标签: Gemini

Quote of the day by investor Warren Buffett on AI capex: “That’s real money… That kind of money wasn’t even put in the railroad business” — outlining his bullish long-term thesis on AI

Quote of the day by investor Warren Buffett on AI capex: "That's real money... That kind of money wasn't even put in the railroad business" — outlining his bullish long-term thesis on AI

巴菲特罕见公开表态,认为科技巨头在AI基础设施上的巨额资本开支可与19世纪美国铁路建设相提并论,并因此看多Alphabet。这说明最谨慎的传统投资人开始把AI算力投入视为长期价值投资,而非短期泡沫。