Robotics company Intrinsic has announced it will be folding into Google as the company bets on the future of physical AI in manufacturing. The company focuses on software tools to make robots more affordable and easier to use, as well as using adaptive intelligence to help the robots perform real-world tasks.
“Agent经济学”能否成立，2026年将是关键验证窗口。如果企业开始愿意为AI Agent支付真金白银，而非仅仅将其视为“效率工具”或“成本中心”，那么中下游企业的估值修复将带来巨大的投资机会。反之，如果AI Agent始终停留在“试点项目”阶段，无法实现商业化落地，上游硬件股的估值压缩将远未结束。
，这一点在快连下载安装中也有详细论述
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