AI交易“被忽视的风险”:万一,天量资本开支“花不出去”

华尔街见闻
Feb 08

AI的故事,正在从“软件吞噬世界”,演变为“硬件被世界卡住”。在极度撕裂的美国政治环境中,能让极左翼参议员伯尼·桑德斯(Bernie Sanders)和极右翼州长罗恩·德桑蒂斯(Ron DeSantis)站在同一阵线的议题几乎不存在——除了“遏制数据中心”。这不仅是华盛顿的政治奇观,更是华尔街面临的冷酷“物理修正”。当硅谷巨头们挥舞着比“阿波罗登月计划”还要昂贵的支票簿,试图通过堆砌算力延续AI...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10