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UID:20260709T074536Z - 82757@iZuf69e0i0z4ibdboqb33jZ
DTSTART;TZID=Asia/Shanghai:20260103T130000
DTEND;TZID=Asia/Shanghai:20260103T150000
CREATED:20260709T074536Z
DESCRIPTION:<a href="http://popcornclubshanghai.com/event/why-the-ai-bubble
 -is-actually-a-60tn-dollar-black-hole-45066/register">Why The AI Bubble Is
  Actually A 60TN Dollar Black Hole </a>\nWhat if the AI boom isn’t just 
 overheated hype\, but something structurally more dangerous? What if it’
 s not a bubble waiting to pop\, but a vast financial system quietly absorb
 ing capital\, energy\, and expectations on an unprecedented scale? In this
  discussion\, Omar\, the Popcorn Club tech expert\, will unpack the idea o
 f the AI “black hole”: a market that keeps pulling money inward withou
 t clear paths to real\, sustainable returns. Together\, we’ll look at ho
 w the AI industry may be propped up by circular financial loops\, where in
 vestment fuels infrastructure\, infrastructure fuels valuation\, and valua
 tion justifies even more investment\, without anyone stopping to ask where
  the value actually exits the system. We’ll dive into the roles played b
 y companies like Nvidia\, OpenAI\, Oracle\, and CoreWeave\, and how their 
 interdependence shapes today’s AI ecosystem. We’ll also explore the le
 ss-visible risks: private-equity-backed data centres\, massive energy dema
 nds\, and the growing entanglement of big tech\, finance\, and government 
 money. Rather than treating AI as either a miracle or a scam\, this sessio
 n aims to do something rarer—slow down\, connect the dots\, and critical
 ly examine how power\, capital\, and technology are converging. If you fee
 l like you “know” AI but can’t quite explain what’s really happeni
 ng under the surface\, this conversation is for you. 如果AI热潮不仅
 仅是过度炒作，而是某种结构性更危险的现象呢？如果
 它不是一个等待爆破的泡沫，而是一个悄悄吸收资本、
 能源和预期的巨大金融系统呢？在这次讨论中，Omar，Popc
 orn Club的科技专家，将解析“AI黑洞”这一概念：一个不
 断将资金吸入的市场，而没有明确的路径能带来真正的
 可持续回报。我们将一起看看，AI产业如何可能通过循环
 金融环节被支撑，其中投资推动基础设施建设，基础设
 施推动估值，而估值又为更多投资提供理由，结果没有
 人停下来问，价值究竟何时从这个系统中流出。 我们将
 深入探讨像Nvidia、OpenAI、Oracle和CoreWeave等公司在其中的
 角色，以及它们之间的相互依赖如何塑造当今的AI生态系
 统。我们还会探索一些不那么显眼的风险：私人资本支
 持的数据中心、巨大的能源需求以及大科技、金融和政
 府资金的日益交织。这个环节不是把AI视为奇迹或骗局，
 而是做一些更为罕见的事情——放慢节奏，联系各个点
 ，批判性地审视权力、资本和技术是如何汇聚在一起的
 。如果你觉得自己“知道”AI，但又难以解释它背后真正
 发生的事情，那么这场讨论就是为你准备的。
DTSTAMP:20260709T074536Z
LOCATION:China\,\, Shanghai
SUMMARY:Why The AI Bubble Is Actually A 60TN Dollar Black Hole 
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