AI 究竟如何改变了经济?
Ed Zitron 分析指出,剔除资本开支后,AI 对 GDP 的贡献微乎其微。高盛预计 2026 年美国 AI 投资将占 GDP 的 1.9%,但这几乎全部来自数据中心建设和 GPU 销售,而非 AI 计算租赁本身。他还发现,BLS 的软件价格指数仍低于 1997 年水平,可能低估了软件成本涨幅,导致 BEA 自 2022 年起高估了软件销售对 GDP 的贡献。

cal (like iCloud) would flow into the “US Information/ICT” indices of GDP calculation, but its sales of iPhones, Macs and iPads would flow into manufacturing, the same place where NVIDIA’s GPU sales would go. ICT also doesn’t include consultancy revenue or IT services from companies like Accenture, but that isn’t really relevant to the analysis. In any case, the ICT industry’s contribution to GDP is actually very, very useful for this calculation, because it specifically includes sales of AI sof
匹配字段正文

