EP.70 OpenAI的永動機 史詩級算力投資還是循環交易AI泡沫
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最近這兩個月,OpenAI與Nvidia、AMD、Oracle等公司掀起史上最大規模的AI算力投資。Goldman Sachs說「這不是泡沫」,Bloomberg警告「循環交易危機」。這是人類史上最大的技術投資,還是即將破裂的泡沫?答案可能兩年即見分曉?
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