"AI Ladder Cloud Vertical" -- Trillions of "capital circulation" ultimately need someone to foot the bill
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英伟达以 1000 亿美元入股 OpenAI，后者用这笔资金购买英伟达最新芯片，形成资本循环。这种模式在 AI 领域并不新鲜，类似于以往的融资交易。尽管各方市值大涨，但也引发对 AI 是否会经历泡沫破灭的担忧。
隔夜市场最大的消息无疑是英伟达 1000 亿美元入股 OpenAI，后者则用这笔钱购买英伟达最新的芯片。
这种操作在 AI 领域已经不新鲜了，此前英伟达和 CoreWeave，OpenAI 和微软，Anthropic 和亚马逊之间的融资交易都是这种 “循环模式”（图 1）；
这种 “无限循环” 让各方的市值都在大涨，却不禁让人想起 “科网泡沫” 时期雅虎、思科、Sun 之间的另一场 “循环”（图 2）；
毫无疑问，AI 和互联网一样会变革整个经济，那么 AI 会和互联网一样经历一场泡沫破灭吗？
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