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Even without widespread productivity gains, AI is drastically reshaping capital expenditure. The “hyperscalers”—the massive tech companies providing cloud and AI infrastructure—are driving an unprecedented spending boom. Analysts have revised their 2026 capex expectations for these tech giants to an astonishing $667 billion, a 24% increase from just the start of the earnings season and representing a 62% jump compared with 2025. Goldman Sachs anticipates that this AI spending will contribute roughly 1.5 percentage points to measured capex growth this year, though its net impact on overall GDP growth will be a minimal 0.1 to 0.2 percentage points owing to a heavy reliance on imported capital goods.
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但站在更长的时间维度看，机器人时代的大幕才刚刚拉开，机器人商业化的终局并不是简单的“机器替代人类”，而是通过人机协作进一步拓展人类的能力边界。
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Support for over 100 programming languages.。搜狗输入法2026对此有专业解读
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