前英特尔CEO Pat Gelsinger表示，市场"当然"正处于AI推动的泡沫中，并补充说他希望这种投资热潮能够帮助刺激更多的国内能源生产。
Gelsinger周一上午对CNBC表示："我们受到电力限制"，他说美国在这个领域投资不足已有15到20年。
他表示，美国和中国不仅在稀土矿物和半导体主导地位方面竞争，在能源方面也在竞争。人工智能数据中心需要消耗大量电力。
Gelsinger说他认为AI泡沫不会在几年内结束。与此同时，他希望核能可以成为美国在推出AI基础设施时的一个选择。中国有30多个核反应堆正在建设中，但美国却没有。
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