EPISODE · May 1, 2026 · 5 MIN
2026年5月：AI狂砸2000亿
from AI观测站-AI Observatory
🧠 本期要点1) OpenAI发布Codex产品分层，从Free到Enterprise全覆盖，按任务强度对应gpt-5.5、gpt-5.4、gpt-5.4-mini和gpt-5.3-codex-spark四档模型。2) Codex定价：ChatGPT Pro 100美元档在5月31日前享双倍用量；Pro 200美元档常态20倍Plus额度，同期可达25倍。3) 欧盟将云服务与AI基础设施纳入DMA监管视野，正调查亚马逊和微软是否应被认定为守门人。4) 欧盟AI Act将于2026年8月全面适用，透明度规则同步落地，合规压力开始向平台层传导。5) 四大科技巨头（Alphabet、微软、Meta、亚马逊）AI相关支出今年合计或达6000亿美元，本周财报是市场检验回报的集中窗口。6) 微软上调2026年资本开支至1900亿美元，亚马逊维持2000亿；两家同步宣布大规模裁员，资本开支扩...去小宇宙查看完整单集简介在小宇宙查看该单集文稿
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2026年5月：AI狂砸2000亿
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This episode is 5 minutes long.
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This episode was published on May 1, 2026.
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🧠 本期要点1) OpenAI发布Codex产品分层，从Free到Enterprise全覆盖，按任务强度对应gpt-5.5、gpt-5.4、gpt-5.4-mini和gpt-5.3-codex-spark四档模型。2) Codex定价：ChatGPT Pro 100美元档在5月31日前享双倍用量；Pro 200美元档常态20倍Plus额度，同期可达25倍。3) 欧盟将云服务与AI基础设施纳入DMA监管视野，正调查亚马逊和微软是否应被认定为守门人。4) 欧盟AI...
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