近日，在AI战场中深度参与的互联网大厂和模型企业陆续交出2026年上半年“成绩单”。当AI如水电煤一样进入各行各业，模型厂商们虽仍未摆脱高投入现状，但也正集体走进“算账”阶段。 一方面，腾讯、阿里、百度等大厂继续加码争夺AI生态位，二季度各家资本开支仍在以75%至176%的同比增速狂奔；另一方面，高管开始频繁在电话会上预告回本周期，阿里巴巴集团首席执行官吴泳铭称“大致可以在三年内实现AI相关...
Source Link近日，在AI战场中深度参与的互联网大厂和模型企业陆续交出2026年上半年“成绩单”。当AI如水电煤一样进入各行各业，模型厂商们虽仍未摆脱高投入现状，但也正集体走进“算账”阶段。 一方面，腾讯、阿里、百度等大厂继续加码争夺AI生态位，二季度各家资本开支仍在以75%至176%的同比增速狂奔；另一方面，高管开始频繁在电话会上预告回本周期，阿里巴巴集团首席执行官吴泳铭称“大致可以在三年内实现AI相关...
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