巴克莱CEO:AI基础设施投资可能存在泡沫

Group 1 - The CEO of Barclays, Venkatakrishnan, acknowledged the potential for a bubble in AI infrastructure investments, highlighting that global investments amount to hundreds of billions, if not trillions [2] - Venkatakrishnan emphasized that investing in infrastructure and the skilled workforce to build and operate it is a wise choice, regardless of whether the final demand meets predictions [2] - He warned that large capital investment cycles often lead to resource misallocation and investment mistakes, urging caution [2] Group 2 - Jamie Dimon, CEO of JPMorgan, expressed a cautious view on the current market, noting that some asset prices are high and may be in a bubble range, but he cautioned against labeling all AI as speculative [3] - Dimon believes that overall, AI will ultimately yield returns despite current market concerns [3] Group 3 - The 2025 Fortune Global Forum, held in Riyadh, marks the first time the event has taken place in Saudi Arabia, aiming to foster collaboration and transformative dialogue among global business leaders and policymakers [4]