松鼠Ai联合创始人梁静在达沃斯论坛指出，当前教育AI市场存在泡沫，许多产品只是简单套用通用大模型，缺乏对教育垂直领域的深度优化。她强调，真正的教育AI需基于专业深耕，而非技术“套壳”。
英伟达高管回应AI泡沫论，称全球AI基础设施转型仍处早期，公司优势稳固。强调新芯片主要用于新增数据中心算力，而非替换现有设备，显示需求持续增长。
OpenAI首席财务官Sarah Friar回应AI行业“泡沫”担忧，认为社会低估AI长期潜力且投入不足，呼吁加强基础设施支持。她同时澄清了公司融资结构。
英伟达CEO黄仁勋在华盛顿GTC大会上反驳AI市场泡沫论，预计新一代Blackwell和Rubin芯片将在未来几个季度创造5000亿美元收入，推动公司进入空前增长周期。这是英伟达首次在美首都举办该大会。
Openai
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