当算力战争遇上资本警戒线:阿里百度AI战略分野的ROIC密码

Ofweek维科网
07 Mar

在行业分析中总会出现许多反直觉现象,企业行为不完全按照逻辑进行,会让我们十分迷茫和不接。从ChatGPT到DeepSeek,AI的效率和发展速度已经被充分证实,企业(尤其是不断强调“all in”的企业)理应在此时加大投入,夯实在此赛道的核心地位,以确定最终能收获丰厚的市场红利。如阿里最近宣布,未来三年将投入超过3800亿元,用于建设云和AI硬件基础设施,总额超过去十年总和,该消息引起业内广泛热议...

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