这些大厂
自由现金流全部砸进去了
变成资本开资
甚至还不够
还要发百年债券去融资
囤那些贬值极快的设备
为了模型更聪明
终端收入相对于资本开支
大概千倍杠杆
泡沫实在太大了
坚定的和巴菲特一桌
From X
Disclaimer: The above content reflects only the author's opinion and does not represent any stance of CoinNX, nor does it constitute any investment advice related to CoinNX.