1
英伟达黄仁勋：AI 工厂时代来临，智能体重塑计算格局
英伟达黄仁勋宣布AI工厂时代来临，批CEO借AI裁员，强调基础设施投资回报已明确，重塑计算新格局。
IT之家 6 月 25 日消息，昨日（6 月 24 日）举办的年度股东大会上，英伟达首席执行官黄仁勋描绘了一幅雄心勃勃的 AI 基础设施扩张蓝图。 黄仁勋表示 AI 产业已迈入新的阶段，智能体 AI（Agent AI，指能自主执行任务、作出决策的 AI 系统）已经到来， 而物理 AI（physica…
2
NEA’s Tiffany Luck says enterprises are still figuring out their AI ROI
企业仍在摸索AI投资回报率，听听风投专家如何解读当前困境与未来方向。
Tokenmaxxing was the hottest trend in Silicon Valley earlier this year, with CEOs encouraging employees to push AI usage as far as it w…
3
The Metric CFOs Struggle to Track: AI Usage
CFO们最头疼的指标：AI到底用了多少，钱花得值不值
Article URL: https://www.wsj.com/cfo-journal/the-metric-cfos-struggle-to-track-ai-usage-3b30c10c Comments URL: https://news.ycombinator.com/item?id=48…
4
How much value is AI creating?
顶级财经媒体直击AI价值争议：投入巨资是否真的换来经济增长？数据告诉你真相
Article URL: https://www.ft.com/content/8e9ae7a4-7209-4e2c-aa36-f3af77d6ce1f Comments URL: https://news.ycombinator.com/item?id=48408560 Points: 3 # C…
5
Companies' AI Bills Are Bigger Than Ever – and Coming Due
企业AI投入空前高涨，当巨额账单到期，能否换来预期回报？深度分析AI商业化的新考验。
Article URL: https://www.bloomberg.com/opinion/articles/2026-06-04/the-ai-boom-s-next-test-is-the-roi-worth-the-cost Comments URL: https://news.ycombi…
6
AI Budget Is Growing. Your Returns Aren't
AI投资预算飙升，但回报为何停滞不前？Bain深度剖析企业AI落地的效率陷阱与破局之道。
Article URL: https://www.bain.com/insights/your-ai-budget-is-growing-your-returns-arent-heres-why/ Comments URL: https://news.ycombinator.com/item?id=…
7
AI Doesn't Have ROI
AI投资回报难证实，一公司意外烧掉500万，科技巨头也难自圆其说。
Article URL: https://www.wheresyoured.at/ai-doesnt-have-roi/ Comments URL: https://news.ycombinator.com/item?id=48370437 Points: 6 # Comments: 0
8
1 个月烧掉 5 亿美元，报道称企业对 AI 热情开始降温
1个月烧掉5亿美元！企业AI热情开始降温，从“要不要用”转向“值不值得”。
IT之家 5 月 30 日消息，科技媒体 Axios 昨日（5 月 29 日）发布博文，报道称美国企业对 AI 的热情开始降温， 已从“要不要用 AI”，转向“AI 花的钱是否值得”。 报道称 AI 浪潮下，很多企业积极拥抱 AI，积极推动其员工使用 AI，但伴随着每月高昂的 AI 消耗账单，让不少…
9
Uber and the Bitter Truth About Low AI ROI
Uber亲历AI投资低回报的残酷现实，揭示企业AI落地的深层痛点与教训
Comments URL: https://news.ycombinator.com/item?id=48332242 Points: 1 # Comments: 0
10
Show HN: Epstein Index – Stock returns of Epstein-linked companies since 2008
一键查看与Jeffrey Epstein关联公司的股票累计回报，对比标普500的惊人收益数据。
An index fund of every company linked to Jeffrey Epstein has returned 2,563% since his conviction. The S&P did 609%. Comments URL: https://news.yc…
11
Uber blows through its AI budget in 1 quarter
Uber一个季度烧光全年AI预算，高管坦言无法直接量化对用户功能的产出价值
Article URL: https://fortune.com/2026/05/26/uber-coo-ai-spending-tokens-claude-code/ Comments URL: https://news.ycombinator.com/item?id=48287025 Point…
12
Is AI Profitable Yet?
用一个数据驱动的网站，直击核心：AI公司到底赚不赚钱？
Article URL: https://isaiprofitable.com/ Comments URL: https://news.ycombinator.com/item?id=48243863 Points: 1 # Comments: 0
13
For Eclipse, the $2.5B Cerebras win is just the start of realizing its physical-world thesis
Eclipse早期押注Cerebras获25亿美元回报，验证其物理世界数字化投资理念。
Investing in the real world was lonely for Lior Susan 10 years ago. Now his firm finds itself at the center of the tech world's action.