Citadel sees $500b in AI chip debt issuance by 2028

AI芯片热潮正在引爆一场金融风暴！美国知名对冲基金Citadel预测，到2028年，全球AI芯片相关的债券发行规模将突破5000亿美元。这意味着，各大科技公司为抢购英伟达等高端芯片，正疯狂举债融资，把AI竞赛变成了烧钱大战。通俗讲，就像家家户户都想买最新款电动车，但车太贵，只能先贷款。如今科技巨头们就是这种状态——为了在AI赛道不掉队，不惜借钱囤芯片。5000亿美元相当于好几个国家的全年经济产出，足见这轮AI基建的疯狂程度。对我们普通人来说，影响将分两面看：短期看，AI算力爆发会加速智能应用落地，比如更聪明的语音助手、更精准的医疗诊断；但长期看，如果AI回报跟不上巨额投入，企业可能削减开支，甚至引发金融风险。未来两年，AI应用能否真正赚钱，将决定这场豪赌的走向。

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