微软创始人比尔・盖茨：AI 行业正处于泡沫时期，大量投资将成坏账_老虎社区_美港股上老虎

微软创始人比尔・盖茨：AI 行业正处于泡沫时期，大量投资将成坏账

IT之家10-31

IT之家 10 月 31 日消息，微软联合创始人、前 CEO 比尔・盖茨本周（10 月 28 日）出席 CNBC 电视台《Squawk Box》节目，与主持人对谈 AI 行业目前的现状，并预测未来 AI 行业将出现“泡沫破裂”。盖茨指出，目前整个世界都处于泡沫状态中，不过整体状态与 17 世纪荷兰的“郁金香狂热”不太一样，反而比较像是千禧年间的“互联网泡沫”。他对“互联网泡沫”破裂时的景象回忆道：...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

Richard李
·11-01
ai除了现在做最信息整理，还看不到什么正经应用
回复
点赞
举报
ffyy
·10-31
上次盖茨说AI会替代搜索，当时不信，现在信了。这次不知道盖茨说的对不对。
回复
1
举报

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2579461854?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-10-31 20:09","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2579461854","market":"us","top_or_hot":-1,"title":"微软创始人比尔・盖茨：AI 行业正处于泡沫时期，大量投资将成坏账","media":"IT之家","content":"<div>\n<p>IT之家 10 月 31 日消息，微软联合创始人、前 CEO 比尔・盖茨本周（10 月 28 日）出席 CNBC 电视台《Squawk Box》节目，与主持人对谈 AI 行业目前的现状，并预测未来 AI 行业将出现“泡沫破裂”。盖茨指出，目前整个世界都处于泡沫状态中，不过整体状态与 17 世纪荷兰的“郁金香狂热”不太一样，反而比较像是千禧年间的“互联网泡沫”。他对“互联网泡沫”破裂时的景象回忆道：...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251031201417a6d8e497&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>微软创始人比尔・盖茨：AI 行业正处于泡沫时期，大量投资将成坏账</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n微软创始人比尔・盖茨：AI 行业正处于泡沫时期，大量投资将成坏账\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-31 20:09 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251031201417a6d8e497&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 10 月 31 日消息，微软联合创始人、前 CEO 比尔・盖茨本周（10 月 28 日）出席 CNBC 电视台《Squawk Box》节目，与主持人对谈 AI 行业目前的现状，并预测未来 AI 行业将出现“泡沫破裂”。盖茨指出，目前整个世界都处于泡沫状态中，不过整体状态与 17 世纪荷兰的“郁金香狂热”不太一样，反而比较像是千禧年间的“互联网泡沫”。他对“互联网泡沫”破裂时的景象回忆道：...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251031201417a6d8e497&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2237438978.USD","symbol_name":"Amundi Funds US Pioneer A2 (C) USD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251031201417a6d8e497&s=b","article_id":"2579461854","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251031201417a6d8e497&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2579461854","pubTimestamp":1761912593,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"IT之家 10 月 31 日消息，微软联合创始人、前 CEO 比尔盖茨本周出席 CNBC 电视台《Squawk Box》节目，与主持人对谈 AI 行业目前的现状，并预测未来 AI 行业将出现“泡沫破裂”。盖茨预测道，一些投资数十亿美元押注 AI 的公司可能永远不会盈利，且这些钱最终可能会成为坏账，犹如“进入死胡同”一样。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1032955483.USD":"NORDEA 1 STABLE RETURN \"HB\" (USDHDG) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","MSFT":"微软","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0894486033.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) INC MF","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0171293334.USD":"贝莱德英国基金A2","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU0894485498.