全球唯一提供制造尖端芯片设备的公司ASML的首席执行官表示，AI需求将在未来数年持续超过供应，这将缓解投资者对支出泡沫的担忧。他的言论是在欧洲市值最高的公司报告利润大幅超出分析师预期、股价随之上涨之后作出的。
The CEO of ASML, the world’s only provider of the machines that make cutting-edge chips, said AI demand would outstrip supply for years to come, easing investors’ worries of a spending bubble. His comments come after Europe’s most valuable company reported bumper profits that far exceeded analyst expectations, boosting its share price.
全球投资者对AI支出可能因借贷成本飙升而见顶日益担忧，国际货币基金组织警告称市场调整可能对全球经济构成威胁。但目前，AI技术的支出仍然强劲：高盛预计AI基础设施投资将推动到2031年的7.6万亿美元增长。
Investors globally have grown concerned that AI spending may be cresting as borrowing costs surge, with the International Monetary Fund warning that a market correction posed a threat to the global economy. But, for now, spending on the technology remains strong: Goldman Sachs expects AI infrastructure investment to drive a $7.6 trillion boom through 2031.
