博通,甲骨文三天跌超17%,CoreWeave六周内跌幅超60%,美股AI股大跌危机源于夏季的一场暴雨,强降雨和大风导致CoreWeave德克萨斯州丹顿市的一个大型AI数据中心集群延期约60天。CoreWeave高管的混乱表态进一步加剧了投资者恐慌。这一事件暴露出整个AI基础设施行业面临的系统性风险:狂热的建设速度与实际交付能力之间的裂痕正在扩大,而数千亿美元的估值已将乐观预期提前消化。一场看似...
Source Link博通,甲骨文三天跌超17%,CoreWeave六周内跌幅超60%,美股AI股大跌危机源于夏季的一场暴雨,强降雨和大风导致CoreWeave德克萨斯州丹顿市的一个大型AI数据中心集群延期约60天。CoreWeave高管的混乱表态进一步加剧了投资者恐慌。这一事件暴露出整个AI基础设施行业面临的系统性风险:狂热的建设速度与实际交付能力之间的裂痕正在扩大,而数千亿美元的估值已将乐观预期提前消化。一场看似...
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