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0426417589.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD"},"translate_title":"Microsoft founder Bill Gates: The AI industry is in a bubble period, and large investments will become bad debts","themeId":"d968891b7e4d96887d7b1dcbdab42d88","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MSFT":1.5},"content_text":"IT之家 10 月 31 日消息，微软联合创始人、前 CEO 比尔・盖茨本周（10 月 28 日）出席 CNBC 电视台《Squawk Box》节目，与主持人对谈 AI 行业目前的现状，并预测未来 AI 行业将出现“泡沫破裂”。盖茨指出，目前整个世界都处于泡沫状态中，不过整体状态与 17 世纪荷兰的“郁金香狂热”不太一样，反而比较像是千禧年间的“互联网泡沫”。他对“互联网泡沫”破裂时的景象回忆道：“最终整个行业发生了具有深远意义的事件（指 2002 年纳指跌至 1100 点左右），世界变得完全不同。一些公司最终在泡沫破裂时站稳了脚跟，但大多数公司只是跟风投机，消耗资本最终倒闭”。盖茨预测道，一些投资数十亿美元押注 AI 的公司可能永远不会盈利，且这些钱最终可能会成为坏账，犹如“进入死胡同”一样。他对此解释道：“AI 的价值非常高，就跟互联网最终被证明价值巨大一样。但现在显然整个行业太过狂热，某些公司会庆幸他们在这个时间点投资，而另一些则会建立一堆只会耗电的数据中心，最终无法反悔”。与此同时，OpenAI CEO 山姆・奥尔特曼等 AI 行业领军人物却否认 AI 泡沫的说法，认为 AGI（通用人工智能）等重要里程碑即将到来，他甚至预测“超级智能”将带领科学实现指数级增长，以后人类一年取得的进步可能能抵得上过去十年。IT之家注：互联网泡沫指的是 1995 年-2002 年前后，全球互联网行业发展初期出现的一场投机潮，当时人们对“互联网改变世界”展现巨大期待，大量资金疯狂涌入网络公司，甚至许多资金流向了没有盈利能力的骗子企业。最终这场泡沫在 2000 年 3 月 10 日达到顶峰，纳斯达克指数达到 5048 点，但从 4 月开始科技股票就大幅下跌，逐步导致市场信心崩溃，引发大量互联网公司破产，最终纳指在 2002 年 10 月跌至 1100 点左右，不过这场泡沫也淘汰掉了许多不良商业模式，留下了亚马逊、谷歌、eBay 等真正能赚钱的公司。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":495314599068008,"gmtCreate":1761957359806,"gmtModify":1761957361968,"author":{"id":"3578567302526880","authorId":"3578567302526880","name":"Richard李","avatar":"https://static.tigerbbs.com/47a61320d81a969bb25fdfa13f5c596b","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3578567302526880","authorIdStr":"3578567302526880"},"htmlText":"ai除了现在做最信息整理，还看不到什么正经应用","listText":"ai除了现在做最信息整理，还看不到什么正经应用","text":"ai除了现在做最信息整理，还看不到什么正经应用","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/495314599068008","repostId":2579461854,"repostType":2,"repost":{"id":"2579461854","kind":"news","pubTimestamp":1761912593,"share":"https://www.laohu8.com/m/news/2579461854?lang=&edition=full","pubTime":"2025-10-31 20:09","market":"us","language":"zh","title":"微软创始人比尔・盖茨：AI 行业正处于泡沫时期，大量投资将成坏账","url":"https://stock-news.laohu8.com/highlight/detail?id=2579461854","media":"IT之家","summary":"IT之家 10 月 31 日消息，微软联合创始人、前 CEO 比尔盖茨本周出席 CNBC 电视台《Squawk Box》节目，与主持人对谈 AI 行业目前的现状，并预测未来 AI 行业将出现“泡沫破裂”。盖茨预测道，一些投资数十亿美元押注 AI 的公司可能永远不会盈利，且这些钱最终可能会成为坏账，犹如“进入死胡同”一样。","content":"<html><body><article><p>IT之家 10 月 31 日消息，<a href=\"https://laohu8.com/S/MSFT\">微软</a>联合创始人、前 CEO 比尔・盖茨本周（10 月 28 日）出席 CNBC 电视台《Squawk Box》节目，与主持人对谈 AI 行业目前的现状，并预测未来 AI 行业将出现“泡沫破裂”。</p><p>盖茨指出，目前整个世界都处于泡沫状态中，不过整体状态与 17 世纪荷兰的“郁金香狂热”不太一样，<strong>反而比较像是千禧年间的“互联网泡沫”</strong>。