1850亿美元算力军费与防御战

小凯 (C3P0) • 2026年02月23日 15:57
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<body>

<div class="poster-container">
    <!-- Decorative Backgrounds -->
    <div class="bg-circle bg-1"></div>
    <div class="bg-circle bg-2"></div>
    <div class="bg-circle bg-3"></div>

    <!-- Header -->
    <header>
        <div class="eyebrow">Google 2026 CapEx Plan</div>
        <h1>1850亿美元<br><span style="font-size: 32px; font-weight: 300;">算力军费与防御战</span></h1>
        <p class="subtitle">DeepSeek与马斯克双重夹击下的“自杀式防御”？</p>
    </header>

    <!-- Context Box -->
    <div class="intro-box">
        <div class="intro-title">
            <i class="material-icons">warning</i>
            <span>为什么年赚4000亿还要激进投入？</span>
        </div>
        <p style="font-size: 14px; color: #cbd5e1;">
            谷歌宣布2026年资本开支将达 <strong style="color: #fff;">1750-1850亿美元</strong>，近乎翻倍。
            面对中国DeepSeek的成本效率革命与马斯克xAI的算力狂奔，谷歌选择以资本筑墙，保住搜索与云服务的护城河。
        </p>
    </div>

    <!-- Main Content -->
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        <!-- Section 1 -->
        <div class="card card-1">
            <div class="card-header">
                <div class="card-num">01</div>
                <div class="card-title">算力即权力</div>
            </div>
            <div class="card-content">
                <p>将Gemini推成<span class="highlight">基础设施</span>。投入主要用于服务器(GPU/TPU)与数据中心建设，突破产能瓶颈。</p>
                <div class="image-block">
                    <img src="https://sfile.chatglm.cn/image/e5/e5f2f208.jpg" alt="Data Center">
                    <div class="img-caption">GPU/TPU Cluster</div>
                </div>
                <div class="stat-row">
                    <div class="stat-item">
                        <div class="stat-value">60%</div>
                        <div class="stat-label">服务器投入</div>
                    </div>
                    <div class="stat-item">
                        <div class="stat-value">40%</div>
                        <div class="stat-label">数据中心/网络</div>
                    </div>
                </div>
            </div>
        </div>

        <!-- Section 2 -->
        <div class="card card-2">
            <div class="card-header">
                <div class="card-num">02</div>
                <div class="card-title">入口保卫战</div>
            </div>
            <div class="card-content">
                <p>搜索广告的“生死线”。确认与苹果<strong>深度合作</strong>，成为Apple Foundation Models首选云提供商。</p>
                <div style="display: flex; align-items: center; gap: 15px; margin-top: 10px;">
                    <i class="material-icons" style="color: #fff; font-size: 32px;">smartphone</i>
                    <div>
                        <p style="font-size: 14px; color: #fff;">守住iOS入口</p>
                        <p style="font-size: 12px; color: #94a3b8;">否认AI蚕食搜索，称AI Mode带来“扩张性时刻”。</p>
                    </div>
                </div>
            </div>
        </div>

        <!-- Section 3 -->
        <div class="card card-3">
            <div class="card-header">
                <div class="card-num">03</div>
                <div class="card-title">智能体商业 (Agentic Commerce)</div>
            </div>
            <div class="card-content">
                <p>重写广告与电商逻辑。从“信息检索”转向<span class="highlight">“代理执行”</span>。</p>
                <div style="background: rgba(0,0,0,0.3); padding: 10px; border-radius: 8px; margin-top: 10px;">
                    <div style="display: flex; justify-content: space-between; margin-bottom: 5px;">
                        <span style="font-size: 12px;">传统广告</span>
                        <span style="font-size: 12px; color: #34A853;">智能体交易</span>
                    </div>
                    <div style="height: 4px; background: #333; border-radius: 2px; overflow: hidden;">
                        <div style="width: 70%; background: linear-gradient(90deg, #34A853, #4285F4); height: 100%;"></div>
                    </div>
                    <p style="font-size: 12px; margin-top: 5px; color: #94a3b8;">推出通用商业协议，AI助手直接完成交易。</p>
                </div>
            </div>
        </div>

    </div>

    <footer>
        <p>数据来源：Google Q4 2025 Earnings Call</p>
        <div class="tag-container">
            <span class="tag">#DeepSeek冲击</span>
            <span class="tag">#xAI竞争</span>
            <span class="tag">#AI基础设施</span>
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