In an internal memo cutting the Pentagon’s long list of priority technologies down to six, he wrote that the previous list “did not provide the focus that the threat environment of today requires,” and declared that “in alignment with President Trump’s Artificial Intelligence (AI) Action Plan, the Department of War must become an ‘AI‑First’ organization.”
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答案很简单，在模型能力日趋同质化的2026年，AI硬件正成为离钱最近、也更具确定性的新战场，进可攻退可守，既能以高溢价绑定生态、抢占下一个十年的终端入口，也能无限下沉，赚一把供应链的快钱。