TS Lombard：超 80% AI 相关收入仍来自生态内循环资本开支
"More than 80% of AI-related revenues are still just coming from 'recycled capex', rather than from businesses and consumers outside the ecosystem tha...
AI 导读
Daily Chartbook 转述 TS Lombard 的 Dario Perkins 观点：超过 80% 的 AI 相关收入仍来自“循环资本开支”，而非来自愿意为 AI 服务付费的生态系统外的企业和消费者。
来源：@dailychartbook · x.com