英特尔CEO陈立武直言，AI相关的需求增加，已对电脑和智能手机方面的传统供应带来了压力，导致存储芯片短缺，价格持续上涨，在2028年前不会缓解。这和瑞银分析师团队的预测大致相同，其指出，在当前AI数据中心持续扩张的背景下，全球存储产业正呈现出明显的结构性分化，行业层面出现“有意义的供给缓解”最早也要到2028年前后。
Also: You can turn off Gemini in Gmail, Photos, Chrome, and more - here's how
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新加坡國立大學副教授莊嘉穎向BBC總結道：「張、劉二人的倒台凸顯兩點：習近平的地位依然不可動搖，以及北京的信息受到極大限制，這助長了不確定性。」