Anthropic CEO批評AI行業激進擴張，警告存在複雜泡沫風險，認爲當前時機不當，技術潛力雖大但需謹慎發展。
Anthropic CEO警告AI行業投資過熱，指出部分公司承諾投入數千億美元開發AI系統，但面臨巨大財務風險。行業面臨兩難：構建先進AI需鉅額資金，但過度投資可能導致泡沫。
英偉達高管迴應AI泡沫論，稱全球AI基礎設施轉型仍處早期，公司優勢穩固。強調新芯片主要用於新增數據中心算力，而非替換現有設備，顯示需求持續增長。
2025年初，特朗普關稅壓力影響全球科技公司。10月起，市場擔憂AI泡沫，投資者對高估值AI企業轉趨謹慎。軟銀集團作爲AI投資巨頭，股價在10月31日至11月26日暴跌40%，市值蒸發近500億美元。此次動盪由多重因素共同引發，非單一事件所致。
Anthropic
$105
輸入tokens/百萬
$525
輸出tokens/百萬
200
上下文長度
Google
$0.7
$2.8
1k
$7
$35
$2.1
$17.5
$21
Alibaba
$6
$24
256
Baidu
-
128
Bytedance
$1.2
$3.6
4
$2
$3.9
$15.2
64
$0.8
$0.15
$1.5
32
Deepseek
$4
$12
Tencent
$1
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