奥尔特曼敲响AI投资警钟！花旗驳斥“互联网泡沫重现论”

Group 1 - The AI hype, ignited by Sam Altman at the end of 2022, has led to concerns about excessive valuations and a potential bubble in the industry [1][2] - Altman believes that the long-term societal benefits of AI will outweigh the current bubble, and he is prepared to invest significantly in infrastructure, indicating that OpenAI will invest trillions of dollars in building data centers [2] - Major tech companies are increasing their capital expenditure to meet AI demand, with Microsoft raising its target to $120 billion, Amazon exceeding $100 billion, Alphabet increasing to $85 billion, and Meta raising its upper limit to $72 billion [3] Group 2 - Analysts acknowledge a "localized bubble" in the market but emphasize that the AI revolution is just beginning, with significant growth potential ahead [4] - Concerns about the necessity of massive investments in data centers have been raised, particularly by Alibaba's co-founder, who warned against building without clear demand [4] - Altman views the current cycle as a normal part of technological evolution, predicting that AI will undergo a similar trajectory to the internet bubble, leading to lasting change despite potential short-term failures [4]