生成式AI估值崩跌，1萬億美元消失
Anthropic 估值數周內下跌 25%，從 2 萬億美元至 1.5 萬億美元，Nvidia 在 6 個月內下跌 29%，表明生成式 AI 投資可能出現泡沫破裂。
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.