木头姐：电力与芯片短缺正倒逼 AI 提前提升效率
原标题：Cathie Wood (ARK CEO and Chief Investment Officer) sees a bright side in the current shortages of p...
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ARK Invest CEO Cathie Wood 认为，当前电力、芯片与数据中心容量的短缺并非纯负面，而是提前把效率约束注入 AI 产业。她对比互联网泡沫时期资金缺乏纪律的教训，判断这轮周期会更长、收尾时冲击更小。
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Rohan Paul (@rohanpaul_ai) · 2026-11-09 01
Cathie Wood (ARK CEO and Chief Investment Officer) sees a bright side in the current shortages of power, chips and data center capacity:
They are forcing efficiency into AI early. In the tech and telecom bubble, money poured in with little discipline and much of it was wasted, and she expects these limits to make this cycle last longer and end with far less fallout.
Full video on "ARK Invest" YouTube channel, (link in comment)
