI development needs to slow down.
然而，要在炙热的 AI 赛跑中踩刹车极其困难。虽然美国科技领袖中呼吁克制的声音日益增多，但中国的 AI 公司仍在不断发布日益复杂的模型。由于 AI 正迅速成为军事应用的基础技术，放慢其发展也可能改变美中之间的力量平衡。
Yet hitting the brakes on the burning-hot AI race is extremely difficult. While calls for restraint are gaining traction among U.S. tech leaders, Chinese AI companies keep releasing increasingly sophisticated models. Since AI is rapidly becoming a foundational technology for military applications, slowing its development could also alter the power balance between the U.S. and China.
人们对人工智能基础设施巨大的电力和水资源消耗日益担忧。全球各地的公民已发起反对新建数据中心的运动，公众的反对声音也愈发强烈。在11月美国中期选举前夕，数据中心的监管问题也已成为一项关键的选举议题。
Concerns are growing over the enormous electricity and water consumption of AI infrastructure. Citizens worldwide have launched campaigns against new data center projects, and public opposition is growing louder. Data center regulation has also emerged as a key election issue ahead of the U.S. midterm elections in November.
与此同时，亚洲各大科技公司，如台湾芯片巨头台积电和韩国三星电子，仍对人工智能投资热潮持乐观态度。周三，澳大利亚数据中心运营商AirTrunk的首席执行官告诉《日经亚洲》，该公司计划将其在日本的数据中心总投资额扩大至原来的三倍。
Meanwhile, major tech companies across Asia, such as Taiwanese chip giant TSMC and South Korea's Samsung Electronics remain optimistic about the AI investment boom. On Wednesday, the CEO of Australian data center operator AirTrunk told Nikkei Asia that the company plans to triple its total data center investment in Japan.
如今，人工智能热潮已成为全球经济的最大单一驱动力。如果对其可持续性的担忧持续蔓延并引发市场调整，许多亚洲公司和投资者可能会面临重大风险。问题在于，这场由巨额风险资本驱动、并以人类前所未有的速度扩张的人工智能热潮，能否实现软着陆。请持续关注《日经亚洲》的科技报道，我们将继续追踪这一关键事件。推荐阅读
Today, the AI boom is the single biggest driver of the global economy. If concerns about its sustainability continue to spread and trigger a market correction, many Asian companies and investors could face significant risks. The question is whether the AI boom -- fueled by astronomical amounts of risk capital and expanding at a pace unlike anything humanity has experienced before -- can land softly. Please stay tuned to Nikkei Asia's tech coverage as we continue to follow this crucial story. My suggested reads
- 北京收紧海外资产转移规则并全面修订离岸信托税收政策，已促使新加坡的律师、顾问甚至议员质疑，这个东南亚国家能在多大程度上继续吸引中国家族办公室的资产。此外，有数据显示，2023年至2025年间，香港新设的单一家族办公室数量超过了新加坡，这进一步加剧了相关担忧。
- Beijing's tightening of rules on moving assets overseas and its overhaul of tax rules on offshore trusts have prompted lawyers, consultants and even parliamentarians in Singapore to question the extent to which the Southeast Asian country will be able to continue to attract the assets of Chinese family offices Adding to the concerns is data suggesting that Hong Kong had, from 2023 to 2025, witnessed the creation of more single-family offices than Singapore.
缅甸的住宅房地产市场自2021年军方夺权以来蓬勃发展：世界银行发现房价已上涨四倍。年通胀率高达24%，严格的进口管制、外汇稀缺、广泛的制裁以及持续五年的内战，使人们发现房地产是防止资产贬值的少数途径之一。但最近几个月，政权已开始采取措施遏制飙升的房价。
Myanmar's residential property market has boomed since the military seized power in 2021: The World Bank found that prices had risen fourfold. With annual inflation running at 24%, strict import controls, scarce foreign exchange, widespread sanctions and an ongoing five-year civil war, people have found that property is one of the few ways to prevent asset depreciation. But in recent months, the regime has started to act to contain the soaring prices. 3.
在八月一起致命的校园枪击事件发生四天后，泰国当局发起了该国有史以来规模最大的枪支管控行动。泰国并非亚太地区唯一面临枪支暴力日益加剧的国家：例如菲律宾和澳大利亚今年也遭遇了大规模枪击事件。但据估计，泰国的平民持有枪支数量超过东南亚其他国家的总和，正面临日益严峻的问题。祝您周末愉快！Akito Tanaka 关注我们
Four days after a deadly school shooting in August, Thai authorities launched the nation's biggest-ever crackdown on gun ownership. Thailand is by no means the only country in the Asia-Pacific region to face growing gun violence: the Philippines and Australia, for instance, have been rocked by mass shootings this year. But Thailand is estimated to have more civilian-held firearms than the rest of Southeast Asia combined and is now facing an intensifying problem. Wishing you a wonderful weekend! Akito Tanaka Follow us on