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Zhitong
2023.08.14 02:05

媒体称 OpenAI 可能破产？郭明錤：无需担心

天风国际分析师郭明錤表示，不用去担心 “媒体报导 OpenAI 可能破产”。AI/AIGC 已是明确的趋势，但产业的变化将会创造新赢家与输家。值得注意的是若 AI/AIGC 无法创造可持续获利的商业模式，产业对 AI/AIGC 的投资可能会放缓，我认为其中一个观察指标为微软未来两个季度对 AI/AIGC 的资本支出展望与相关业务的获利状况。
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