{"id":654295,"date":"2026-07-31T09:24:06","date_gmt":"2026-07-31T16:24:06","guid":{"rendered":"https:\/\/nai500.com\/?p=654295"},"modified":"2026-07-31T09:24:06","modified_gmt":"2026-07-31T16:24:06","slug":"aschenbrenner-ai-citadel","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/07\/aschenbrenner-ai-citadel\/","title":{"rendered":"Aschenbrenner\u7684AI\u57fa\u91d1\u5d29\u76d8\uff0cCitadel\u9022\u4f4e\u4e70\u5165"},"content":{"rendered":"

Leopold Aschenbrenner\u65d7\u4e0b\u9ad8\u98de\u7684AI\u5bf9\u51b2\u57fa\u91d1\u5728\u51e0\u5929\u5185\u4ece\u5e02\u573a\u5ba0\u513f\u6ca6\u4e3a\u88ab\u8feb\u5356\u5bb6\uff0c\u56e0\u4e3a\u57fa\u7840\u8bbe\u65bd\u7c7b\u80a1\u7684\u6b8b\u9177\u629b\u552e\u5f15\u53d1\u4e86\u4e8f\u635f\u3001\u4fdd\u8bc1\u91d1\u538b\u529b\u4ee5\u53ca\u4e0eKen Griffin\u65d7\u4e0bCitadel\u7684\u6551\u52a9\u4ea4\u6613\u3002Situational Awareness\u57fa\u91d1\u4e8e2024\u5e74\u6210\u7acb\uff0c\u6b64\u524dAschenbrenner\u88abOpenAI\u7684Superalignment\u56e2\u961f\u89e3\u96c7\uff0c\u622a\u81f32026\u5e746\u6708\u5e95\uff0c\u8be5\u57fa\u91d1\u51c0\u56de\u62a5\u7387\u7ea6\u4e3a439%\uff0c\u5e76\u57287\u6708\u521d\u81a8\u80c0\u81f3\u7ea6450\u4ebf\u7f8e\u5143\u7684\u5cf0\u503c\u3002\u968f\u540e\uff0c\u8ba9\u4ed6\u58f0\u540d\u9e4a\u8d77\u7684\u4ea4\u6613\u7834\u88c2\uff0c\u5e73\u4ed3\u6210\u4e3a\u4eca\u5e74\u6700\u620f\u5267\u6027\u7684\u5bf9\u51b2\u57fa\u91d1\u9006\u8f6c\u4e4b\u4e00\u3002<\/p>\n

\u8be5\u57fa\u91d1\u5c06\u516c\u5f00\u80a1\u7968\u6295\u8d44\u7ec4\u5408\u51fa\u552e\u7ed9Citadel\uff0c\u4ea4\u6613\u901a\u8fc7\u5305\u62ec\u9ad8\u76db\u3001\u6469\u6839\u5927\u901a\u3001\u7f8e\u56fd\u94f6\u884c\u548c\u82b1\u65d7\u96c6\u56e2\u5728\u5185\u7684\u4e3b\u8981\u7ecf\u7eaa\u5546\u5b89\u6392\uff0c\u8fd9\u6807\u5fd7\u7740\u8fd9\u4f4d25\u5c81\u6295\u8d44\u8005\uff08\u66fe\u88ab\u79f0\u4e3aAI\u4ea4\u6613\u7684\u201c\u91d1\u7ae5\u201d\uff09\u7684\u6025\u5267\u8f6c\u53d8\u3002\u66fe\u7ecf\u5bf9\u884c\u4e1a\u8d62\u5bb6\u7684\u6760\u6746\u62bc\u6ce8\u7a81\u7136\u53d8\u6210\u4e86\u4e00\u4e2a\u6559\u8bad\uff0c\u8bf4\u660e\u5f53\u62e5\u6324\u7684\u5934\u5bf8\u5411\u76f8\u53cd\u65b9\u5411\u79fb\u52a8\u65f6\uff0c\u52a8\u91cf\u53ef\u4ee5\u591a\u5feb\u74e6\u89e3\u3002\u4e00\u4f4d\u53d1\u8a00\u4eba\u5426\u8ba4Situational Awareness\u6b63\u5728\u63a8\u9500\u5176Anthropic\u80a1\u4efd\uff0c\u4f46\u8be5\u57fa\u91d1\u4ecd\u4e0d\u5f97\u4e0d\u5265\u79bb\u5927\u90e8\u5206\u516c\u5f00\u6301\u80a1\u4ee5\u7a33\u5b9a\u6295\u8d44\u7ec4\u5408\u3002<\/p>\n

