巨大的投入没有换来对等的利润，这让华尔街的耐心达到了临界点。作为全球 AI 算力总龙头的英伟达，成为了这场情绪博弈的最佳观测站。在最新的财报中，英伟达预计第一季度营收将在 764 亿美元至 796 亿美元之间，这已经超过了分析师 728 亿美元的平均预期。
JetStream’s answer is built around a feature called AI Blueprints—real-time graphs that map everything an AI system is doing inside an organization at any given moment. Each Blueprint traces the full chain of activity: which agents are running, which models they’re using, what data and tools they are interacting with, and who or what is behind each action. Rather than a static snapshot, Blueprints track live behavior, so if an AI system starts acting outside its intended purpose, the platform flags it. They also track cost, showing what each AI workflow is spending and who is responsible for it.
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Some investors have equated the AI threat to the much-hyped but slow-to-materialize disruption of self-driving cars. However, BofA draws a sharp distinction. While transitioning to autonomous vehicles will require trillions of dollars in infrastructure and take many years, deploying large language model chatbots is cheap, easy, and happening right now. As an example, the report points to Munich Re’s Next Insurance, which already offers an AI chatbot on its site where customers can purchase and bind commercial policies directly without a human agent.