Gary Marcus警告OpenAI烧钱太快，连累给它供应芯片和数据中心的Nvidia、Oracle和CoreWeave，投资者得注意这链条风险。
Gary Marcus对Business Insider表示，OpenAI的财务问题可能波及高度依赖其芯片和数据中心需求的科技股，如Nvidia、Oracle和CoreWeave。他指出OpenAI现金消耗速度极快，若得不到公共资金支持将面临困境，进而威胁这些主要客户公司的未来预期。CoreWeave等供应商的估值很大程度上基于OpenAI的持续高需求。
OpenAI troubles could also be troubles … “for tech stocks like Nvidia, Oracle and CoreWeave with hig...
OpenAI troubles could also be troubles … “for tech stocks like Nvidia, Oracle and CoreWeave with high exposure to it. "Their values rely to a significant degree on the expectation that OpenAI will have an immense demand for chips and data centers, but OpenAI is burning cash very, very, very, fast," @garyMarcus told @BusinessInsider "They probably have problems if they don't get public money. If they have problems, that puts the future of other companies that count them as a major customer in doubt”” businessinsider.com/gary-marcus-ai… 💬 5 🔄 13 ❤️ 22 👀 1112 📊 10 ⚡