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251031201406671d206fvenhcd5s4s\"/><p>他对“互联网泡沫”破裂时的景象回忆道：“最终整个行业发生了具有深远意义的事件（指 2002 年纳指跌至 1100 点左右），世界变得完全不同。一些公司最终在泡沫破裂时站稳了脚跟，<strong>但大多数公司只是跟风投机</strong>，<strong>消耗资本最终倒闭</strong>”。</p><p>盖茨预测道，<strong>一些投资数十亿美元押注 AI 的公司可能永远不会盈利</strong>，<strong>且这些钱最终可能会成为坏账</strong>，犹如“进入死胡同”一样。</p><p>他对此解释道：“AI 的价值非常高，就跟互联网最终被证明价值巨大一样。<strong>但现在显然整个行业太过狂热</strong>，某些公司会庆幸他们在这个时间点投资，<strong>而另一些则会建立一堆只会耗电的数据中心</strong>，最终无法反悔”。</p><p>与此同时，OpenAI CEO 山姆・奥尔特曼等 AI 行业领军人物却否认 AI 泡沫的说法，认为 AGI（通用人工智能）等重要里程碑即将到来，他甚至预测“超级智能”将带领科学实现指数级增长，以后人类一年取得的进步可能能抵得上过去十年。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251031201408449d206gnahkcfe4o1\"/><p>IT之家注：互联网泡沫指的是 1995 年-2002 年前后，全球互联网行业发展初期出现的一场投机潮，当时人们对“互联网改变世界”展现巨大期待，大量资金疯狂涌入网络公司，<strong>甚至许多资金流向了没有盈利能力的骗子企业</strong>。</p><p>最终这场泡沫在 2000 年 3 月 10 日达到顶峰，纳斯达克指数达到 5048 点，但从 4 月开始科技股票就大幅下跌，逐步导致市场信心崩溃，引发大量互联网公司破产，最终纳指在 2002 年 10 月跌至 1100 点左右，<strong>不过这场泡沫也淘汰掉了许多不良商业模式</strong>，<strong>留下了<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/EBAY\">eBay</a> 等真正能赚钱的公司</strong>。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>微软创始人比尔・盖茨：AI 行业正处于泡沫时期，大量投资将成坏账</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n微软创始人比尔・盖茨：AI 行业正处于泡沫时期，大量投资将成坏账\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-31 20:09 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251031201417a6d8e497&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 10 月 31 日消息，微软联合创始人、前 CEO 比尔・盖茨本周（10 月 28 日）出席 CNBC 电视台《Squawk Box》节目，与主持人对谈 AI 行业目前的现状，并预测未来 AI 行业将出现“泡沫破裂”。盖茨指出，目前整个世界都处于泡沫状态中，不过整体状态与 17 世纪荷兰的“郁金香狂热”不太一样，反而比较像是千禧年间的“互联网泡沫”。他对“互联网泡沫”破裂时的景象回忆道：...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251031201417a6d8e497&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1032955483.USD":"NORDEA 1 STABLE RETURN \"HB\" (USDHDG) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","MSFT":"微软","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0894486033.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) INC MF","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0171293334.USD":"贝莱德英国基金A2","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU0894485498.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0426417589.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251031201417a6d8e497&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2579461854","content_text":"IT之家 10 月 31 日消息，微软联合创始人、前 CEO 比尔・盖茨本周（10 月 28 日）出席 CNBC 电视台《Squawk Box》节目，与主持人对谈 AI 行业目前的现状，并预测未来 AI 行业将出现“泡沫破裂”。盖茨指出，目前整个世界都处于泡沫状态中，不过整体状态与 17 世纪荷兰的“郁金香狂热”不太一样，反而比较像是千禧年间的“互联网泡沫”。他对“互联网泡沫”破裂时的景象回忆道：“最终整个行业发生了具有深远意义的事件（指 2002 年纳指跌至 1100 点左右），世界变得完全不同。一些公司最终在泡沫破裂时站稳了脚跟，但大多数公司只是跟风投机，消耗资本最终倒闭”。