# Orange AI says AI investment has reached its limit as ROI stops adding up

> Original title: 今天也许是一个黑色星期五

- Source: Orange AI
- Published: 2026-10-29T22:33:59.000Z
- Bad Influence: https://badinfluence.news/items/q42jba8r46ai2xc11zcdkpwk0
- Original: https://x.com/oran_ge/status/2115935203311128969

## Summary

Orange AI (@oran_ge) says no one doubts AI demand is strong, but AI investment has reached its limit and the return on investment no longer adds up. The post calls today possibly a "Black Friday" and gives no figures or named companies.

## Post

今天也许是一个黑色星期五
没人怀疑 AI 需求强劲
但是 AI 投资已经到达了极限
ROI 要算不过来了