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AI快速發展，雲端服務大廠（CSP）力拚布局落地應用。Google傳透過蘋果合作導入AI模型，OpenAI攜手全球四大諮詢巨頭，亞馬遜以自駕車、AI物聯網裝置等切入，顯示未來AI將走出基礎設施，擴散到消費者、企業端及工業等領域。AI算力需求持續看增，鴻海、廣達、緯創等代工廠接單看旺。
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