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贝恩咨询预测，在温和情景下，未来AI推理基础设施支出可能下降30%-50%。这正是杰文斯悖论的反向演绎：通常情况下，资源使用效率的提升会增加总需求；但在AI领域，当算法优化的速度超过应用落地的速度时，效率提升反而先冲击了硬件供应商的定价权。
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存储芯片在上游扇一扇翅膀，智能手机行业或许面临一场风暴。
Historically, tactile sensing always seemed like a technology that was 10 years away, Lepora says. But he thinks the billions of dollars being invested in humanoid robots is making a difference.