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聚焦2026年二季度人工智能公开报告:硬件霸权夺魁(英)-2026。The important shift was that price detached from growth. The software pure plays kept growing fast, led by Upstart (+63%), Palantir (+56%), and Snowflake (+29%).Vertical software grew more steadily, with Salesforce (+21%), HubSpot (+20%), and Atlassian (+19%) in the high teens, while Adobe (+11%) and Intuit (+9%) slowed.