\u635f\u5931\u57282026\u5e747\u6708\u8fc5\u901f\u5230\u6765\u3002AI\u57fa\u7840\u8bbe\u65bd\u80a1\u7968\uff08\u8be5\u57fa\u91d1\u5934\u5bf8\u7684\u6838\u5fc3\uff09\u5927\u5e45\u629b\u552e\u3002Sandisk\u4e0b\u8dcc\u7ea643%\uff0cBloom Energy\u4e0b\u8dcc\u7ea631%\uff0cCoreWeave\u4e0b\u8dcc\u7ea625%\uff0c\u62d6\u7d2f\u6295\u8d44\u7ec4\u5408\u906d\u53d7\u91cd\u521b\u3002\u8be5\u57fa\u91d1\u8fd8\u56e0\u505a\u7a7a\u8f6f\u4ef6\u7c7b\u80a1\uff08\u5305\u62ecAdobe\uff09\u800c\u53d7\u635f\uff0c\u8fd9\u4e9b\u5934\u5bf8\u8d70\u52bf\u4e0d\u5229\u3002CNBC\u79f0\uff0c\u7a7a\u5934\u5934\u5bf8\u7ea6\u5360\u6295\u8d44\u7ec4\u5408\u768430%\uff0c\u968f\u7740\u5e02\u573a\u4eceAI\u5efa\u8bbe\u6545\u4e8b\u4e2d\u8f6e\u52a8\uff0c\u57fa\u91d1\u5728\u4e24\u8fb9\u90fd\u9762\u4e34\u98ce\u9669\u3002<\/p>\n

\u6760\u6746\u7ed3\u6784\u52a0\u5267\u4e86\u75db\u82e6\u3002\u8be5\u57fa\u91d1\u5e7f\u6cdb\u4f7f\u7528\u4e3b\u8981\u7ecf\u7eaa\u5546\u878d\u8d44\uff0c\u968f\u7740\u8d44\u4ea7\u4ef7\u503c\u4e0b\u8dcc\uff0c\u8fd9\u4e9b\u5b89\u6392\u5f15\u53d1\u4e86\u8ffd\u52a0\u4fdd\u8bc1\u91d1\u901a\u77e5\u3002\u8def\u900f\u793e\u548cCNBC\u62a5\u9053\u79f0\uff0c\u5e73\u4ed3\u4e0e\u8fd9\u79cd\u538b\u529b\u6709\u5173\uff0c\u4f46\u65e0\u6cd5\u786e\u5b9aCitadel\u4ea4\u6613\u662f\u5426\u5b8c\u5168\u6ee1\u8db3\u4e86\u6240\u6709\u8ffd\u52a0\u4fdd\u8bc1\u91d1\u8981\u6c42\u3002\u65e0\u8bba\u5982\u4f55\uff0c\u5e02\u573a\u4f20\u9012\u7684\u4fe1\u606f\u5f88\u660e\u786e\uff1a\u8fd9\u7b14\u4ea4\u6613\u53d8\u5f97\u592a\u5927\u3001\u592a\u5feb\uff0c\u5e76\u4e14\u8fc7\u5ea6\u4f9d\u8d56\u5bf9AI\u57fa\u7840\u8bbe\u65bd\u6301\u7eed\u7684\u70ed\u60c5\u3002<\/p>\n

