ChainCatcher 消息，高盛研究 9 月 18 日发布观点称， AI 正从实验阶段转向实施阶段，消费级 AI 代理的兴起标志着平台层的出现。在旧金山举行的 Communacopia + 技术会议上，多数公司展示了从实验到实施的案例。高盛预计 2027 年美国超大规模企业资本支出将达 1.4 万亿美元，高于华尔街共识。
高盛分析师 Eric Sheridan 表示，消费级 AI 代理正从对话关系转向行动导向，若消费者克服信任与安全问题，可执行购票、订酒店等复杂任务。这类代理的大众市场变现将类似搜索，通过广告与订阅实现。 AI 正从基础设施层向平台层、应用层演进， token 单位定价下降与效用提升是推动大众采用的关键。
会议中 AI 风险担忧成为主要议题，但高盛认为不会减缓基础设施建设，因算力需求仍超供应且多数项目已签约。内存芯片、电力与土地等供应链约束可能形成阻力，但 2027 年资本支出周期预计维持高位。
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