美洲互联网：构建人工智能叙事 -关于行业趋势与市场环境的五大关键争论-Americas Technology_ Internet_ Framing the AI Narrative – Five Key Debates About Industry Trends and Market Environment
2025-10-09 02:00
6 October 2025 | 12:07AM EDT Equity Research AMERICAS TECHNOLOGY: INTERNET Framing the AI Narrative – Five Key Debates About Industry Trends and Market Environment On the back of our Goldman Sachs Communacopia + Technology Conference in September and a series of company/industry announcements for long-term AI capacity, a rising chorus of investor debates have begun to focus on whether we have entered an AI bubble. Identifying and calling out a bubble has been a historically difficult dynamic for public mark ...