Max: The demand for AI technology is growing "completely unpredictable", and investors' current behavior is "speculative".

Howard Marks, co-founder of Oaktree Capital Management, said that despite the fact that credit transactions related to data centers in the United States have exceeded $161 billion this year, Marks believes that the demand for artificial intelligence technology is "completely unpredictable" and that investors' current behavior is "speculative." He questioned the prudence of providing long-term debt to fund investments in AI, and pointed out that the impact of the AI revolution is "both wonderful and concerning."