盖茨预测道，一些投资数十亿美元押注 AI 的公司可能永远不会盈利，且这些钱最终可能会成为坏账，犹如“进入死胡同”一样。他对此解释道：“AI 的价值非常高，就跟互联网最终被证明价值巨大一样。但现在显然整个行业太过狂热，某些公司会庆幸他们在这个时间点投资，而另一些则会建立一堆只会耗电的数据中心，最终无法反悔”。与此同时，OpenAI CEO 山姆・奥尔特曼等 AI 行业领军人物却否认 AI 泡沫的说法，认为 AGI（通用人工智能）等重要里程碑即将到来，他甚至预测“超级智能”将带领科学实现指数级增长，以后人类一年取得的进步可能能抵得上过去十年。IT之家注：互联网泡沫指的是 1995 年-2002 年前后，全球互联网行业发展初期出现的一场投机潮，当时人们对“互联网改变世界”展现巨大期待，大量资金疯狂涌入网络公司，甚至许多资金流向了没有盈利能力的骗子企业。最终这场泡沫在 2000 年 3 月 10 日达到顶峰，纳斯达克指数达到 5048 点，但从 4 月开始科技股票就大幅下跌，逐步导致市场信心崩溃，引发大量互联网公司破产，最终纳指在 2002 年 10 月跌至 1100 点左右，不过这场泡沫也淘汰掉了许多不良商业模式，留下了亚马逊、谷歌、eBay 等真正能赚钱的公司。","news_type":1,"symbols_score_info":{"MSFT":1.5}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":495148691710032,"gmtCreate":1761916824845,"gmtModify":1761916827362,"author":{"id":"3491856027391731","authorId":"3491856027391731","name":"ffyy","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3491856027391731","authorIdStr":"3491856027391731"},"htmlText":"上次盖茨说AI会替代搜索，当时不信，现在信了。这次不知道盖茨说的对不对。","listText":"上次盖茨说AI会替代搜索，当时不信，现在信了。这次不知道盖茨说的对不对。","text":"上次盖茨说AI会替代搜索，当时不信，现在信了。这次不知道盖茨说的对不对。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/495148691710032","repostId":2579461854,"repostType":2,"repost":{"id":"2579461854","kind":"news","pubTimestamp":1761912593,"share":"https://www.laohu8.com/m/news/2579461854?lang=&edition=full","pubTime":"2025-10-31 20:09","market":"us","language":"zh","title":"微软创始人比尔・盖茨：AI 行业正处于泡沫时期，大量投资将成坏账","url":"https://stock-news.laohu8.com/highlight/detail?id=2579461854","media":"IT之家","summary":"IT之家 10 月 31 日消息，微软联合创始人、前 CEO 比尔盖茨本周出席 CNBC 电视台《Squawk Box》节目，与主持人对谈 AI 行业目前的现状，并预测未来 AI 行业将出现“泡沫破裂”。盖茨预测道，一些投资数十亿美元押注 AI 的公司可能永远不会盈利，且这些钱最终可能会成为坏账，犹如“进入死胡同”一样。","content":"<html><body><article><p>IT之家 10 月 31 日消息，<a href=\"https://laohu8.com/S/MSFT\">微软</a>联合创始人、前 CEO 比尔・盖茨本周（10 月 28 日）出席 CNBC 电视台《Squawk Box》节目，与主持人对谈 AI 行业目前的现状，并预测未来 AI 行业将出现“泡沫破裂”。</p><p>盖茨指出，目前整个世界都处于泡沫状态中，不过整体状态与 17 世纪荷兰的“郁金香狂热”不太一样，<strong>反而比较像是千禧年间的“互联网泡沫”</strong>。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251031201406671d206fvenhcd5s4s\"/><p>他对“互联网泡沫”破裂时的景象回忆道：“最终整个行业发生了具有深远意义的事件（指 2002 年纳指跌至 1100 点左右），世界变得完全不同。一些公司最终在泡沫破裂时站稳了脚跟，<strong>但大多数公司只是跟风投机</strong>，<strong>消耗资本最终倒闭</strong>”。</p><p>盖茨预测道，<strong>一些投资数十亿美元押注 AI 的公司可能永远不会盈利</strong>，<strong>且这些钱最终可能会成为坏账</strong>，犹如“进入死胡同”一样。</p><p>他对此解释道：“AI 的价值非常高，就跟互联网最终被证明价值巨大一样。<strong>但现在显然整个行业太过狂热</strong>，某些公司会庆幸他们在这个时间点投资，<strong>而另一些则会建立一堆只会耗电的数据中心</strong>，最终无法反悔”。</p><p>与此同时，OpenAI CEO 山姆・奥尔特曼等 AI 行业领军人物却否认 AI 泡沫的说法，认为 AGI（通用人工智能）等重要里程碑即将到来，他甚至预测“超级智能”将带领科学实现指数级增长，以后人类一年取得的进步可能能抵得上过去十年。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251031201408449d206gnahkcfe4o1\"/><p>IT之家注：互联网泡沫指的是 1995 年-2002 年前后，全球互联网行业发展初期出现的一场投机潮，当时人们对“互联网改变世界”展现巨大期待，大量资金疯狂涌入网络公司，<strong>甚至许多资金流向了没有盈利能力的骗子企业</strong>。