这种规模的投资远超经济产出——这不是普通的预算问题,而是结构性回报难题。这就是AI基础设施的“投资悖论”:超大规模云服务商们陷入了典型的“囚徒困境”——没有人敢停止投资,因为担心失去竞争优势;但持续加码投资,又在不断摧毁股东价值。
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Prime Video hosts more exciting NBA action today, with the Minnesota Timberwolves visiting the LA Clippers for a Western Conference showdown. The Timberwolves have a stronger regular season record, going 21-17 in conference games versus the Clippers' 17-17.