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English(EN) # bubblewatch update: Michael Burry is comparing rising computer hardware demand in 2000 to the same today. But he's quite deliberately leaving something unsaid

Michael Burry 警告 AI 硬件需求泡沫可能重演互联网泡沫破灭

Michael Burry 将当前计算机硬件需求的激增与 2000 年的情况进行了类比。他认为,当前由 AI 驱动的需求与互联网泡沫时代的硬件繁荣相似。然而,Burry 暗示,当前的需求也可能面临与互联网泡沫破灭后经济类似的快速崩溃。 AI

影响 AI 驱动的硬件需求可能面临投机泡沫和随后的崩溃,类似于互联网泡沫时代。

排序理由 该集群包含一位知名分析师的评论文章,将当前的 AI 趋势与历史经济事件进行比较。

在 Mastodon — fosstodon.org 阅读 →

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  1. Mastodon — fosstodon.org TIER_1 English(EN) · [email protected] ·

    # bubblewatch update: Michael Burry is comparing rising computer hardware demand in 2000 to the same today. But he's quite deliberately leaving something unsaid

    # bubblewatch update: Michael Burry is comparing rising computer hardware demand in 2000 to the same today. But he's quite deliberately leaving something unsaid… > https:// substack.com/@michaeljburry/no te/c-264498926 The unsaid part? The 2000 demand evaporated within months as …