· 杂谈

博主质疑市场因Meta停止AI支出传闻而崩盘的逻辑。

相关概念: AI 资本支出

中文翻译

@navborgen 但市场叙事曾声称 Meta 将退出 AI 竞赛,停止资本支出(Capex),并出售多余算力!! 真不敢相信这导致了全线崩盘。

英文原文

@navborgen But market narratives were saying Meta would drop out of the AI race, stop capex, and sell excess compute!! Can’t believe that caused everything to crash.

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