The AI Bubble Debate Is Asking the Wrong Question
中文摘要
尽管英伟达繁荣，但多数AI采用者尚未获利，这一矛盾预计将在2026年打破。
English Summary
Nvidia is booming while most AI adopters see no financial impact, a contradiction expected to resolve by 2026.
Original Excerpt
*Nvidia is booming. 95% of AI adopters see zero P&L impact. Both are true — and 2026 is the year that contradiction breaks.* Continue reading on Medium »