Unverified50% confidenceOpinionExact time
当前AI算力投资的FOMO情绪与1990年代末光纤铺设狂潮相似，后者导致WorldCom和Global Crossing等企业破产
1
Sources
50%
Confidence
Long-term
Relevance
8/22/2026
First Seen
Sources
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Related Claims
UnverifiedDuring the late 1990s dot-com bubble, telecom operators such as WorldCom and Global Crossing financed the deployment of excess fiber-optic networks through high-yield bonds, ultimately triggering large-scale bankruptcy restructurings with losses exceeding $2 trillion.77% similarUnverified1996至2001年光纤基础设施投资潮期间全球铺设光纤超过3.9亿英里，投资高峰后约十年宽带普及率才触发大规模商业化65% similarUnverifiedWorldcom于2002年申请破产，是当时美国历史上最大的破产案，电信行业市值蒸发超过2万亿美元64% similarUnverified1990年代末互联网泡沫期间，思科作为互联网基础设施核心供应商市值一度超越所有传统行业巨头56% similarUnverifiedThe potential exit value of Anthropic, OpenAI, and SpaceX may surpass the combined total exits of all U.S. venture-backed companies since 200056% similar
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