# AI泡沫到算力短缺的六个月剧变

- 来源：Ethan Mollick (@emollick)
- 发布时间：2026-05-02 10:08
- AIHOT 分数：45
- AIHOT 链接：https://aihot.virxact.com/items/cmonprewp0i42sll930z0jwee
- 原文链接：https://x.com/emollick/status/2050396928798535990

## AI 摘要

这篇《大西洋月刊》的文章中引用了我的几次观点，但这并非（唯一）让我认为它出色的原因。
文章阐明了为何在不到六个月的时间里，我们从“AI是泡沫”急剧转变到“数据中心不足”的缘由。
剧透：是智能体。
https://www.theatlantic.com/economy/2026/05/ai-bubble-revenue-anthropic/687022/

## 正文

I was quoted a couple times in this Atlantic article， but that isn't （the only） reason I think it is good. It lays out the reasons why we whipsawed from "AI is a bubble" to "there are not enough data centers" in less than six months. Spoiler： its agents. https://www.theatlantic.com/economy/2026/05/ai-bubble-revenue-anthropic/687022/