2026 年 6500 亿美金的 AI 赌局：谁在下棋，谁只是筹码

from Marisa Wu · AI Strategy · host Marisa Wu

2026 年，Google、微软、亚马逊、Meta 准备为 AI 基础设施掏出 6500 亿美金，Nvidia 的业绩飙升，市场却开始担心这一轮投入已经从「技术革命」变成「资金游戏」。这篇文章试图用一篇的篇幅，把钱的去向、各家在赌的未来，以及这场豪赌对工程师、投资者和普通用户各自意味着什么，讲清楚。读完，你至少能回答一个问题：在这盘棋里，你究竟在下棋，还是被当成筹码。 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ngmarisa.substack.com

Episode metadata supplied by the publisher feed · Published Feb 26, 2026

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2026 年 6500 亿美金的 AI 赌局：谁在下棋，谁只是筹码

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