On 23 November, according to the Wall Street Journal, large expenditures on data centres in recent weeks have heightened concerns about the emergence of artificial intelligence bubbles。AMD THE STOCK PRICE ROSE BY ALMOST 60% IN OCTOBER, BUT THIS MONTH IT FELL BY ABOUT 20%。
“I'm not worried about AI bubblesIN HIS INTERVIEW, AMD CEO SOZIFO SAIDI do think those who hold such ideas are somewhat short-sighted. They didn't really see the power of this technology. "
Susef said that those who were willing to “bold and bold bets” were reaping returns, including soaring stock prices and increasing market shares, and she believed that the exploration of artificial intelligence applications by technology companies was just beginning。
1AIIt was noted that for many large technology companies, including AMD, significant and bold bets implied participation in revolving financing arrangements. For example, in order to ensure a chip sales agreement with OpenAI, Susef promised the ChatGPT manufacturer a certificate of ownership to enable it to purchase AMD shares up to 10% at a substantial discount. Such transactions exacerbate the concern that artificial intelligence booms are being supported by unsustainable financing。
"Don't stand by and worry, "Hey, am I investing too much? 'When she said, 'In my opinion, underinvestment is far more dangerous than investment. "