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Not everyone agrees. Some point out that early results often look better than what comes later.

Smaller companies are watching closely, because the same shift could reach them within a year.

What to watch

• How fast others follow.
• What it does to prices.
• Who gains and who loses ground.

People who work in the field say the direction is clear, even if the timing is not.

For buyers, the practical question is simple: what does this cost, and what does it replace?

What matters most is not the headline number, but how steady it stays over time.