AI 熱潮可能轉弱的憂慮升温，美股期貨及亞洲市場下跌
US stock futures retreat on AI concerns
AI 熱潮可能轉弱的憂慮升温，美股期貨及亞洲市場下跌。澳洲一家數據中心營運商發出盈利預警，股價一度下跌 44%；美國今年有數十個大型設施因當地居民反對而遭阻止或延遲。Apollo 首席經濟學家指出，compute tokens 支出放緩，可能表示企業 AI 投資的生產力回報遠比預期慢，甚至未有實現，並連帶影響 AI 公司的收入。
US stock futures and Asian markets fell on growing concern that an AI boom is turning to bust. Worries have coalesced around whether public opposition or supply chain constraints will limit the buildout, and if revenues will keep up with Big Tech’s breakneck infrastructure spending.
An Australian data center operator’s profit warning drove its stock down as much as 44%, while dozens of large facilities have been blocked or delayed in the US this year by opposition from locals. As Apollo’s chief economist noted, a slowdown in spending on compute tokens suggests “productivity returns for firms on their AI investments are either arriving far slower than projected or failing to materialize at all,” with knock-on effects for AI firms’ revenues.
來源：Semafor · semafor.com