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Gary Marcus 转发：研究称需将 9% GDP 投入 AI 服务才能支撑当前资本开支
Gary Marcus 转发 Greg Ip 的 WSJ 专栏，其中引用一项研究称，要证明当前 AI 资本开支合理，需在 AI 服务上花费约 9% 的 GDP，作者质疑这一规模是否现实，并提及收益递减规律。
AI推荐理由 引用 WSJ 记者 Greg Ip 的专栏，转述一项研究结论：若要为当前 AI 资本开支提供合理回报，需在 AI 服务上花费约 9% 的 GDP，并质疑其可行性。属于对 AI 投资泡沫的宏观质疑，有具体数字和来源指向，但正文仅为转述，未提供研究细节，且为二手评论。
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👌 distillation of the insanity lurking behind AI investment:
Greg Ip@greg\_ip
To justify today's AI capex, we'll have to spend 9% of GDP on AI services, a study finds. Is it plausible we'll spend as much on AI as on food? Twice as much as on energy? The law of diminishing returns would like a word. My column: [wsj.com/tech/ai/will-a…](https://www.wsj.com/tech/ai/will-america-spend-9-of-its-gdp-on-ai-the-industry-is-counting-on-it-3501bb4f)
[🔗 View Quoted Tweet](https://x.com/greg_ip/status/2105998096580726973)