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网。互为客户的关系在短期内推高了多家公司的预期新增收入,有些增量甚至达到公司现有收入的数倍。  随着AI领域日益复杂的融资安排愈发普遍,其对行业真实需求的潜在扭曲引发硅谷专家警觉。质疑者认为,AI科技公司市值的快速飙升,部分源于“财务工程”而非内在价值。他们把这类交易称为“循环融资”(round-tripping)甚至“供应商融资”(vendor financing)——通过投资或借贷给客户,促使

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