美光科技公司表示,内存芯片短缺在过去一个季度愈演愈烈,供应紧张状况将持续到2026年之后。
But the note cautioned against treating AI as an “immediate fiscal windfall.” Before productivity fully kicks in, governments face upfront costs that could strain budgets already burdened by post-pandemic debt. Government spending explicitly earmarked for AI remains modest—often only a fraction of a percent of GDP—but a sea of hidden costs could make the transition much more difficult for budgets to handle.
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“20年一遇的创富窗口。普通人也能入局机器人。”
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