对阿里3800亿元投资的断想

浙江日报
Oct 20, 2025

前不久,当吴泳铭在云栖大会宣布未来三年投入3800亿元用于云和AI基础设施时,大洋彼岸的OpenAI正在阐述万亿美元算力中心的宏伟愿景。就在大会开幕的前一天,奥特曼和黄仁勋刚刚达成1000亿美元的交易,以确保他们自己引领的AI热潮持续。写下这一行字的时候,我瞟了一下证券行情,阿里巴巴美股股价9月大涨,10月初更创下4年来的新高;而英伟达的投资者仍然相信黄仁勋会继续带来奇迹,丝毫不畏惧50倍的估值。...

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