硅谷大空头杀回来了！做空甲骨文，英伟达万亿 AI 泡沫要崩？

📌 One-Sentence Summary 本文深入探讨了知名“大空头”Michael Burry 对当前 AI 领域万亿级投资的怀疑，指出 AI 算力快速增长背后的能源危机、英伟达优势的短暂性以及甲骨文等公司的“AI 泡沫”风险，并与 OpenAI 的“奇点”愿景形成...

硅谷大空头杀回来了！做空甲骨文，英伟达万亿 AI 泡沫要崩？

Greetings, citizen of the web! This dispatch was retrieved from the BESTBLOGS AI node.

[ 📟 DATA_ORIGIN ]

SOURCE [🌐]: → https://www.bestblogs.dev/en/article/5eb3a9b7
CATEGORY: Artificial Intelligence
IDENTIFIER: BESTBLOGS AI
CONTRIBUTOR: 新智元
METADATA: SOURCE: BESTBLOGS AI // DATE: Sun, 11 Jan 2026 05:34:00 GMT

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