通信以前是讨饭的？

Core Viewpoint - The TMT (Technology, Media, and Telecommunications) industry has experienced a significant transformation over the past three years, with a shift from vertical enhancements in customer experience to horizontal expansions across various sectors such as education, law, and cybersecurity [1] Group 1: Industry Trends - The current AI landscape is compared to the consumer electronics evolution post-iPhone 7, where innovation is increasingly reliant on horizontal expansion rather than vertical improvements [1] - The performance of AI-related stocks in the US market, particularly SaaS companies, has declined due to this shift in focus, indicating a disconnect between market expectations and actual performance [1] Group 2: Technological Developments - The industry is moving towards advancements in communication technology and storage solutions, as significant improvements in computing chips are becoming more challenging under Moore's Law [1] - Major companies like Nvidia and TSMC are heavily investing in these areas, indicating a strategic pivot towards enhancing technology and processes in communication and storage [1]