Thought: The user wants me to act as a Senior Technology Critic (资深科技评论员) and write a deep analysis of global AI and tech trends based on the provided data scientist report.

The output must be a valid JSON object containing a compelling Chinese title and a detailed markdown blog post body.

Key constraints and requirements:

1. Role/Tone: Professional, sharp, forward-looking, but accessible (拒绝晦涩的学术腔).
2. Content: Interpret the news/data, explain the "why" (industry logic, competition, future direction).
3. Data Source: The provided structured report (ML-derived insights).
4. Format: Strict JSON structure with title and body.
5. Body Structure:
   • 趋势综述 (2-3 sentences)
   • 深度解析 (2-3 paragraphs)
   • 信号与机会 (2 paragraphs)
   • 未来展望 (1 paragraph)
   • 总结 (1 sentence)

Plan based on the ML Data:

1. Title: Needs to capture the shift from AI hype to deployment/execution and the rise of Agents/Infrastructure giants (Nvidia/Microsoft). -> Suggested: 算力与智能体：AI“落地为王”时代的双重奏
2. 趋势综述: Focus on the shift from general AI hype to practical execution (AI Agents) and infrastructure consolidation (Nvidia/Microsoft).
3. 深度解析:
   • Paragraph 1 (Agents): Interpret the 41% drop in 'AI' term frequency. This signals the end of the general hype cycle. Focus is now on Topic 1: AI Agents. This is the move from "capability demonstration" to "operationalization" and ROI focus.
   • Paragraph 2 (Infrastructure): Analyze Topic 4 (Nvidia/Microsoft). This is the infrastructure "Dual Hegemony." Explain why integrated stacks (chip-to-cloud) are winning over pure-play providers.
   • Paragraph 3 (Security/ROI): Analyze Topic 3 and the ROI signal. Enterprise security is now a rigid, non-negotiable expense tied to cloud/AI deployment. Capital is chasing demonstrable ROI, not just potential.
4. 信号与机会:
   • Paragraph 1 (Vertical AI/Undervalued Niches): Discuss the opportunity in specialized, small clusters (Cluster 1). Focus on vertical AI (BioTech, Finance Risk) and next-gen computing (Edge AI) where the hype hasn't hit, but value is high.
   • Paragraph 2 (B2B AR/VR): Interpret the AR contradiction. The consumer hype died (-14), but B2B deployment (manufacturing, training) is the real, quiet opportunity.
5. 未来展望: Forecast the short-term (1-2 months). Focus on the expected burst of vertical AI Agent ROI reports and the formal deepening of the Microsoft/Nvidia partnership (Topic 4 prediction).
6. 总结: A powerful closing statement about the current phase of AI adoption.

Drafting Content (Iterative refinement): Ensure the language is sharp and professional.

Self-Correction during drafting: Make sure to explicitly mention the "炒作冷却期" (hype cooling period) as stated in the core narrative, and link the Agent focus directly to the pursuit of ROI.

(Proceeding to generate the final JSON structure.)

分析基于近期新闻周期中的 391 篇文章。