openAI要花1.4兆，AI投資的變現力如何?
https://finance.yahoo.com/news/wall-street-sees-ai-bubble-140000205.htmlOpenAI alone plans to spend $1.4 trillion in the coming years. But the Sam Altman-led company, which became the world’s most valuable startup in October, is generating far less revenue than its operating costs. It expects to burn $115 billion through 2029 before generating cash in 2030, The Information reported in September. Alphabet (GOOG, GOOGL), Microsoft (MSFT), Amazon.com Inc. (AMZN) and Meta Platforms Inc. (META) are projected to spend more than $400 billion on capital expenditures in the next 12 months, most of it for data centers. While those companies are seeing AI-related revenue growth from cloud-computing and advertising businesses, it’s nowhere near the costs they’re incurring. Palantir Technologies Inc. (PLTR), which trades at a multiple of more than 180 times estimated profits, is among the AI stocks with nosebleed valuations. Snowflake Inc. is another, with a multiple of almost 140 times projected earnings. But Nvidia, Alphabet and Microsoft are all below 30 times, which is relatively tame considering all the euphoria surrounding them.
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