</p><p>最终这场泡沫在 2000 年 3 月 10 日达到顶峰，纳斯达克指数达到 5048 点，但从 4 月开始科技股票就大幅下跌，逐步导致市场信心崩溃，引发大量互联网公司破产，最终纳指在 2002 年 10 月跌至 1100 点左右，<strong>不过这场泡沫也淘汰掉了许多不良商业模式</strong>，<strong>留下了<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/EBAY\">eBay</a> 等真正能赚钱的公司</strong>。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>微软创始人比尔・盖茨：AI 行业正处于泡沫时期，大量投资将成坏账</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n微软创始人比尔・盖茨：AI 行业正处于泡沫时期，大量投资将成坏账\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-31 20:09 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251031201417a6d8e497&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 10 月 31 日消息，微软联合创始人、前 CEO 比尔・盖茨本周（10 月 28 日）出席 CNBC 电视台《Squawk Box》节目，与主持人对谈 AI 行业目前的现状，并预测未来 AI 行业将出现“泡沫破裂”。盖茨指出，目前整个世界都处于泡沫状态中，不过整体状态与 17 世纪荷兰的“郁金香狂热”不太一样，反而比较像是千禧年间的“互联网泡沫”。他对“互联网泡沫”破裂时的景象回忆道：...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251031201417a6d8e497&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1032955483.USD":"NORDEA 1 STABLE RETURN \"HB\" (USDHDG) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","MSFT":"微软","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0894486033.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) INC MF","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0171293334.USD":"贝莱德英国基金A2","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU0894485498.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0426417589.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251031201417a6d8e497&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2579461854","content_text":"IT之家 10 月 31 日消息，微软联合创始人、前 CEO 比尔・盖茨本周（10 月 28 日）出席 CNBC 电视台《Squawk Box》节目，与主持人对谈 AI 行业目前的现状，并预测未来 AI 行业将出现“泡沫破裂”。盖茨指出，目前整个世界都处于泡沫状态中，不过整体状态与 17 世纪荷兰的“郁金香狂热”不太一样，反而比较像是千禧年间的“互联网泡沫”。他对“互联网泡沫”破裂时的景象回忆道：“最终整个行业发生了具有深远意义的事件（指 2002 年纳指跌至 1100 点左右），世界变得完全不同。一些公司最终在泡沫破裂时站稳了脚跟，但大多数公司只是跟风投机，消耗资本最终倒闭”。盖茨预测道，一些投资数十亿美元押注 AI 的公司可能永远不会盈利，且这些钱最终可能会成为坏账，犹如“进入死胡同”一样。他对此解释道：“AI 的价值非常高，就跟互联网最终被证明价值巨大一样。但现在显然整个行业太过狂热，某些公司会庆幸他们在这个时间点投资，而另一些则会建立一堆只会耗电的数据中心，最终无法反悔”。与此同时，OpenAI CEO 山姆・奥尔特曼等 AI 行业领军人物却否认 AI 泡沫的说法，认为 AGI（通用人工智能）等重要里程碑即将到来，他甚至预测“超级智能”将带领科学实现指数级增长，以后人类一年取得的进步可能能抵得上过去十年。IT之家注：互联网泡沫指的是 1995 年-2002 年前后，全球互联网行业发展初期出现的一场投机潮，当时人们对“互联网改变世界”展现巨大期待，大量资金疯狂涌入网络公司，甚至许多资金流向了没有盈利能力的骗子企业。最终这场泡沫在 2000 年 3 月 10 日达到顶峰，纳斯达克指数达到 5048 点，但从 4 月开始科技股票就大幅下跌，逐步导致市场信心崩溃，引发大量互联网公司破产，最终纳指在 2002 年 10 月跌至 1100 点左右，不过这场泡沫也淘汰掉了许多不良商业模式，留下了亚马逊、谷歌、eBay 等真正能赚钱的公司。","news_type":1,"symbols_score_info":{"MSFT":1.5}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":1,"commentSize":2,"repostSize":2,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}