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比特帝剧本哥
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当然这不代表AI没有前景
恰恰相反
大家都知道AI可能是下一轮技术革命
所以谁也不愿意轻易放弃这个市场
但资本市场有个很现实的地方
它可以接受你暂时不赚钱
却不能无限期接受你只投入不回报
接下来科技股真正要比的
可能不再是谁烧钱烧得最多
而是谁能先把算力变成收入
再把收入变成利润
毕竟技术改变世界是一回事
股东能不能赚到钱又是另一回事
你们觉得这轮AI投资
最后会诞生一批新的科技巨头
还是会有不少公司倒在烧钱的路上？
$BTC
比特帝剧本哥
#After the US stock market crash, tech stocks rebounded, but the Nasdaq weekly chart still fell about 3.4%
These tech giants really don't mind burning money
Each one invests more than the last
More and more data centers are being built
Chips are getting more and more expensive
Now the market is finally starting to ask
When will this money be earned back?
Previously, everyone looked at AI
Mainly to see whose technology is stronger
Whose model is more advanced
Who can capture the market
Now the market is starting to use a different algorithm
Microsoft, Google, Meta, these giants
Invest tens of billions to even hundreds of billions of dollars annually
Buying chips, building data centers, expanding computing power
These are all real capital expenditures
But the problem is
The investment counts for this year
But the returns may not be realized this year
Data centers are built
But someone still has to rent the computing power
Chips are bought
But someone still has to be willing to pay continuously
If the income generated by AI products
Does not cover these huge investments
Then profits and cash flow will be under pressure
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