Anthropic CEO批评AI行业激进扩张，警告存在复杂泡沫风险，认为当前时机不当，技术潜力虽大但需谨慎发展。
Anthropic CEO警告AI行业投资过热，指出部分公司承诺投入数千亿美元开发AI系统，但面临巨大财务风险。行业面临两难：构建先进AI需巨额资金，但过度投资可能导致泡沫。
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。
2025年初，特朗普关税压力影响全球科技公司。10月起，市场担忧AI泡沫，投资者对高估值AI企业转趋谨慎。软银集团作为AI投资巨头，股价在10月31日至11月26日暴跌40%，市值蒸发近500亿美元。此次动荡由多重因素共同引发，非单一事件所致。
Xai
$1.4
输入tokens/百万
$3.5
输出tokens/百万
2k
上下文长度
Anthropic
$105
$525
200
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
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