PodParley PodParley
PodParley
当 Google 把 2026 年 CapEx 拉到 1850 亿，它真正押注的是什么样的人机未来？ episode artwork

EPISODE · Feb 5, 2026 · 8 MIN

当 Google 把 2026 年 CapEx 拉到 1850 亿，它真正押注的是什么样的人机未来？

from Marisa Wu · AI Strategy · host Marisa Wu

包括《纽约时报》、CNBC 和路透社在内的多家媒体，这两天都在盯着同一件事：Alphabet 说，它 2026 年的资本开支有可能冲到 1750–1850 亿美元，大部分用来铺 AI 服务器和数据中心。这篇不做财报逐条翻译，而是从三行“正在被改写的名片”出发：钱具体砸在哪些硬资产、Google 想把自己从什么公司改成什么公司，以及，当一家巨头下定决心做 AI 基建运营商，我们今天身处的这套人机协作结构，三到五年后会在哪些细节上变得不一样。 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 5, 2026

Embed this episode

Ready to play

当 Google 把 2026 年 CapEx 拉到 1850 亿，它真正押注的是什么样的人机未来？

0:00 8:15

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

CISO Perspectives (public) N2K Networks This season on CISO Perspectives, host Kim Jones explores some of the challenges of leading through uncertainty. We explore the complexity of the changing nature of regulation and working with the federal government, the evolution of privacy and fraud, and how emerging technologies like AI and quantum computing are changing cyber. When you don’t know what questions to ask, you’re afraid to ask, or don’t know who to ask, CISO Perspectives provides the foundation for learning in this brave new world.

Frequently Asked Questions

How long is this episode of Marisa Wu · AI Strategy?

This episode is 8 minutes long.

When was this Marisa Wu · AI Strategy episode published?

This episode was published on February 5, 2026.

Can I download this Marisa Wu · AI Strategy episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!