AI Bubble 2026: Is It Real? Capex, Fed Warnings & GPU Lifespans
中文摘要
随着科技巨头AI支出激增，美联储警告其具有系统性风险，市场担忧2026年出现AI泡沫。
English Summary
Massive AI capex and spending spark bubble concerns, while the Fed warns AI is a top systemic risk.
原文节选
⚠️ June 2026: $725B Big Tech AI capex forecast · $2.53T total AI spend this year · Fed lists AI as top systemic risk · $930B data center… Continue reading on Medium »