甲骨文们的指引一个比一个炸裂,但历史泼了一盆冷水

华尔街见闻
Feb 11

ChatGPT在2022年底把生成式AI推到大众视野后,投资端的变化更快:企业在AI硬件、数据中心上的投入力度,已经接近美国历史上几次最大的投资浪潮。市场随之抛出一堆漂亮的收入曲线,但问题也变得尖锐——这些预测到底有多大概率能实现,值不值得为此付出资本和时间成本? 据追风交易台消息,摩根士丹利投资管理旗下Counterpoint Global的Michael J. Mauboussin在10日的...

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