微软创始人比尔・盖茨：AI 行业正处于泡沫时期，大量投资将成坏账

IT之家10-31

IT之家 10 月 31 日消息，微软联合创始人、前 CEO 比尔・盖茨本周（10 月 28 日）出席 CNBC 电视台《Squawk Box》节目，与主持人对谈 AI 行业目前的现状，并预测未来 AI 行业将出现“泡沫破裂”。盖茨指出，目前整个世界都处于泡沫状态中，不过整体状态与 17 世纪荷兰的“郁金香狂热”不太一样，反而比较像是千禧年间的“互联网泡沫”。他对“互联网泡沫”破裂时的景象回忆道：...

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的价值非常高，就跟互联网最终被证明价值巨大一样。但现在显然整个行业太过狂热，某些公司会庆幸他们在这个时间点投资，而另一些则会建立一堆只会耗电的数据中心，最终无法反悔”。与此同时，OpenAI CEO 山姆・奥尔特曼等 AI 行业领军人物却否认 AI 泡沫的说法，认为 AGI（通用人工智能）等重要里程碑即将到来，他甚至预测“超级智能”将带领科学实现指数级增长，以后人类一年取得的进步可能能抵得上过去十年。IT之家注：互联网泡沫指的是 1995 年-2002 年前后，全球互联网行业发展初期出现的一场投机潮，当时人们对“互联网改变世界”展现巨大期待，大量资金疯狂涌入网络公司，甚至许多资金流向了没有盈利能力的骗子企业。最终这场泡沫在 2000 年 3 月 10 日达到顶峰，纳斯达克指数达到 5048 点，但从 4 月开始科技股票就大幅下跌，逐步导致市场信心崩溃，引发大量互联网公司破产，最终纳指在 2002 年 10 月跌至 1100 点左右，不过这场泡沫也淘汰掉了许多不良商业模式，留下了亚马逊、谷歌、eBay 等真正能赚钱的公司。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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