算力饥渴与理性繁荣:为什么这次AI浪潮不是泡沫?万亿级资本涌动,科技巨头悉数入场,当AI成为全球最炙手可热的投资主题,质疑声也随之而来:我们是否正身处另一场科技泡沫?“我不认为我们今天处于AI泡沫之中。”投资机构Atreides Management的首席投资官Gavin Baker在最近的一场对话中直言。作为经历过2000年互联网泡沫的科技投资者,他有着独特的对比视角:“2000年的泡沫实际上是...
Source Link算力饥渴与理性繁荣:为什么这次AI浪潮不是泡沫?万亿级资本涌动,科技巨头悉数入场,当AI成为全球最炙手可热的投资主题,质疑声也随之而来:我们是否正身处另一场科技泡沫?“我不认为我们今天处于AI泡沫之中。”投资机构Atreides Management的首席投资官Gavin Baker在最近的一场对话中直言。作为经历过2000年互联网泡沫的科技投资者,他有着独特的对比视角:“2000年的泡沫实际上是...
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