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数据中心以外：高盛的硅谷实地考察发现AI从筹码转移到工作流程
Beyond The Data Center: Goldman's Silicon Valley Field Trip Finds AI Moving From Chips To WorkflowsGoldman analysts led by George Tong returned to Silicon Valley for their second AI field trip, meeting with AI startups, public companies, VCs, and professors from Stanford, UCSF, and UC Berkeley to assess whether corporate America is truly embracing generative AI.这次访问作为创纪录的AI Capex在全国范围内建立了创纪录的超尺度数据中心，而投资者搜索有关采用阶段是否会实现的线索：基础架构向应用程序层的转变。 星期五。 He continued: "Academic research on LLM technologies could further bring down costs. While software development costs are falling and increasing competitive and pricing risks, moats in application AI and SaaS companies include broader user distribution, engagement with power users to drive reinforcement learning from feedback loops, integration into workflows and leveraging proprietary data."Tong's discussions with Silicon Valley business and academic leaders point to an acceleration in generative AI adoption starting in 2026年。这是发现的摘要：从基础架构转移到应用程序：AI创新超越了芯片和云（N
来源:Zero Hedge