尽管美国企业对人工智能进行了巨额投资，但该技术在科技行业之外未能为企业财务表现带来实质性改善1。科技股（Mag 7）的员工收入和利润率均在上升，而标普500指数中其余493家企业（S&P 493）的这两项指标则保持平稳1。同时，整体生产力增长也未见提升迹象1。
许多主流企业正在改变对AI支出的定位，将其从增长投资重新归类为压低利润的成本中心1。这一转变反映出企业对AI在实际商业应用中能力的重新评估。虽然AI作为计算工具性能出众，但商业决策主要依赖人的判断，而人工智能在责任感、信任建立、文化理解、非正式规则认知、伦理权衡和公平性认识等方面仍存在不足1。
AI发展的最终走向将由S&P 493中的非科技行业企业决定，而非科技股1。目前这些企业的收入增长和利润率改善迹象仍然缺失1。
Despite substantial corporate investments in artificial intelligence, the technology has delivered no measurable financial benefits to American businesses outside the technology industry.1 While the Magnificent Seven tech stocks have seen employee compensation and profit margins rise, the remaining 493 companies in the S&P 500 have experienced flat performance on both metrics.1 Productivity growth across the broader economy has similarly failed to improve.1
Mainstream enterprises are increasingly reclassifying artificial intelligence spending from a growth investment into a cost center that erodes profitability.1 Venture capital-backed companies continue to increase expenditures on AI models, yet mainstream corporations question whether the latest models are necessary for their operations.1 Although artificial intelligence functions as an effective computational tool, business success relies primarily on human judgment—an area where AI lacks accountability, trustworthiness, cultural understanding, awareness of informal rules, ethical reasoning, and fairness considerations.1
The ultimate trajectory of the artificial intelligence narrative will be determined by the S&P 493 and not the tech giants, as non-technology sectors have yet to demonstrate revenue growth or profit margin improvements.1
评论
还没有评论，欢迎留下第一条。