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当英伟达铺 6G 公路、AI 抢光内存、CEO 用“AI”当裁员理由：这轮 AI 赌局到底在重排什么？ episode artwork

EPISODE · Mar 1, 2026 · 7 MIN

当英伟达铺 6G 公路、AI 抢光内存、CEO 用“AI”当裁员理由：这轮 AI 赌局到底在重排什么？

from Marisa Wu · AI Strategy · host Marisa Wu · AI Strategy

英伟达和全球运营商在押注一件事：未来 6G 本身就是为 AI 和机器而建的公路；与此同时，AI 正在吃光世界内存，让手机变贵，也被 CEO 用来重做组织结构。这期我想聊的，是：在这些巨额赌注里，打工人到底该站哪一层。 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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当英伟达铺 6G 公路、AI 抢光内存、CEO 用“AI”当裁员理由：这轮 AI 赌局到底在重排什么？

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