\u8fd9\u7b14\u4ea4\u6613\u672c\u8eab\u51f8\u663e\u4e86AI\u9886\u57df\u53d8\u5f97\u591a\u4e48\u62e5\u6324\u3002Citadel\uff0c\u5e02\u573a\u4e0a\u6700\u5f3a\u5927\u7684\u5bf9\u51b2\u57fa\u91d1\u4e4b\u4e00\uff0c\u4e8e2026\u5e747\u670830\u65e5\u524d\u540e\u4ecb\u5165\uff0c\u6536\u8d2d\u4e86Situational Awareness\u516c\u5f00\u80a1\u7968\u6295\u8d44\u7ec4\u5408\u7684\u5927\u90e8\u5206\u3002\u4ea4\u6613\u7531\u4e0e\u8be5\u57fa\u91d1\u76f8\u5173\u7684\u73b0\u6709\u4e3b\u8981\u7ecf\u7eaa\u5546\u4fc3\u6210\u3002\u6ca1\u6709\u62ab\u9732\u5b98\u65b9\u4ef7\u683c\uff0c\u5404\u62a5\u9053\u4e2d\u4ea4\u6613\u7684\u786e\u5207\u89c4\u6a21\u4ecd\u4e0d\u6e05\u695a\uff0c\u4f46\u66f4\u5e7f\u6cdb\u7684\u7ed3\u679c\u662f\u660e\u786e\u7684\uff1a\u4e00\u6b21\u88ab\u8feb\u7684\u53bb\u98ce\u9669\u64cd\u4f5c\uff0c\u5c06\u516c\u5f00\u5e02\u573a\u655e\u53e3\u4eceAschenbrenner\u8f6c\u79fb\u5230Griffin\u7684\u516c\u53f8\u3002<\/p>\n

\u5bf9\u4e8e\u5173\u6ce8AI\u4ea4\u6613\u7684\u6295\u8d44\u8005\u6765\u8bf4\uff0c\u540e\u679c\u51e0\u4e4e\u7acb\u5373\u5728\u884c\u60c5\u4e2d\u53ef\u89c1\u3002iShares\u534a\u5bfc\u4f53ETF\uff08SOXX\uff09\u57287\u670830\u65e5\u5468\u56db\u56e0Citadel\u4ea4\u6613\u6d88\u606f\u4e0a\u6da88.5%\u3002IREN\u3001Sandisk\u548cCoreWeave\u5728\u540c\u4e00\u4e2a\u4ea4\u6613\u65e5\u5747\u4e0a\u6da8\u8d85\u8fc720%\uff0c\u8fd9\u662f\u4e00\u6b21\u91ca\u7136\u6027\u53cd\u5f39\uff0c\u8868\u660e\u4ea4\u6613\u5458\u5728\u5e73\u4ed3\u6d88\u606f\u4f20\u51fa\u540e\u6025\u4e8e\u4e70\u5165\u8be5\u677f\u5757\u3002\u5373\u4fbf\u5982\u6b64\uff0c\u5728\u5468\u56db\u53cd\u5f39\u4e4b\u524d\uff0cSOXX\u5728\u524d\u4e09\u4e2a\u4ea4\u6613\u65e5\u5f53\u5468\u4ecd\u4e0b\u8dcc11.8%\uff0c\u663e\u793a\u51fa\u4e4b\u524d\u7684\u629b\u552e\u6709\u591a\u731b\u70c8\u3002<\/p>\n

