95%的AI项目，回报都挂零？！！ MIT最新报告显示，原来只有5%的AI项目才能创造百万美元价值，其余的都仍在亏损。 全球加速进入AI投资狂热期，亚马逊站队Anthropic投资27.5亿美元，微软则押注OpenAI投资130亿美元，5000亿美元要造AI基础设施"星际之门"，AI概念 股持续飘红…… 但其实这更像是一场豪赌，all所有或一无所有，奥特曼甚至还跳出来火上浇油： 我们现在处于投资者整体对AI过度兴奋的阶段，而某些人将亏得很惨。 结合最近小扎突然刹车"亿元俱乐部"招聘，莫非奥特曼暗戳戳内涵的是……(doge) 95%的AI项目零回报 失败的原因也不是因为模型质量不行，而是AI工具和实际使用场景之间存在学习差距。 刚刚MIT联合英伟达发布了一份AI商业分析报告，给火热市场浇了个透心凉。 要知道仅今年上半年全球在生成式AI上的投入就高达300–400亿美元，超过了2024年全年总和，高盛分析估计，AI总投资还将飙升至2000亿美元。 但研究发现其中只有区区5%的项目能够带来可观回报，那剩下的95%呢，要么还停留在PPT阶段，要么"雷声大雨点小"，对企业利润和流程毫无实质性 影响。 比如常规情况下工具 ...

Core Insights - Only 5% of AI projects generate significant value, while 95% are either in the planning stage or fail to impact profits meaningfully [1][4][8] - The current AI investment landscape is characterized by high enthusiasm but also significant risks, with major companies like Amazon and Microsoft heavily investing in AI [3][18] - Despite the high failure rate, AI technology, particularly generative AI, is entering a phase where it can effectively solve real-world problems [14][20] Investment Trends - Global investment in generative AI reached $30-40 billion in the first half of this year, surpassing total investments for 2024, with projections estimating total AI investments could soar to $200 billion [5][8] - Major tech companies are expected to continue investing in AI, leveraging their substantial profits from core businesses to support AI development despite potential losses [18][20] Project Success Rates - Companies that develop AI tools in-house have a success rate of only 33%, while those that purchase external tools see a success rate of 66% [12] - The focus of AI investments is skewed towards visible outcomes in front-end functions, such as marketing, while back-end functions like procurement and finance are often overlooked despite their potential for high ROI [12] Market Dynamics - The AI market is experiencing structural changes, particularly in the technology and media sectors, indicating a shift in how AI is integrated into business operations [16] - The report suggests that while many investors may incur losses, the overall belief is that AI will create substantial societal value in the long run [21]