AI梦，硅谷在坚持，华尔街犹豫了

华尔街见闻13:37

科技巨头公司这边还在All in人工智能（AI），华尔街却开始担心过度投资AI不仅会收不回成本，还容易引发泡沫。越来越多的华尔街分析师和投资人对科技巨头、风投公司和股票投资者在AI上的巨额投入表示质疑，认为现在的巨大投入和AI目前所能带来的回报不成正比。就在周二谷歌的财报电话会议上，谷歌CEO桑达尔·皮查伊被问及，谷歌每季度120亿美元的AI投资何时能见效时，他也承认，人工智能产品需要时间才能...

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in人工智能（AI），华尔街却开始担心过度投资AI不仅会收不回成本，还容易引发泡沫。\n越来越多的华尔街分析师和投资人对科技巨头、风投公司和股票投资者在AI上的巨额投入表示质疑，认为现在的巨大投入和AI目前所能带来的回报不成正比。\n就在周二谷歌的财报电话会议上，谷歌CEO桑达尔·皮查伊被问及，谷歌每季度120亿美元的AI投资何时能见效时，他也承认，人工智能产品需要时间才能...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3721003\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"GOOGL","symbol_name":"谷歌A","start_time":0,"source_url":"https://wallstreetcn.com/articles/3721003","article_id":"2454813774","we_media_id":null,"thumbnails":["https://wpimg-wscn.awtmt.com/89533914-83af-444c-a4cc-217023a9bffd.jpeg"],"rights":{"source":"wallstreetcn_hot_news","url":"https://wallstreetcn.com/articles/3721003","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2454813774","pubTimestamp":1721885857,"sourceInfo":{"source_id":"wallstreetcn_hot_news","name":"华尔街见闻"},"weMediaInfo":null,"summary":"“向钱看”的华尔街认为，AI技术远未达到预期的实用水平，投资过多不仅会收不回成本，还容易引发泡沫。而身处AI漩涡之中的科技巨头还在疯狂砸钱，要的是一个未来。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"GOOGL":"谷歌A","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4588":"碎股","IE00BKVL7J92.USD":"Legg 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Covello指出：“尽管对AI的投资巨大，但AI技术远未达到预期的实用水平，花大钱去打造目前用不上的东西，通常会有糟糕的结局。”\n巴克莱银行表示，除了OpenAI的ChatGPT和微软的Copilot之外，目前鲜有大获成功的独立产品。华尔街分析师普遍预计到2026年，大型科技公司每年在AI大模型上的投入将达到600亿美元，但AI带来的年营收约为200亿美元。这表明投资回报存在巨大不确定性。\n连红杉资本的合伙人David Cahn，在上个月也写文分析称，AI行业需要每年创造约6000亿美元的收入，才能弥补目前对AI的所有投资，但目前AI带来的收入远远没有达到这个数字。\n科技巨头和风投还在疯狂给AI砸钱\n尽管华尔街开始动摇了，但硅谷的支持者们依旧坚称AI将像互联网和手机一样改变生活，毕竟自2022年11月ChatGPT发布以来，随着硅谷掀起了新一轮AI产品竞赛，科技巨头的股价也在节节攀升。\n今年以来，英伟达的股票价格上涨了140%，谷歌母公司Alphabet和微软的股票也分别上涨了25%和15%。\n风投公司也不愿错过“下一个英伟达”，便大举投资AI初创企业，数据显示，2024年第二季度美国AI初创企业的风投资金达到556亿美元，为两年来的最高季度金额。\n硅谷风投家Vinod Khosla表示，AI将像个人电脑、互联网和手机一样对社会产生深远影响，尽管可能会引发投资泡沫，但这并不意味着AI技术本身不会继续发展。\n\n许多AI初创企业都会失败，但总体而言，坚持下来的终将在AI上赚到钱。AI领域未来将出现多个市值超万亿美元的企业，像是人形机器人、AI助手等方向都是潜力巨大。\n\nAI数据管理公司Egnyte的首席执行官Vineet Jain表示，目前，提供人AI产品的成本过于昂贵，所以业内企业今年大概率很难赚钱。但随着AI技术进步，开发和运行AI程序的成本将会降低，情况将有所改变。\n正如红杉资本合伙人 Cahn所说：\n\n投机狂热是技术进步的一部分，因此并不可怕。但我们不能产生一种错觉，认为AI能让人们快速致富。\n风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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