#AGI
科技分析師 Benedict Evans 最新 2026 年展望指出「AI 正吞噬世界」：平台轉移、科技泡沫、Nvidia 掌控供應鏈、美國電力供應不足等趨勢正重塑整個產業格局。90 頁簡報已成投資人必讀。
– **Why it matters:** Evans maps out the tectonic platform shifts in AI and computing that will define strategic moves for Big Tech and startups alike.
– **The big picture:** From chip shortages to AI-driven market bubbles, the 2026 landscape is shaped by how fast – and how wisely – we adapt to the next digital age.
Full article 👉 [https://www.ben-evans.com/presentations](https://www.ben-evans.com/presentations)
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