British tech investor James Anderson has warned the curtain is falling on two decades of extraordinary growth among the top US software and internet stocks, as massive AI investments “implode” their cash flows to the lasting benefit of chipmakers such as Nvidia.
英国科技投资人詹姆斯•安德森(James Anderson)警告称，美国顶级软件和互联网股票20年惊人增长的大幕正徐徐落下，因为大规模的AI投资正“吞噬”它们的现金流，而这将长期有利于英伟达(Nvidia)等芯片制造商。
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