Altman：AI正处于泡沫之中，就像“科网泡沫”，有人将巨亏，但“不知道是谁”

Core Viewpoint - The AI industry is currently experiencing a bubble, as acknowledged by OpenAI CEO Sam Altman, who believes that while the bubble will eventually burst, OpenAI will emerge as a winner in the long run [3][6]. Group 1: Industry Comparison - Altman draws parallels between the current AI enthusiasm and the dot-com bubble of the 1990s, noting that both periods saw excessive excitement driven by genuine technological advancements [4]. - The current fervor in AI, particularly around data centers and AI startups, mirrors the past excitement surrounding telecommunications infrastructure and internet companies during the previous bubble [5]. Group 2: OpenAI's Position - OpenAI is seeking a staggering valuation of $500 billion and has secured billions in investments from major players like Microsoft, SoftBank, and Nvidia [3]. - ChatGPT's weekly active users have surpassed 700 million, quadrupling from a year ago, indicating significant growth and user engagement [7]. - Altman claims that OpenAI plans to invest tens of billions in data center infrastructure, showcasing confidence in the company's future despite the industry's volatility [8]. Group 3: Market Dynamics - Altman acknowledges that while there will be significant financial losses in the AI sector, he is confident that OpenAI will not be among the losers [9]. - He emphasizes that the overall impact of AI advancements will yield substantial net benefits for the economy, despite potential misjudgments in his perspective [10].