The global financial sector is currently examining whether the huge amounts of money invested in artificial intelligence (AI) will create enough business demand to ensure that AI developers and infrastructure providers remain profitable.

全球金融部門目前正在研究，投資於人工智能（AI）的巨額資金是否能創造足夠的業務需求，以確保 AI 開發商和基礎設施提供商能維持獲利。

The long-term success of the AI industry depends on moving from speculative investments to actual profits. Goldman Sachs estimates that spending on data center infrastructure could reach $7.6 trillion by 2031, which has caused some instability in the market. This problem is made worse by a gap between the 'hyperscalers'—such as Alphabet, Amazon, Meta, Microsoft, and Oracle—and the actual willingness of customers to pay for these services. Furthermore, research from Gartner suggests that replacing human workers with AI has often failed to provide a good return on investment, while Pew Research shows that many people remain skeptical about the technology's usefulness to society.

AI 產業的長期成功取決於能否將投機性投資轉化為實際利潤。高盛估計，到 2031 年數據中心基礎設施的支出可能達到 7.6 兆美元，這導致了市場的一些不穩定。由於「超大規模雲端服務商」——例如 Alphabet、Amazon、Meta、Microsoft 和 Oracle ——與客戶實際支付服務費的意願之間存在差距，使得問題更加嚴重。此外，Gartner 的研究顯示，以 AI 取代人力勞工往往未能提供理想的投資回報，而 Pew Research 則顯示許多人對該技術對社會的實用性仍持懷疑態度。

To solve these financial challenges, AI companies like OpenAI and Anthropic are working more closely with professional consultants and private investors. Instead of just providing tools, these companies are now acting as consultants to help businesses adopt AI more easily. They are doing this by buying tech consultancy firms and forming partnerships to improve their software. However, some experts disagree with this strategy. This skepticism is seen in the falling share prices of firms like Accenture and Palantir, which suggests that integrating AI into complex business systems is not yet a guaranteed way to make money.

為了克服這些財務挑戰，OpenAI 和 Anthropic 等 AI 公司正與專業顧問及私人投資者更緊密地合作。這些公司目前不再僅僅提供工具，而是扮演顧問角色，協助企業更輕鬆地導入 AI。他們透過收購技術顧問公司並建立合作夥伴關係來優化其軟體。然而，部分專家並不認同此策略。Accenture 和 Palantir 等公司股價的下跌反映了這種質疑，顯示將 AI 整合到複雜的業務系統中，目前尚未能保證獲利。

On the other hand, a report by Boston Consulting Group (BCG) and Temasek identifies a growing opportunity in AI and climate sustainability. The report asserts that using AI to improve energy storage, industrial efficiency, and climate risk modeling could create $600 billion in annual global value by 2028. Consequently, investment is shifting from venture capital toward infrastructure and growth equity. The BCG-Temasek analysis emphasizes that success in this area depends less on how advanced the AI models are and more on having private operational data and strong professional relationships.

另一方面，波士頓諮詢公司（BCG）與淡馬錫（Temasek）的一份報告指出，AI 與氣候永續發展領域存在成長中的機遇。該報告主張，利用 AI 改善能源儲存、工業效率與氣候風險建模，到 2028 年每年可創造 6,000 億美元的全球價值。因此，投資正從風險投資轉向基礎設施與成長權益。BCG 與淡馬錫的分析強調，該領域的成功較不取決於 AI 模型的先進程度，而更多取決於是否擁有私人營運數據及強大的專業關係。

The AI sector is currently in a risky transition period. Its future success depends on whether companies can turn technical abilities into practical business applications that generate steady revenue.

AI 部門目前正處於一個風險較高的過渡期。其未來成功與否，取決於公司能否將技術能力轉化為可產生穩定收入的實際業務應用。