\u4ea4\u6613\u5982\u4f55\u7834\u88c2<\/h3>\n

Aschenbrenner\u56f4\u7ed5\u4e00\u4e2a\u5355\u4e00\u8bba\u70b9\u6784\u5efa\u4e86Situational Awareness\uff1aAI\u57fa\u7840\u8bbe\u65bd\u662f\u8868\u8fbe\u5373\u5c06\u5230\u6765\u7684\u652f\u51fa\u5468\u671f\u7684\u6700\u6e05\u6670\u65b9\u5f0f\u3002\u8fd9\u4e2a\u60f3\u6cd5\u5728\u5931\u6548\u4e4b\u524d\u4e00\u76f4\u6709\u6548\u3002\u8be5\u57fa\u91d1\u622a\u81f36\u6708\u7684\u6536\u76ca\u975e\u51e1\uff0c\u4f46\u5176\u80cc\u540e\u7684\u7ed3\u6784\u4e5f\u62db\u81f4\u4e86\u9ebb\u70e6\u3002\u5f53\u63a8\u52a8\u4e0a\u6da8\u7684\u540c\u4e00\u6279\u80a1\u7968\u5f00\u59cb\u4e0b\u6ed1\u65f6\uff0c\u6760\u6746\u653e\u5927\u4e86\u4e0b\u884c\uff0c\u7a7a\u5934\u5934\u5bf8\u53c8\u589e\u52a0\u4e86\u635f\u5931\u6765\u6e90\u3002\u5728\u8fd9\u6837\u4e00\u4e2a\u5feb\u901f\u7684\u5e02\u573a\u4e2d\uff0c\u5373\u4f7f\u662f\u4e00\u4e2a\u5f3a\u5927\u7684\u53d9\u4e8b\uff0c\u5f53\u6d41\u52a8\u6027\u6d88\u5931\u4e14\u76f8\u5173\u6027\u98d9\u5347\u65f6\uff0c\u4e5f\u53ef\u80fd\u6210\u4e3a\u8d1f\u62c5\u3002<\/p>\n

\u6295\u8d44\u7ec4\u5408\u7684\u96c6\u4e2d\u5ea6\u4e5f\u5f88\u91cd\u8981\u3002Sandisk\u3001Bloom Energy\u548cCoreWeave\u4e0d\u662f\u6b21\u8981\u62bc\u6ce8\uff1b\u5b83\u4eec\u662f7\u6708\u4e0b\u8dcc\u4e2d\u53d7\u6253\u51fb\u6700\u91cd\u7684\u6301\u80a1\u4e4b\u4e00\u3002\u8fd9\u4f7f\u5f97\u57fa\u91d1\u5bb9\u6613\u53d7\u5230\u5355\u4e00\u56e0\u7d20\u7684\u5f71\u54cd\uff1a\u6295\u8d44\u8005\u5728\u957f\u671f\u70ed\u60c5\u4e4b\u540e\u662f\u5426\u4ecd\u613f\u610f\u4e3aAI\u57fa\u7840\u8bbe\u65bd\u652f\u4ed8\u6ea2\u4ef7\u30027\u6708\u7684\u7b54\u6848\u662f\u5426\u5b9a\u7684\uff0c\u81f3\u5c11\u6ca1\u6709\u540c\u6837\u7684\u529b\u5ea6\u3002\u4e00\u65e6\u8fd9\u79cd\u60c5\u51b5\u6539\u53d8\uff0c\u57fa\u91d1\u7684\u9ad8\u5f3a\u5ea6\u8bbe\u7f6e\u51e0\u4e4e\u6ca1\u6709\u7559\u4e0b\u5438\u6536\u51b2\u51fb\u7684\u7a7a\u95f4\u3002<\/p>\n

