標題: openAI要花1.4兆，AI投資的變現力如何? [打印本頁] 作者: sec2100 時間: 2025-12-15 19:21 標題: openAI要花1.4兆，AI投資的變現力如何? https://finance.yahoo.com/news/w ... bble-140000205.html 作者: sec2100 時間: 2025-12-15 19:21
OpenAI alone plans to spend $1.4 trillion in the coming years. But the Sam Altman-led company, which became the world’s most valuable startup in October, is generating far less revenue than its operating costs. It expects to burn $115 billion through 2029 before generating cash in 2030, The Information reported in September.作者: sec2100 時間: 2025-12-15 19:23
Alphabet (GOOG, GOOGL), Microsoft (MSFT), Amazon.com Inc. (AMZN) and Meta Platforms Inc. (META) are projected to spend more than $400 billion on capital expenditures in the next 12 months, most of it for data centers. While those companies are seeing AI-related revenue growth from cloud-computing and advertising businesses, it’s nowhere near the costs they’re incurring.作者: sec2100 時間: 2025-12-15 19:23
Palantir Technologies Inc. (PLTR), which trades at a multiple of more than 180 times estimated profits, is among the AI stocks with nosebleed valuations. Snowflake Inc. is another, with a multiple of almost 140 times projected earnings. But Nvidia, Alphabet and Microsoft are all below 30 times, which is relatively tame considering all the euphoria surrounding them.