全球最大的AI军备赛，最后收钱的不是OpenAI

from Marisa Wu · AI Strategy · host Marisa Wu

2026年，全球五大科技巨头——Meta、Amazon、Microsoft、Alphabet、Oracle——今年AI资本支出加总高达$7200亿美元。华尔街掌声不断，但这笔钱最后流进了谁的口袋？不是OpenAI，不是任何一个AI模型公司。这期播客，我们追着钱走，拆开这场史上最大AI军备赛背后的三层真相：谁是最确定的赢家、这条链条上最少人说的那个风险、以及这场投入的回报逻辑为什么已经开始验证。 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 Mar 23, 2026

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全球最大的AI军备赛，最后收钱的不是OpenAI

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