$7.6万亿的AI豪赌，卡在了一个谁都没想到的东西上

from Marisa Wu · AI Strategy · host Marisa Wu

Goldman Sachs刚出了一份报告，开头第一句话是：2026到2031年，全球要往AI基础设施里砸$7.6万亿。这个数字比美国全年联邦预算还大。Amazon、Google、Microsoft、Meta，光今年就要花$7250亿，比去年涨了77%。听起来像AI赢了？但Goldman自己在脚注里藏了一句话：这整个数字，建立在一个没人确认过的假设上。而卡住这场豪赌的，不是钱，不是芯片，是电。全球数据中心空置率已经到1%，在建项目92%已被预订完，Goldman估计2026年全球算力缺口9.3GW——这个数字，靠钱填不了。 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 Jun 20, 2026

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$7.6万亿的AI豪赌，卡在了一个谁都没想到的东西上

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