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彭博社

AI的巨型资金循环让人联想到2008年AI’s Giant Money Loop Is Feeling Very 2008

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2025年9月24日星期三,美国得克萨斯州阿比林,正在建设中的“星际之门”人工智能数据中心。“星际之门”是OpenAI、甲骨文和软银的合作项目,并得到总统唐纳德·特朗普的推动支持,旨在于……各地建设人工智能数据中心及其他基础设施。The Stargate AI data center under construction in Abilene, Texas, US, on Wednesday, Sept. 24, 2025. Stargate is a collaboration of OpenAI, Oracle and SoftBank, with promotional support from President Donald Trump, to build data centers and other infrastructure for artificial intelligence throughout

AI基础设施的繁荣依赖于复杂的投资网络:科技公司之间相互注资,同时外国投资者也向该行业投入了大量资金。

The AI infrastructure boom is funded by a complex web of investments, as tech companies pour money into one another and foreign investors funnel still more cash into the industry. That flow of foreign money is also creating global imbalances — and flashbacks to the run-up to the 2008 financial crisis.

重大看点:人工智能的巨额资金循环与2008年如出一辙(播客)Big Take: AI’s Giant Money Loop Has Echoes of 2008 (Podcast)

这种外资流入正在引发全球失衡——让人回想起2008年金融危机前的情形。

On today’s Big Take podcast, Bloomberg’s Shawn Donnan and Bloomberg Economics’ Tom Orlik join David Gura on the AI industry’s global money machine: how it works and what risks it could pose to the global economy if the AI trade doesn’t deliver fast enough.

在今天的《Big Take》播客中,彭博社的Shawn Donnan和彭博经济学的Tom Orlik与David Gura探讨了AI行业的全球资金运作机制,以及如果AI发展未能达到预期速度可能对全球经济构成的风险。

View profiles for each of the world’s 500 richest people, see the biggest movers, and compare fortunes or track returns on the Bloomberg Billionaires Index.

您还可以查看全球500大富豪的资料,了解财富变化情况,并追踪彭博亿万富翁指数的表现。对于播客听众,我们提供特别的彭博订阅优惠。

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