AI“减速”争论中,华尔街热议万亿美元资本开支去向,算力需求会消失吗?

澎湃新闻
Sep 15

AI(人工智能)行业的“减速”争议,正在从技术和安全讨论迅速传导至资本市场。  当地时间9月14日,在Anthropic CEO达里奥·阿莫迪(Dario Amodei)公开呼吁放缓前沿AI发展速度、获得OpenAI CEO山姆·奥特曼(Sam Altman)和SpaceX的CEO马斯克的支持后,美国AI产业链股票遭遇明显抛售。  截至当天收盘,半导体板块全线收跌,ARM跌9.74%,阿斯麦跌...

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