人工智能模型：智能拐点推动盈利预测上调-Artificial Intelligence Model Intelligence Inflection Drives Upward Estimate Revisions

Vi e w p o i n t | 10 Mar 2026 04:00:00 ET │ 18 pages Artificial Intelligence Model Intelligence Inflection Drives Upward Estimate Revisions CITI'S TAKE We're raising our AI Industry Model forecasts for revenues & capex to reflect the sharpening inflection in enterprise adoption as model capabilities improve, incremental capacity comes online, and last year's pilots move into production. We believe the market remains focused on challenges of bringing global data center capacity online (Figure 9), rising fin ...