阿波罗（Apollo）的一项新分析发现，美国企业的巨额人工智能投资在“七巨头”（Magnificent 7）之外带来了“零财务回报”，这加剧了投资者对大规模AI支出的担忧，正值关键的大型科技股财报季即将来临之际。
Corporate America’s massive AI investments have delivered “zero financial payoff” outside the Magnificent 7, a new Apollo analysis found, intensifying investors’ fears over big AI spending ahead of critical Big Tech earnings this week.
预计Alphabet、微软和亚马逊将报告强劲增长，但仅仅超出预期已不足以稳定一个痴迷于AI支出与回报的市场：一位投资组合经理告诉彭博社，投资者“现在对更高的资本支出绝无耐心”，并在利率和能源成本居高不下的背景下，日益焦急地等待AI具备成本效益的证明。
Alphabet, Microsoft, and Amazon are expected to report strong growth, but beating estimates is no longer sufficient to steady a market that’s fixated on AI spending and returns: Investors have “absolutely no patience right now for higher capex,” a portfolio manager told Bloomberg, and are growing anxious for proof of AI’s costworthiness amid elevated interest rates and energy costs.
一位投资分析师对《华尔街日报》表示，人们担心“最终会把所有这些数据中心都改成匹克球场地”。
The fear is that “we’re going to end up converting all these data centers into pickleball facilities,” an investment analyst told The Wall Street Journal.
