Event ·Multi-source

黑石集团总裁Jon Gray反驳AI泡沫论：需求呈抛物线式增长

据彭博社10月22日报道，黑石集团总裁Jon Gray公开反驳Ken Griffin关于AI存在泡沫的说法。Gray认为AI与上世纪90年代电信泡沫不同，是先建产能同时追赶需求，而非先建产能再等需求。他举例称黑石与Anthropic合资成立的AI咨询公司Ode目前根本跟不上客户需求，需求近乎呈抛物线式增长。

Current read

黑石总裁Jon Gray隔空回应Ken Griffin的AI泡沫论，还搬出和Anthropic合办的Ode举例，说客户需求多到接不过来。

11 sources47° AI heatLast updated 2026/10/22 15:38:11

Evidence

11 sources

Primary sourceIT之家

2026/10/22 15:38:11View source

Related source 1@cb_doge

2026/10/20 16:33:33View source

Related source 2The Information

2026/10/20 17:30:08View source

Related source 3TestingCatalog

2026/10/20 18:21:43View source

Related source 4rohanpaul_ai

2026/10/20 18:58:27View source

Related source 5kimmonismus

2026/10/20 19:43:37View source

Related source 6Andrew Curran

2026/10/20 20:27:29View source

Related source 7techcrunch

2026/10/20 21:25:22View source

Related source 8Gorden Sun

2026/10/21 01:28:17View source

Related source 9Tech in Asia

2026/10/21 04:16:24View source

Related source 10swyx (AI Engineer)

2026/10/21 05:06:02View source

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