“很难预测泡沫何时会破灭” – Impactive Capital的Lauren Taylor Wolfe (AIQ:NASDAQ)
· seekingalpha.com
AI投资泡沫风险：Impactive的Wolfe质疑3万亿美元AI资本支出的回报、新云（neocloud）借贷成本以及CFO的审查。
It is "very hard to understand when a bubble might pop," said Lauren Taylor Wolfe, managing partner at Impactive Capital.
Wolfe expressed deep uncertainty abou...