投资者表达了对AI泡沫破裂日益增长的担忧，因为人们对惊人的资本支出计划、债务发行和扩张感到担忧。Alphabet、Meta和Oracle都已发行新债券或据报道计划发行，且利率正在上升。据《华尔街日报》报道，机构投资者已敦促Anthropic——该公司预计未来几年将在AI基础设施上花费近9000亿美元——降低其IPO估值目标。
Investors voiced growing worry the AI bubble will burst, as concerns mounted over eye-popping capex plans, debt issuance, and expansion. Alphabet, Meta, and Oracle all either issued new bonds or reportedly planned to do so, with interest rates on the rise. Separately, institutional investors have urged Anthropic — which expects to spend nearly $900 billion on AI infrastructure in the coming years — to lower its IPO valuation target, according to The Wall Street Journal.
与此同时，对有助于防范如今历史上最大市场押注的期权和信用违约互换的需求激增。“在某个时间点，将会出现低迷，”债券巨头PIMCO首席执行官警告说，“到那时事情就会崩塌。”
Demand has meanwhile surged for options and credit-default swaps that help protect against what is now the biggest market bet in history. “At some point in time, there’s going to be a downturn,” the CEO of bond giant PIMCO warned, “and then things are going to break.”
