Cathie Wood：电力与芯片短缺正迫使 AI 提早走向效率化
精选理由
ARK 的 Cathie Wood 谈算力和电力短缺怎么看：她拿 2000 年电信泡沫做对比，认为这次约束反而让周期更健康，角度挺有意思。
ARK Invest CEO Cathie Wood 认为，当前的电力、芯片和数据中心产能短缺正在迫使 AI 行业提早提升资源效率。她对比 2000 年前后的科技与电信泡沫，指出当时资金缺乏纪律投入导致大量浪费。她预计这一轮资源约束会让 AI 周期持续更久，最终回落时的冲击也更小。
原文 · rohanpaul_ai
Cathie Wood (ARK CEO and Chief Investment Officer) sees a bright side in the current shortages of power, chips and data center capacity:
They are forcing efficiency into AI early. In the tech and telecom bubble, money poured in with little discipline and much of it was wasted, and she expects these limits to make this cycle last longer and end with far less fallout.
---- Full video on "ARK Invest" YouTube channel, (link in comment)
