科技投资大佬Gavin Baker:AI已明确赚钱,抢GPU就是抢钱!

华尔街见闻
Dec 10, 2025

资深科技投资人Gavin Baker表示大型GPU采购方的公开财报显示,AI已经明确赚钱。 12月9日,科技投资大佬Gavin Baker接受播客采访时表示,在GPU上投入最大的公司都是上市公司,通过计算这些公司的财报可以发现,在大规模GPU投入后,这些公司的投资资本回报率(ROIC)实际上高于投入前的水平。Baker表示: 我总是觉得奇怪,为什么还会有人对此存在争论。 这种回报提升部分来自...

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