市场担心这种过度建设的现状，最终将导致AI算力过剩，届时整个行业的单位经济学将彻底崩塌，而这一危机，首当其冲影响的就是上游硬件龙头英伟达。
“过去我们的高精度打印使用静态小光斑，效率较低。我们研发的动态聚焦技术可以实时智能调整激光光斑尺寸。”云耀深维联合创始人尹伊君进一步介绍，“在打印精细结构时用超小光斑（可至20微米以下）保证精度；在打印非精细区域时切换至更大光斑提升效率。”
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为了挽救叙事危机，黄仁勋试图用“Agent经济学”重构市场预期——未来每个企业都将部署数百万个AI Agent，每个Agent每秒都在持续生成海量Token，进而驱动算力需求再上一个数量级，以此对冲算法优化带来的算力效率提升，延续英伟达的增长神话。