Arthur D. Little理特咨询：2026年自律加速-让AI泡沫变得无关紧要报告（英文版）

AI is becoming a core infrastructure for the digital economy, while capital, valuations, and expectations accelerate at an unusual speed. For leaders, the challenge is straightforward but demanding: build real AI capability while avoiding commitments that assume a specific pace of demand, a fixed market structure, or permanently favorable capital conditions. This report evaluates the current AI cycle through the lens of earlier technology booms and translates those lessons into practical impl