AI是繁荣还是泡沫?哈佛学者剖析OpenAI千亿交易背后的风险

硅星人Pro
Oct 18, 2025

当OpenAI与Nvidia、AMD接连达成数百亿美元的合作协议时,投资者们欢呼雀跃。但一些敏锐的观察者却看到了令人不安的熟悉景象——这与上世纪90年代互联网泡沫时期的"循环融资"如出一辙。《哈佛商业评论》最新文章发出警告:这场万亿美元的AI狂欢,可能正在重演历史。以下为文章编译,原文:《Is AI a Boom or a Bubble?》Nvidia对OpenAI的1000亿美元承诺,以及...

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