未知机构：人工智能投资周期正在顺利进行基于低调的实际情况和荒谬的hockeystick-20241231
未知机构·2024-12-31 06:15
人工智能投资周期正在顺利进行"...基于低调的实际情况和荒谬的hookeystick预测。让我们看看一年后这些"数千亿"资本支出中有多少 实际支出。 Exhibit 11: The Al Investment Cycle Is Well Underway... Change in Russell 3000 Consensus Revenue Billions USD, Billions USD, annualized Forecasts Since March 2023 annualized 350 - r 350 Software Enablers 300 300 Hardware Enablers (ex. Semis) Semiconductors 250 250 200 200 150 150 100 100 20 - 50 0 0 -50 -50 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 2025 2024 Source: FactSet, Goldman Sachs Global Investment Research ...