前 SEC 主席 Gary Gensler 警告：AI 投资热潮将在 18 至 30 个月内回落
The AI Boom Will Pull Back, Warns Former SEC Chair Gary Gensler
前 SEC 主席 Gary Gensler 警告，历史经验表明当前的 AI 投资热潮不会无限持续，他预计未来 18 至 30 个月内会出现某种放缓或逆转。现为 MIT 斯隆管理学院实践教授的他还指出，不断累积的债务可能决定这轮调整的破坏性有多大，并谈及美国 AI 基础设施是否存在过度建设的问题。
Oct 27th, 2026
The AI Boom Will Pull Back, Warns Former SEC Chair Gary Gensler
Former SEC Chair Gary Gensler says history suggests today’s AI investment boom will not continue indefinitely. He's expecting some form of slowdown or reversal within the next 18 to 30 months, and says mounting debt could determine how disruptive that correction becomes. Gensler also weighs in on interest rates, monetary policy, financial stability, and the possibility that the U.S. has overbuilt AI infrastructure. Gensler, now Professor of the Practice of Global Economics and Management at MIT's Sloan School of Management, speaks with Bloomberg Surveillance hosts Tom Keene and Paul Sweeney.
来源：Bloomberg：Technology · bloomberg.com