直击达沃斯：云计算算力和能源正在成为硬约束

Core Insights - The 2026 Winter Davos Forum highlights a significant shift in the power structure within the tech industry, particularly regarding AI as it transitions from a cutting-edge technology to a global infrastructure [1][6] Group 1: AI Implementation and Challenges - The primary focus of discussions at Davos is on how to scale AI from pilot projects to full implementation, emphasizing the need for deep integration into business processes and decision-making at the CEO and board level [1][6] - Cloud computing capabilities and energy resources are becoming critical constraints for AI development, with discussions centering on the stability, scalability, and sustainability of cloud infrastructure, as well as the availability and cost of power [1][6] Group 2: Social and Political Dimensions of AI - AI is entering a phase of social and political negotiation, as evidenced by public complaints in the U.S. about rising electricity costs. Microsoft's recent community-focused AI infrastructure initiative aims to create local jobs and retain long-term value within communities, highlighting the importance of social acceptance for AI infrastructure [2][7] Group 3: Corporate Signals and Strategic Moves - Nvidia's recent appointment of its first Chief Marketing Officer (CMO) signifies a strategic shift from merely selling GPUs to positioning itself as a platform and infrastructure provider, necessitating clear communication on how computing power is deployed and utilized [4][10] - Google Cloud's presence at Davos indicates a focus on leveraging large model capabilities to enhance competitive advantages in cloud services, suggesting a complex interplay between cloud computing and large models that influences cost structures and customer loyalty [4][10] - The emergence of Deepseek has drawn global attention to Chinese AI, with its unique position of operating without external financing and commercial pressures, allowing it to focus on advancing AGI ideals [5][10]