瑞银预测，2026年因SOC、DSP和DRAM芯片涨价，影石的BOM成本将同比增长9%，毛利率被拖累4个百分点。
第二，对AI硬件供应商增长持续性的疑虑。AI芯片供应商英伟达在公布了强劲的季度财报后，其股价并未持续上涨。这一现象揭示了市场的深层担忧：即便是AI基础设施的核心供应商，其增长也高度依赖下游客户（主要是大型云计算公司）的资本支出。当这些客户因巨额投入而面临现金流压力时，市场开始质疑AI硬件采购需求的长期可持续性。投资者Michael Burry将其与2000年时的思科公司类比，指出其高额的采购承诺可能隐藏着需求错配的风险。
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IncuBase is more of your classic coworking setup, also close to the airport and easily accessible from the Strip. Incubase offers small-, medium-, and large-group-sized office spaces, day passes, desk memberships, ample parking, and a broad range of amenities including a private rooftop with epic views and full facility buyout options. It's even got a partnership with Alliance Personal Offices that allows you to establish a business mailing address for registering your company or opening a US bank account, and the ability to hire a live receptionist. You can work here for an hour if you want, or run an entire business out of the facility, and like pretty much everything in Vegas, no one’s asking too many questions.，更多细节参见谷歌
[&:first-child]:overflow-hidden [&:first-child]:max-h-full"，更多细节参见游戏中心