\u4eba\u7684\u620f\u5267\u6027\u4f7f\u6545\u4e8b\u66f4\u52a0\u5c16\u9510\u3002CNBC\u62a5\u9053\u79f0\uff0cAschenbrenner\u539f\u5b9a\u5728\u5e73\u4ed3\u7684\u90a3\u4e2a\u5468\u672b\u7ed3\u5a5a\uff0c\u8fd9\u4e00\u80cc\u666f\u4e3a\u5c06\u4ed6\u7684\u4ea4\u6613\u5224\u65ad\u7f6e\u4e8e\u805a\u5149\u706f\u4e0b\u7684\u7206\u70b8\u4e8b\u4ef6\u589e\u6dfb\u4e86\u5f15\u4eba\u6ce8\u76ee\u7684\u8272\u5f69\u3002\u5bf9\u4e8e\u4e00\u4f4d\u5728AI\u6295\u8d44\u754c\u6210\u4e3a\u5076\u50cf\u7ea7\u4eba\u7269\u7684\u7ecf\u7406\u6765\u8bf4\uff0c\u9006\u8f6c\u4e0d\u4ec5\u4ec5\u662f\u8d22\u52a1\u4e0a\u7684\u3002\u8fd9\u662f\u58f0\u8a89\u4e0a\u7684\u3002\u4e00\u4e2a\u5728AI\u4e50\u89c2\u60c5\u7eea\u4e0b\u589e\u957f\u5230\u6570\u767e\u4ebf\u7f8e\u5143\u7684\u57fa\u91d1\uff0c\u73b0\u5728\u9700\u8981\u57fa\u4e8e\u540c\u4e00\u5e02\u573a\u7684\u6000\u7591\u60c5\u7eea\u8fdb\u884c\u6551\u52a9\u3002<\/p>\n

\u5e9f\u589f\u4e2d\u5e78\u5b58\u4e4b\u7269<\/h3>\n

\u5373\u4f7f\u5728\u51fa\u552e\u4e4b\u540e\uff0cSituational Awareness\u5e76\u6ca1\u6709\u6d88\u5931\u3002\u8def\u900f\u793e\u548c\u96c5\u864e\u8d22\u7ecf\u62a5\u9053\u79f0\uff0c\u8be5\u516c\u53f8\u4fdd\u7559\u4e86\u7ea6100\u4ebf\u7f8e\u5143\u7684\u8d44\u4ea7\uff0c\u5305\u62ec\u79c1\u4eba\u6295\u8d44\u3002\u5176\u4e2d\u6700\u91cd\u8981\u7684\u662f\u5176Anthropic\u80a1\u4efd\uff0c\u4ef7\u503c\u7ea650\u4ebf\u7f8e\u5143\u3002\u8fd9\u5f88\u91cd\u8981\uff0c\u56e0\u4e3a\u5982\u679c\u8be5\u516c\u53f8\u8d70\u5411IPO\uff0c\u79c1\u4ebaAI\u655e\u53e3\u53ef\u4ee5\u7f13\u51b2\u516c\u5f00\u5e02\u573a\u635f\u5931\u7684\u5f71\u54cd\u3002\u8def\u900f\u793e\u548c\u96c5\u864e\u8d22\u7ecf\u79f0\uff0cAnthropic\u6700\u65e9\u53ef\u80fd\u57282026\u5e7410\u6708\u4e0a\u5e02\uff0c\u8fd9\u5bb6\u521d\u521b\u516c\u53f8\u57282026\u5e745\u6708\u7684H\u8f6e\u878d\u8d44\u4e2d\u4f30\u503c\u7ea6\u4e3a9650\u4ebf\u7f8e\u5143\u3002<\/p>\n

