“Agent经济学”能否成立，2026年将是关键验证窗口。如果企业开始愿意为AI Agent支付真金白银，而非仅仅将其视为“效率工具”或“成本中心”，那么中下游企业的估值修复将带来巨大的投资机会。反之，如果AI Agent始终停留在“试点项目”阶段，无法实现商业化落地，上游硬件股的估值压缩将远未结束。
Eventually, 41 permanent gas turbines—that supposedly won't be as noisy—will be installed, if xAI can secure the permitting. In the meantime, xAI has erected a $7 million "sound barrier" that's supposed to mitigate some of the noise.
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