The AI trade is getting bumpy as investors question whether the massive spending on data centers and chips will generate sufficient returns. There is only so much capital companies can raise, and cracks are beginning to appear. Yet some prominent investors believe the market is underestimating how much further the AI boom can run. Speaking to CNBC earlier this week, Altimeter Capital founder and Chief Executive Brad Gerstner said investors have spent the past two years worrying about an eventual glut of AI computing capacity, only to miss substantial gains in semiconductor stocks.
我们公开展示核心要点。创建免费账户后可继续阅读全文、保存、讨论，并结合市场和 OSINT 背景分析。