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市场担心这种过度建设的现状,最终将导致AI算力过剩,届时整个行业的单位经济学将彻底崩塌,而这一危机,首当其冲影响的就是上游硬件龙头英伟达。
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These debt-funded projects create “indirect but potentially material” exposure to fiscal risk, the analysts wrote. Beyond infrastructure, governments will have to plan for labor disruptions and related social support. The IMF estimates 40% of global jobs—and 60% in advanced economies—are exposed to AI, particularly high-skill roles, potentially eroding payroll taxes while spiking demand for reskilling and safety nets.。业内人士推荐91视频作为进阶阅读
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