AI扩张会成资产负担吗

Reddit讨论聚焦大厂持续重金投入AI基础设施是否会演变成资产负债表压力。帖子认为AI可能真实有用，但收入、毛利和利用率若跟不上，算力扩张就可能过度。

事件进展（2 篇报道）

1. 2026-07-22 19:45
   Reddit r/artificial At what point does the AI buildout become a balance-sheet trap?
2. 2026-07-22 21:44
   Reddit r/technology Why Mark Cuban says AI data centers could wind up as pickleball courts

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