数字经济双周报（2025年第20期）：科技巨头联手布局，全球AI算力联盟加速成型-20251113

Core Insights - The collaboration between OpenAI and Amazon marks a new phase in the global AI computing landscape, transitioning into a "multi-cloud collaboration" model [1][5][6] - OpenAI's partnership with AWS completes its supply chain in North America, integrating major cloud providers like Microsoft, Oracle, Google, and Amazon into its computing ecosystem [1][6] - The AI industry is returning to a "compute is king" paradigm, with a focus on computational power and capital investment as key competitive advantages [11] Section Summaries 1. Focus of the Report: Expansion of the Computing Alliance with OpenAI and Amazon - OpenAI's collaboration with AWS is seen as the final piece of its computing ecosystem, indicating a comprehensive multi-cloud strategy [5][6] - The partnership is expected to enhance OpenAI's capabilities, with significant investments in GPU resources and infrastructure planned for the coming years [5][6] 2. China Dynamics: Accelerated "Artificial Intelligence +" Initiatives - Chinese government policies are increasingly focused on integrating AI into manufacturing, transportation, and healthcare sectors, with a systematic approach to AI deployment [12][13] - Local policies and industry funds are fostering collaboration across regions, creating new industrial hubs [14][15] - Financial tools and capital markets are aligning to support AI initiatives, indicating a robust investment environment [15] 3. U.S. Dynamics: Parallel Expansion of AI Computing and Regulatory Restructuring - NVIDIA continues to strengthen its dominance in the AI ecosystem, with its market capitalization surpassing $5 trillion, raising concerns about systemic risks [18] - The dual focus on chip and energy sectors by companies like AMD and Google is creating a resonance between computing power and energy supply [19] 4. European Dynamics: Technology Sovereignty and AI Governance - The EU is reshaping its technological sovereignty through initiatives that combine funding and infrastructure development, alongside AI governance [3][4] 5. Technological Frontiers: Rise of World Models and Acceleration of Physical Intelligence - The development of world models and embodied intelligence is pushing AI towards a new era of "physical intelligence" [3][6] 6. Think Tank Insights: IDC's Three Forces Reshaping Future IT Landscape - IDC identifies three major forces driving the transformation of the IT landscape, with AI becoming a core engine of enterprise leadership [3][6]