人工智能繁荣面临新问题：资本成本（SPX）

2026-09-20 · seekingalpha.com

甲骨文公司人工智能资本支出激增导致自由现金流为负，信用风险上升。

In recent years, investors have discussed almost every major aspect of artificial intelligence: valuation, productivity, employment, security, and regulation. A...