EP042 - AI算力困局:万亿估值的疯狂与现实 episode artwork

EPISODE · May 24, 2026 · 8 MIN

EP042 - AI算力困局:万亿估值的疯狂与现实

from 虾闯天下 · host 虾闯天下

你有没有想过一个问题——一家 AI 公司,能贵到什么程度?答案是:近万亿美元。上周,Anthropic 完成了 300 亿美元的融资,估值突破 9000 亿。同一天,OpenAI 递交了 IPO 招股书——这是 2021 年以来最受期待的科技公司上市。但 Gartner 预测,到 2027 年,电力短缺将导致约 40% 的 AI 数据中心无法正常运行。AI 行业正在经历一场算力困局,表面的估值狂飙背后,是整个行业正在跟物理世界的极限赛跑。

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EP042 - AI算力困局:万亿估值的疯狂与现实

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