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德国准备与英伟达推进工业AI合作，机器人和自动驾驶都在抢算力。
但我越来越觉得，AI行业下一轮拼的不是谁的演示最炫，而是谁能把算力变成稳定收入。技术领先只能赢一阵，单位成本和客户续费才决定能走多远。
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