Morgan Stanley CEO Says AI Buildout Could Hit $15 Trillion and We're Barely Started
4 Articles
4 Articles
Expanding the infrastructure needed to develop artificial intelligence could become one of the largest investment projects of the next decade. According to the CEO of Morgan Stanley, quoted by Bloomberg, total expenditures for this purpose could reach as much as $15 trillion. At the same time, some of the largest asset managers warn that the massive inflow of capital increases the risk of a bubble.
华尔街高管称大规模 AI 融资需求强劲，十年支出或达 15 万亿美元
ChainCatcher 消息，据彭博社报道，在香港金管局全球金融领袖投资峰会上，华尔街高管表示，资本市场将继续为全球 AI 基础设施建设提供融资。摩根士丹利首席执行官 Ted Pick 预计，未来十年 AI 累计支出可能达 15 万亿美元，最大科技超大规模企业未来 7 至 12 年每年可能投入 8000 亿至 1 万亿美元。Pick 称，目前大约处于九局比赛的第三局。高盛首席执行官 David Solomon 表示，随着投资者评估 AI 和算力需求激增，资本市场仍具承接能力，融资需求将得到有力满足。他提醒，技术超级周期很少直线推进，交易规模的主要制约因素是资本成本而非资金可得性。Pick 预计，长期回报将可持续，生产率提升可能每年推动美国实际 GDP 增长 50 至 70 个基点。Solomon 还表示，AI 问责最终应落在个人而非系统上。
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