杰文斯全球的金斯利·琼斯警告称，资本支出数字的萎缩几乎不可避免，但不会很快发生。
Reversal of AI capex could throw the U.S. economy into a recession: CIO Jevons Global's Kingsley Jones warns that the shrinking of capex numbers is almost impossible to avoid but it won’t happen anytime soon.
他还表示，尽管我们可能会看到利润率受到侵蚀，但关于AI支出的前瞻性指引将是决定整体经济是否会陷入衰退的关键。
He also says that while we might see an erosion of margins, forward guidance on AI spend will be key in deciding whether the general economy will go into recession.