生成式AI估值大幅下跌，1万亿美元蒸发
Anthropic 估值数周内下跌 25%，从 2 万亿美元至 1.5 万亿美元， Nvidia 在 6 个月内下跌 29%，表明生成式 AI 投资可能出现泡沫破裂。
since august 2023, generative ai investments have faced significant challenges. gary marcus warned of financial struggles, citing high training costs, such as $10 billion for claude 5.5, and expensive inference. the market has finally responded, with anthropic's valuation dropping 25% in weeks, from $2t to $1.5t, and nvidia down 29% in 6 months. oracle and coreweave also saw significant declines, 35% and 54% respectively. this downward trend may continue, with $1 trillion wiped out in a single day in the us stock market.