The artificial intelligence sector is seeing a shift in how money is spent, with more investment going into computer chips. At the same time, the IT consulting industry is facing lower revenues and is moving its focus toward industrial cybersecurity.

人工智慧領域的資金投入方向正在發生轉移，更多投資正流向電腦晶片。與此同時，IT 顧問業正面臨營收下降的挑戰，正將重心轉向工業網路安全。

Investment in the AI ecosystem is moving away from general data centers and toward specialized hardware. Because graphics processing units (GPUs) need to be replaced more often than buildings, demand for chips is expected to grow until 2030. JPMorgan predicts that spending on AI chips could make up 60% of total annual costs by the end of the decade, potentially reaching $800 billion. While Nvidia is currently the main leader, it faces more competition from Google and Amazon, who are developing their own chips. Furthermore, infrastructure providers like Iren are using their land and cloud models to win contracts with large tech companies, which has increased their market value.

AI 生態系統的投資正從通用資料中心轉向專業硬體。由於圖形處理單元（GPU）的更換頻率高於建築物，預計晶片需求將持續成長至 2030 年。摩根大通預測，到本十年末，AI 晶片的支出可能佔年度總成本的 60%，金額潛在可達 8,000 億美元。雖然 Nvidia 目前是主要領導者，但面臨來自 Google 和 Amazon 的激烈競爭，後兩者正開發自有晶片。此外，如 Iren 等基礎設施供應商利用其土地與雲端模型贏得大型科技公司的合約，提升了其市值。

Meanwhile, the professional services sector is experiencing a period of instability. Accenture has lowered its expected annual revenue growth to 3%–4% after losing $400 million in its Middle East operations due to regional conflicts. This situation is made worse by economic uncertainty and the risk that AI tools might replace traditional software services. To reduce these risks, Accenture has started a $4.18 billion plan to acquire companies like Dragos, runZero, and NetRise. This move aims to expand its cybersecurity division into the operational technology (OT) market, which is expected to grow to $59 billion by 2031. The company wants to protect critical infrastructure, which is more vulnerable now due to increased internet connectivity and AI threats.

與此同時，專業服務部門正經歷一段不穩定期。Accenture 因地區衝突導致中東業務損失 4 億美元，將預期年度營收增長下調至 3%–4%。經濟的不確定性以及 AI 工具可能取代傳統軟體服務的風險，加劇了這一局面。為了降低風險，Accenture 啟動了一項 41.8 億美元的計劃，收購 Dragos、runZero 及 NetRise 等公司。此舉旨在將其網路安全部門擴展至操作技術（OT）市場，預計該市場將在 2031 年成長至 590 億美元。該公司希望保護關鍵基礎設施，因網路連接增加與 AI 威脅使得這些設施目前更為脆弱。

Current market trends show a steady demand for AI hardware, even though long-term productivity gains are not yet proven. Meanwhile, consulting firms are diversifying into cybersecurity to protect themselves from political and technological disruptions.

目前市場趨勢顯示 AI 硬體需求穩定，儘管長期生產力的提升尚未得到證實。與此同時，顧問公司正將業務多元化至網路安全，以保護自身免受政治與技術動盪的影響。