科技巨头豪掷数万亿美元建设AI，传统业务与自由现金流承压

Elice's huge stock swings show AI's spending boom is getting more investor scrutiny

The AI boom is entering a more unforgiving phase, as investors question whether the billions poured into data centers wi…

亚马逊财报后跌7%，英特尔盘前重挫25%，AI资本开支回报疑虑升温

Amazon falls 7%, Intel plunges 25% in premarket trading, as pressure mounts after earnings

Investors are nervous about the massive AI spending from the tech giants and whether that will pay off.

投资者质疑新云商业模式，但Nebius称AI算力价格正在上涨

Investors are questioning neoclouds' business model but Nebius says AI computing prices are rising

The comments come as investors scrutinize the debt, borrowing costs and economics of companies building AI infrastructur…

比特币矿企转向AI：算力交易市场的形成仍待验证

Bitcoin miners' move into AI is creating a new market for trading computing power

Luxor raised $16 million to expand into AI hardware and trading, betting that computing power will become a market where…

An AI label alone no longer wins lenders, JPMorgan says

As default insurance on several AI-linked firms hits record costs, companies must show they can finance investment, serv…