Morgan Stanley predicts AI won’t let you retire early: Instead, you’ll have to train for jobs that don’t exist yet
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At the age of 16, she was told she wouldn't be able to carry her own child.
因此，2026年AI硬件的集体爆发，某种程度上是必然，在模型竞赛陷入内卷，软件变现遭遇瓶颈，资本寻求确定性出口时，硬件成为了那个能同时承载技术幻想、商业收入与竞争壁垒的终极载体。