谷歌CEO警告：AI泡沫破裂时，无一家公司能够幸免

Core Insights - Alphabet's CEO Sundar Pichai issued a rare warning about the "irrational" elements in the current AI boom, suggesting that no company, including Google, would be immune if a potential bubble bursts [1][2] - Pichai acknowledged the extraordinary growth in AI investments but highlighted concerns about over-investment in the sector, drawing parallels to the late 1990s internet bubble [2] - The company is focusing on its unique "full-stack" technology model, which includes developing AI-specific superchips and leveraging vast data resources from platforms like YouTube [3] Industry Context - The current market enthusiasm for AI has led to valuations reminiscent of the internet bubble, with analysts expressing skepticism about the sustainability of investments, particularly around OpenAI's complex transactions valued at approximately $1.4 trillion [2] - Pichai's comments echo former Federal Reserve Chairman Alan Greenspan's warning of "irrational exuberance" prior to the internet bubble burst, indicating a potential for excessive investment in AI [2] - Despite the risks, Pichai believes that AI will have a profound and lasting significance, similar to the internet, and that the industry will ultimately yield returns on investment [2] Technological Impact - Pichai described AI as the "most profound technology" humanity has studied, predicting it will reshape work patterns and create new opportunities [4] - The company is committed to investing £5 billion in the UK over the next two years for infrastructure and research, with plans to conduct advanced AI research in the country [4] - Pichai warned about the significant energy demands of AI, emphasizing the need for action to develop new energy sources and expand infrastructure to support economic growth without limitations [5]