But the note cautioned against treating AI as an “immediate fiscal windfall.” Before productivity fully kicks in, governments face upfront costs that could strain budgets already burdened by post-pandemic debt. Government spending explicitly earmarked for AI remains modest—often only a fraction of a percent of GDP—but a sea of hidden costs could make the transition much more difficult for budgets to handle.
从普通消费者的角度来看，Counterpoint数据显示，2025年第四季度，全球智能手机平均售价首次在单季度内突破400美元。然而，消费者为AI和内存大战买单的同时，却可能并未享受到对应的体验升级——部分端侧AI功能尚未真正落地，大内存的体验溢价尚未充分体现。
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She added: "If we adopted a more rational approach we could have the benefits of growth from AI, focus our attention on exporting the clean tech the rest of the world needs, and protecting nature here and abroad."