谷歌CEO：AI泡沫破裂，无人能幸免！该如何看待当下“AI泡沫”论？

悬赏1000虎币

谷歌CEO Sundar Pichai接受采访，大方承认当下AI热潮确实存在着“非理性因素”，一方面表示科技巨头有能力挺过可能出现的风暴，但另一方面认为如果AI泡沫破裂，没有任何一家公司能够幸免，包括谷歌：

近期大科技财报，大家也看到了各家的烧钱规模，Meta25年的资本支出将在700亿以上，预计2026年支出增长还要显著高于今年；谷歌同样将今年营收预期上调至910亿美元，几乎是2024年资本支出的两倍；OpenAI估值目前达到5000亿美元，但最新季度亏损115亿美元。

这样的AI巨额投入竞赛，真的能换来成正比的营收吗？目前美国市场热议的AI泡沫，大家觉得该怎么看待？

评论区分享你的观点或操作，一起赢取虎币奖励！ $标普500(.SPX)$ $谷歌A(GOOGL)$ $Meta Platforms, Inc.(META)$ $微软(MSFT)$

谷歌最强AI模型发布！伯克希尔建仓谷歌，你跟吗？

巴菲特“退休”前伯克希尔调整巨头押注：Q3加速抛苹果、减持超百亿美元，建仓谷歌。18日，谷歌最强大AI模型Gemini 3 Pro获模型排行史上最高分，号称最佳氛围编程和智能体编码模型，发布首日即投入搜索、App和开发者平台同步上线。【大家也像伯克希尔一样，看好谷歌吗？谷歌今年涨幅在“8巨头”中居前，大家现在多少价位，会考虑上车谷歌？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

悬赏已结束

150虎币已分给5位参与者,剩余850虎币已退还至发起者

截止至12/10 15:41

精彩评论

未料胜先料败
11-19
未料胜先料败
赢得30虎币
美国商业AI的对手盘是中国开源AI。长期来看，一定是开源赢闭源、低价胜高价，但短期内美国AI不会崩（除非重启加息或大失业潮引爆），预估还可以搭个顺风车赚最后的铜板一至两年。
- 未料胜先料败:
  手机系统或桌面系统（或单机软件）依赖闭源更能获利，如开源则甚至个人都可以单机构建源代码后立马生成系统后下载收费；但AI则不同，其基础算法原理完全开放（高级算法闭源），主要靠的是部署大规模算力（形成产品）来获利，小公司或个人有源代码也无力部署高额算力中心。所以在AI的领域里，开源才是击败对手的最佳策略，闭源并不能制造真正的门槛、反而会让用户质疑其代码危害性（其作用远超操作系统，故危害性甚高）。开放AI源代码，让低成本算法（全球脑力共建）直接降低了算力成本，也直接破坏了美国闭源AI妄图垄断AI软硬件来获取高利润。
- 秦卓然:
  你这样还来美股论坛干嘛
- chenx32401:
  长期以来，闭源的苹果，微软，牢牢占据了各自领域的老大位置。最终的胜利者，不在于技术路线，而是服务质量
hsing
11-19
hsing
赢得30虎币
泡沫肯定是有的，但是只要不吹破它就可以一直维持下去呀，就是一种信仰，无需什么理智
一路走来cd
11-20
一路走来cd
赢得30虎币
军备竞赛阶段，都在冲。风暴来时，就看剩者为王。谨慎持有，小心观察，合理配置仓位
花香满楼
11-20
花香满楼
赢得30虎币
是必然趋势，最终也是选择胜者为王。除了英伟达相对确保，软件公司都有胜出可能，也有出局可能。谨慎乐观做多ai
用心良苦的呵呵
11-21
用心良苦的呵呵
赢得30虎币
AI有好的一面也有不好的一面，很多东西都不真实了

发表看法

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