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今年以来,企业级AI面临的变量明显变多。大模型迭代以月为单位推进,企业刚选定的技术路线,往往在两三个月内就要面对新版本、新架构的冲击;加速卡供给持续紧张,交期与价格都不完全由采购方掌握。技术选择的窗口期在缩短,试错成本却在上升。