【沃勒:AI投资成为美国经济增长的重要支柱】美联储理事克里斯托弗・沃勒表示,目前美国数据中心建设计划仍显示,与AI发展及相关技术升级有关的企业资本支出正在快速增长。高科技投资继续保持强劲扩张,而此前市场一度担心,随着AI编程能力不断提高,传统软件投资可能遭受冲击,但实际情况并非如此。目前美国软件投资增速仍接近长期历史平均水平。 对于外界认为AI投资过度集中于少数资本密集型行业,从而“人为抬高”美国GDP增长的观点,沃勒明确表示不认同。他认为,AI基础设施建设本身就是现实经济活动的一部分,因此理应计入GDP。即使未来数据中心建设高峰逐渐过去,AI技术仍会持续影响生产率和经济活动,并可能像互联网一样逐渐融入居民生活和企业运营。
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