文|黄君芝华尔街传奇大空头、投资公司Kynikos Associates的总裁兼创始人吉姆·查诺斯(Jim Chanos)对人工智能(AI)交易中的一大领域发出了警告——数据中心。诚然,数据中心蓬勃发展是2025年的主要市场趋势之一,科技公司竞相建设基础设施以支持其人工智能雄心。但查诺斯认为,投资者应该通过构建人工智能模型的公司来寻求人工智能投资机会,而不是通过为这些模型提供支持的数据中心。这与他...
Source Link文|黄君芝华尔街传奇大空头、投资公司Kynikos Associates的总裁兼创始人吉姆·查诺斯(Jim Chanos)对人工智能(AI)交易中的一大领域发出了警告——数据中心。诚然,数据中心蓬勃发展是2025年的主要市场趋势之一,科技公司竞相建设基础设施以支持其人工智能雄心。但查诺斯认为,投资者应该通过构建人工智能模型的公司来寻求人工智能投资机会,而不是通过为这些模型提供支持的数据中心。这与他...
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