\u8fd9\u7ed9\u4e86Aschenbrenner\u81f3\u5c11\u4e00\u6761\u6f5c\u5728\u7684\u590d\u82cf\u8def\u5f84\u3002\u5982\u679cAnthropic\u6309\u5f53\u524d\u9884\u671f\u4e0a\u5e02\uff0c\u4fdd\u7559\u7684\u79c1\u4eba\u80a1\u4efd\u53ef\u80fd\u4ea7\u751f\u53ef\u89c2\u7684\u610f\u5916\u6536\u76ca\uff0c\u5e76\u6709\u52a9\u4e8e\u62b5\u6d88\u516c\u5f00\u80a1\u7968\u5e73\u4ed3\u7684\u635f\u5931\u3002\u4f46\u90a3\u662f\u672a\u6765\u7684\u4ea4\u6613\uff0c\u4e0d\u662f\u73b0\u5728\u7684\u4fee\u590d\u3002\u76ee\u524d\uff0c\u8be5\u57fa\u91d1\u6700\u5927\u7684\u80dc\u5229\u53ef\u80fd\u662f\u907f\u514d\u66f4\u5f7b\u5e95\u7684\u5d29\u6e83\u3002\u516c\u5f00\u80a1\u7968\u5df2\u552e\u51fa\uff0c\u6760\u6746\u5df2\u524a\u51cf\uff0c\u6295\u8d44\u7ec4\u5408\u5728\u4fdd\u7559\u5927\u91cf\u79c1\u4eba\u516c\u53f8\u5934\u5bf8\u7684\u60c5\u51b5\u4e0b\u5e78\u5b58\u4e0b\u6765\u3002<\/p>\n

\u5bf9AI\u5e02\u573a\u66f4\u5e7f\u6cdb\u7684\u6559\u8bad\u66f4\u96be\u5ffd\u89c6\u3002\u4eca\u5e74\u7684\u8d62\u5bb6\u5efa\u7acb\u5728\u771f\u5b9e\u652f\u51fa\u548c\u6295\u673a\u8fc7\u5ea6\u7684\u6df7\u5408\u4e4b\u4e0a\uff0c\u5f53\u6760\u6746\u4ecb\u5165\u65f6\uff0c\u4e24\u8005\u4e4b\u95f4\u7684\u754c\u9650\u53ef\u80fd\u8fc5\u901f\u6a21\u7cca\u3002Aschenbrenner\u7684\u5d1b\u8d77\u663e\u793a\u4e86\u8fd9\u4e00\u4e3b\u9898\u6709\u591a\u5f3a\u5927\u3002\u4ed6\u7684\u7a81\u7136\u9006\u8f6c\u663e\u793a\u4e86\u5f53\u8fd9\u4e00\u4e3b\u9898\u6700\u6fc0\u8fdb\u7684\u8868\u8fbe\u4e4b\u4e00\u906d\u9047\u6025\u5267\u3001\u65e0\u5e8f\u7684\u56de\u8c03\u65f6\u4f1a\u53d1\u751f\u4ec0\u4e48\u3002\u4ea4\u6613\u5e76\u6ca1\u6709\u6d88\u5931\u3002\u5b83\u53ea\u662f\u6613\u624b\uff0c\u4ece\u5e02\u573a\u4e0a\u6700\u54cd\u4eae\u7684\u770b\u591a\u8005\u4e4b\u4e00\u8f6c\u79fb\u5230\u6700\u5f3a\u5927\u7684\u4e70\u5bb6\u4e4b\u4e00\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

Leopold Aschenbrenner\u65d7\u4e0b\u9ad8\u98de\u7684AI\u5bf9\u51b2\u57fa\u91d1\u5728\u51e0\u5929\u5185\u4ece\u5e02\u573a\u5ba0\u513f\u6ca6\u4e3a\u88ab\u8feb\u5356\u5bb6\uff0c\u56e0\u4e3a\u57fa\u7840\u8bbe\u65bd\u7c7b\u80a1\u7684\u6b8b\u9177\u629b\u552e\u5f15\u53d1\u4e86\u4e8f\u635f\u3001\u4fdd\u8bc1\u91d1\u538b\u529b\u4ee5\u53ca\u4e0eKen Griffin\u65d7\u4e0bCitadel\u7684\u6551\u52a9\u4ea4\u6613\u3002<\/p>\n","protected":false},"author":48,"featured_media":587492,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[424],"tags":[2387,766],"class_list":["post-654295","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-companies-zh-hans","tag-ai-sch","tag-766"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/654295","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/48"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=654295"}],"version-history":[{"count":2,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/654295\/revisions"}],"predecessor-version":[{"id":654396,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/654295\/revisions\/654396"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/587492"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=654295"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=654295"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=654295"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}