Even banks and hyperscalers are now sounding the alarm about the AI bubble
摘要
文章开头提到 BIS（国际清算银行）报告称 AI 泡沫或引发全球经济问题，并将此与铁路 mania、运河投资泡沫及互联网泡沫对比，指出这些泡沫共同特点是吸引过多资本却无法产生足够产业产出；Oracle 因 AI 相关暴露市值本月下滑超 40%，并在 SEC 文件中列出多项可能损失方式，包括与 OpenAI 的 Stargate 项目融资 3000 亿美元（Oracle 承担部分）、需每年借 250 亿美元且无偿还保障；全文转录 Kettle 播客，讨论亚马逊 2000 亿美元、微软 1900 亿美元、谷歌 1800 亿美元、Meta1400 亿美元等 AI 建置资本开支，若泡沫破裂对超大规模公司或影响较小，但会波及供应商、建设公司及下游企业；此外提及 Palantir CEO Alex Karp 对企业对前沿 AI 的控制不满，以及企业转向私有云、私有数据处理等趋势。
荐读理由
BIS报告指出AI泡沫可能引发全球经济衰退，Oracle因Stargate计划暴露巨额债务风险，这给AI创业者提供了信号：需警惕云服务提供商爆仓、供应商/中小企业连锁倒闭的踩坑路径，并调整对AI投资回报的判断
原文
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