通胀推高基础设施成本，AI股票大幅下挫

Artificial intelligence stocks fell sharply on October 14 as hotter-than-expected US inflation increased concerns about interest rates and the cost of financing the industry’s expansion. The S&P 500 declined 1.11 percent, while the Nasdaq Composite dropped 1.88 percent. Both recorded their worst session since July, according to CNN. Companies supplying the AI infrastructure buildout suffered particularly steep losses: Marvell fell 8.7 percent, Oracle lost 8.8 percent, and Dell declined 11.3 percent. The selloff highlights a vulnerability in the AI investment story. Expectations for future demand may remain strong, but delivering the infrastructure needed to meet that demand requires substantial spending. When financing becomes more expensive, investors can reassess what those future opportunities are worth. …