Compute Doubled, But Retail AI Hasn't Captured the Dividend Yet

In the first half of the year, the national intelligent computing power scale reached 2.8 times that of the same period last year, and the growth rate of AI-related industries remained above 30%. Looking at these two numbers together feels like a shot of adrenaline for the tech community. But having worked on intelligent replenishment at Hema (Freshippo) and later bounced around several retail tech companies, honestly, my first reaction to seeing this data wasn't excitement, but wanting to calculate: Of this 2.8x increase in computing power, how much actually flowed into the shelves and freezers of retail stores?