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Runaway immigration can have its economic downsides. The Deloitte report noted that a large and sudden influx of immigrants can strain local and state-level budgets, while some research has found that immigration waves can lead to a short-term rise in housing prices. A 2025 Penn-Wharton analysis of the economic effects of Trump’s sweeping deportations also reported some potential wage benefits. It found that a 10-year campaign targeting unauthorized immigrants could lead to a 5% wage gain for low-skilled authorized immigrants and native-born Americans owing to less competition.
但关键在于，以OpenAI和Anthropic为首的AI企业正频繁释放信号，影响投资者情绪。例如Anthropic宣布其旗下的Claude Code工具可用于对运行COBOL语言的老旧系统进行现代化改造后，此举导致IBM股价大跌，因为COBOL相关业务正是IBM的核心业务之一。
2005年，David Duffield和Aneel Bhusri创立了Workday。几年时间，Workday就成为了Oracle和SAP强有力的劲敌。为了帮助公司应对“快速发展的AI时代”，Workday年初将创始人之一的Aneel Bhusri重新拉回CEO职位。这可以说是Workday历史上最关键的转折点之一，希望通过创始人回归来加速AI战略和产品落地。