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达沃斯 2026：当微软、英伟达和 DeepMind 谈 AI，其实在重写什么？ episode artwork

EPISODE · Jan 27, 2026 · 6 MIN

达沃斯 2026：当微软、英伟达和 DeepMind 谈 AI，其实在重写什么？

from Marisa Wu · AI Strategy · host Marisa Wu

本期我们不看单一公司，而是看同一个场景：达沃斯。在这里，微软 CEO Satya Nadella、英伟达 CEO 黄仁勋、DeepMind CEO Demis Hassabis 几乎在同一周，把他们眼中的 AI 2026 说了个遍。有人强调“先改工作，再谈工具”，有人把 AI 描述成史上最大规模的基础设施建设，有人给机器人和物理智能画出了 18–24 个月的时间表。这一期，我们只做一件事：把这些已经说出口的话，整理成三条清晰的线索，看看 AI 接下来究竟要把世界往哪边推 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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达沃斯 2026：当微软、英伟达和 DeepMind 谈 AI，其实在重写什么？

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