美国参议员沃伦警告AI行业面临类似2008年金融危机的风险，指出其快速发展与高杠杆融资可能形成泡沫，威胁金融稳定。她强调AI企业收入增长不及支出增加，财务状况不健康。
海尔在广交会推出V12洗衣机，搭载行业首创“AI之眼”。该技术能识别衣物颜色防串色，监测泡沫自动调整漂洗，并在洗涤后提醒取衣，实现全流程智能主动介入。
英伟达最新财报强劲，有力回击“AI泡沫”担忧。其季度营收达681.3亿美元，每股收益1.62美元，均超市场预期，尤其数据中心业务表现突出，彰显了其在AI芯片领域的领导地位。
尽管AI泡沫担忧持续，但风险投资仍热捧AI芯片赛道。本周仅三天内，三家初创公司融资超11亿美元，显示资本看好挑战英伟达的新兴力量。其中前谷歌工程师创立的MatX获5亿美元融资，计划年内推出首款芯片MatX One，其定位不同于侧重推理的Groq等公司。
Xai
$1.4
Input tokens/M
$3.5
Output tokens/M
2k
Context Length
Anthropic
$105
$525
200
Google
$0.7
$2.8
1k
$7
$35
$2.1
$17.5
$21
Alibaba
-
Baidu
128
$6
$24
256
Bytedance
$1.2
$3.6
4
$2
$3.9
$15.2
64
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