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Amazon 砸 2000 亿、Google 砸 1850 亿：谁在这场 AI 基建赛里算得更精？ episode artwork

EPISODE · Feb 6, 2026 · 8 MIN

Amazon 砸 2000 亿、Google 砸 1850 亿：谁在这场 AI 基建赛里算得更精？

from Marisa Wu · AI Strategy · host Marisa Wu

TechCrunch 2 月 5 日报道，Amazon 宣布 2026 年计划投入 2000 亿美元资本开支，Google 紧随其后给出 1750–1850 亿美元指引，两家巨头在 AI 基础设施上的投入，已经进入"比谁砸得更狠"的新阶段。这一期我不比较谁的模型更强，只从三个商业维度拆开看：这两笔钱分别砸在哪些资产上、背后对应的是什么样的收入结构和回报预期，以及当两家巨头同时把 AI 基建当成"护城河"来铺时，站在产业链不同位置的玩家，会被推向怎样的选择。 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

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Amazon 砸 2000 亿、Google 砸 1850 亿：谁在这场 AI 基建赛里算得更精？

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