Silicon Valley has "burned out," AI needs more investors

華爾街見聞
2025.09.13 00:50

AI 交易最大的驅動力–硅谷科技巨頭的 “資本開支” 增速可能已經見頂（圖 1），市場需要更多的金錢砸進 “AI 軍備競賽”（圖 2），華爾街的 “信貸機器” 正在全力運轉。

AI 交易最大的驅動力–硅谷科技巨頭的 “資本開支” 增速可能已經見頂（圖 1），市場需要更多的金錢砸進 “AI 軍備競賽”（圖 2），華爾街的 “信貸機器” 正在全力運轉。

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