杰富瑞称美国AI资本开支周期或接近拐点
杰富瑞策略师Christopher Wood称，AI相关资本开支对美国GDP增长贡献显著，并警告信用、半导体股及云服务商现金流信号显示该周期或接近拐点。
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杰富瑞策略师Christopher Wood称，AI相关资本开支对美国GDP增长贡献显著，并警告信用、半导体股及云服务商现金流信号显示该周期或接近拐点。
US third-quarter GDP initial seasonally adjusted annualized quarterly rate was 3.4%, above the estimate of 3.2%and the previous reading of 2.2%。
According to PANews, citing Coin Bureau,Anthropic co-founder Jack Clark said AI could significantly boost the United States GDP, and warned that safety safeguards need to be established within a few years; it is also reportedly planning to November IPO。
PANews reported that Anthropic co-founder Jack Clark said the company’s internal model predicts AI could drive U.S. economic output to 2030 in 44000000000000 USD。