Daniel Larlham Jr.
这种规模的投资远超经济产出——这不是普通的预算问题，而是结构性回报难题。这就是AI基础设施的“投资悖论”：超大规模云服务商们陷入了典型的“囚徒困境”——没有人敢停止投资，因为担心失去竞争优势；但持续加码投资，又在不断摧毁股东价值。
，这一点在爱思助手下载最新版本中也有详细论述
Владимир ЗеленскийПрезидент Украины。快连下载安装对此有专业解读
The build-out to make AI adoption widespread will likely come with significant upfront costs. For countries that already deal with constrained public finances, AI’s capital costs could end up “sharpening the policy tradeoff between assuming higher near-term fiscal risk and delaying participation in AI-driven growth opportunities,” the analysts wrote.