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视频|Janus Henderson基金经理:英伟达循环融资风险目前可控

7 月 27 日,Janus Henderson 基金经理 Alison Porter 在接受彭博社采访时表示,AI 行业正在进入「循环融资」阶段:AI 应用增长需要更多算力,而算力扩张又推动科技巨头持续增加资本支出。 她认为,英伟达通过融资担保等方式正在帮助推动 AI 基础设施建设,但目前风险仍然可控,因为英伟达拥有行业内最强的资产负债表之一。真正需要关注的是,OpenAI 等 AI 公司未来收入增长能否超过资本支出增速。
Disclaimer: The views above are the author's only and do not represent 711BTC. Nothing here constitutes investment advice.

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Former OpenAI Chinese researcher Tian Yonglong joins Tencent Hunyuan team

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