Famous short-seller Jim Chanos compares the artificial intelligence craze to the tech stock bubble
着名沽空投資者查諾斯 (Jim Chanos) 接受《彭博電視》訪問時警告，信貸和股市經歷 16 年牛市後，情況相當極端，並把人工智能資本支出熱潮比作 1990 年代科網股泡沫，指人工智能類似互聯網在 90 年代科技領域的主導地位，是目前金融週期的替代理念。
查諾斯對人工智能基建巨大資本支出感到擔憂，指有關支出遠超互聯網時代供應商融資規模的約 1,000 億美元。他點名英偉達 (NVDA.US) 及微軟 (MSFT.US) 等大型科技公司，正似乎願不惜一切將實際設備從資產負債表中移除，通過創新融資安排實現。
他認為有關企業擔心設備折舊和相關會計處理，以及他們不想直接記錄在資產負債表上的巨大資本需求。
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