谷歌CEO皮查伊：若AI泡沫破裂，没有公司能幸免

Core Insights - Sundar Pichai, CEO of Google and its parent company Alphabet, expressed concerns about the potential bursting of the AI investment bubble, stating that no company would be immune to its effects [1][2] - The current AI investment wave is described as an "extraordinary moment," but Pichai acknowledged the presence of "irrational elements" in the market, reminiscent of the "irrational exuberance" seen during the internet bubble [1] - Alphabet's stock has risen approximately 46% this year as investors bet on the company's ability to compete with OpenAI, the developer of ChatGPT [1] Investment and Market Dynamics - Analysts are debating the sustainability of AI valuations, with concerns about overvaluation beginning to exert pressure on the broader market in the U.S. [1] - UK policymakers have also highlighted the risks of a potential bubble in the AI sector [1] Company Strategy and Developments - Alphabet plans to invest £5 billion in AI infrastructure and research in the UK over the next two years, which includes building new data centers and investing in its London AI lab, DeepMind [1] - Pichai announced that the company will start training AI models in the UK, aligning with the ambition of UK Prime Minister Starmer to position the country as the third-largest AI "superpower" after the U.S. and China [2] Environmental Considerations - Pichai warned that the growing energy demands of AI will likely delay Alphabet's net-zero emissions goals as computational power scales up [2]