AI Investment Sentiment Splits Over Data-Center Spending
SiliconANGLE reports that venture-capital investment continued in AI companies including OpenAI, DeepSeek, Legora and Otter.ai, even as concern about excessive data-center spending pushed down AI-linked stocks. It also notes upcoming earnings from Amazon, Alphabet, Microsoft and Intel, while speculating that a potential Anthropic IPO could compete for public-market capital. Conference coverage highlighted Nvidia reference architectures, new PyTorch tools from Google and Amazon Web Services, and open AI-agent protocols from the Linux Foundation’s Agentic AI Foundation.
SiliconANGLE describes a widening divide between strong private AI funding and public-market unease about the cost of AI infrastructure, according to the publication.
（本文作者为 象先志，钛媒体经授权发布）
文 | 象先志
10月23日午间，A股五家光模块公司集中发布经营情况公告，都在解释同一件事：生产正常，订单充足，行业没有发生重大变化。
在此前一个月，光模块股经历了大幅下跌。中际旭创跌了37.19%，新易盛跌了43.51%。覆巢之下，谁也没能继续站在“光”里，两家公司仍在为海外数据中心交货，股价已经跌去了一大截。
然而，这个时候老马还在继续加大投入。美国时间10月25日，马斯克宣布，SpaceX已经敲定400亿美元债务融资，用来购买GPU，设备主要在2027年第一、第二季度到货。路透在报道中补充，这笔融资当时是否已经完成定价，还不明确。
#OpenAI#DeepSeek#Legora#Otter.ai#Meta#SpaceX#CoreWeave#Anthropic#Amazon#Alphabet#Microsoft#Intel