[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"article-china-winning-ai-cold-war-building-stack-zh":3,"article-related-china-winning-ai-cold-war-building-stack-zh":31,"series-industry-d24521d5-5aff-4952-bf35-873c5ef1112f":77},{"id":4,"slug":5,"title":6,"content":7,"summary":8,"source":9,"source_url":10,"author":11,"image_url":12,"cover_image":12,"category":13,"language":14,"translated_content":11,"related_article_id":15,"keywords":16,"key_takeaways":23,"views":27,"created_at":28,"published_at":29,"topic_cluster_id":30},"d24521d5-5aff-4952-bf35-873c5ef1112f","china-winning-ai-cold-war-building-stack-zh","中國正在贏得 AI 冷戰，因為它在建整個堆疊，不是在做展示","\u003Cp data-speakable=\"summary\">160 萬顆 Ascend 晶片代表中國在建 \u003Ca href=\"\u002Ftag\u002Fai-\">AI 基礎設施\u003C\u002Fa>，不是在做模型表演。\u003C\u002Fp>\u003Cp>中國正在贏得 AI 冷戰，因為它在建整個堆疊，而\u003Ca href=\"\u002Fnews\u002Fregulation-moves-bitcoin-ethereum-more-than-war-zh\">美國\u003C\u002Fa>還在盯著模型排行榜爭輸贏。\u003C\u002Fp>\u003Cp>我看過太多軍工與產業競爭，結論都一樣：真正決定勝負的不是單一武器，而是訓練、補給、工業、採購和制度是否同向。放到 AI，華為 Ascend 晶片與 DeepSeek 的模型調校，比任何跑分海報都更重要。北京不是在追一個漂亮 demo，而是在做一套能吸引開發者、綁住客戶、持續擴張的系統。\u003C\u002Fp>\u003Ch2>第一個論點\u003C\u002Fh2>\u003Cp>華為計畫在 2026 年把 Ascend 產量推向 160 萬顆，這不是枝節消息，而是會改變市場結構的工業數字。AI 不是靠新聞稿運作，而是靠晶片、電力、散熱、網路與足夠大的出貨量。當一家公司能大規模部署，成本就會下降，採用速度就會上升，最後連新創、政府部門與雲端買家都會被它的供應能力牽著走。\u003C\u002Fp>\n\u003Cfigure class=\"my-6\">\u003Cimg src=\"https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1783798370656-lajr.png\" alt=\"中國正在贏得 AI 冷戰，因為它在建整個堆疊，不是在做展示\" class=\"rounded-xl w-full\" loading=\"lazy\" \u002F>\u003C\u002Ffigure>\n\u003Cp>DeepSeek 直接替華為晶片做模型調校，證明這個循環已經形成。硬體因為有模型支援而更好用，模型因為硬體便宜且可得而更快擴散。這就是平台勝出的方式。最強的平台不是榜單上分數最好看的那個，而是工程師每天都付得起、接得上、跑得動的那個。\u003C\u002Fp>\u003Ch2>第二個論點\u003C\u002Fh2>\u003Cp>到 2026 年 2 月，中國\u003Ca href=\"\u002Ftag\u002F開源模型\">開源模型\u003C\u002Fa>在全球最大模型市場的每週 \u003Ca href=\"\u002Ftag\u002Ftoken\">token\u003C\u002Fa> 流量已經超過美國模型，全球最常用的五個系統裡有四個來自中國。這才是華府該警惕的數字。AI 的權力訊號不是一次性的測試分數，而是實際\u003Ca href=\"\u002Fnews\u002Fclaude-reflect-turns-usage-into-retention-zh\">使用\u003C\u002Fa>量。當更多人基於你的模型開發，標準就會外溢，工具鏈會成熟，影響力也會複利化。\u003C\u002Fp>\u003Cp>這個模式也已經外溢到中國境外。新加坡銀行、印尼電信業者、馬來西亞政府平台都在用中國模型與華為硬體。有創投合夥人甚至說，多數美國新創現在都在中國基礎模型上開發，因為成本更低。這不是抽象的地緣風險，而是鎖定效應的開端。一旦產品、\u003Ca href=\"\u002Fnews\u002F5-chatgpt-team-work-zh\">工作\u003C\u002Fa>流程與合規系統都綁在同一堆疊上，切換成本就會變得高昂，政治上也更難回頭。\u003C\u002Fp>\u003Ch2>反方可能怎麼說\u003C\u002Fh2>\u003Cp>最強的反方論點是：真正的創新仍然重要。美國在前沿研究、頂尖大學、雲端平台與最有價值的 AI 公司上仍然領先，而且它還有中國缺乏的優勢，包括更深的資本市場、更強的盟友網路，以及更開放的新創文化。再加上華府仍可透過出口管制、晶片限制與對盟國供應商施壓，持續拖慢北京。\u003C\u002Fp>\n\u003Cfigure class=\"my-6\">\u003Cimg src=\"https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1783798362837-vqos.png\" alt=\"中國正在贏得 AI 冷戰，因為它在建整個堆疊，不是在做展示\" class=\"rounded-xl w-full\" loading=\"lazy\" \u002F>\u003C\u002Ffigure>\n\u003Cp>這個說法不是空話，也不是錯的。美國確實還有更大的機會發明下一個突破。但它忽略了決定產業競賽的時間尺度。出口管制只能延後，不能定勝負；研究領先也只有在轉成採用時才算數。若一個更好的模型只停留在實驗室，它終究會輸給一套更便宜、更容易部署、而且大家都在用的堆疊。\u003C\u002Fp>\u003Cp>中國已經看懂這一點，並把 AI 當成能源、晶片、基礎設施與分發一起推進的系統工程。美國還在假設最好的模型自然會贏，但市場最後獎勵的是可部署、可擴張、可複製的整體能力。\u003C\u002Fp>\u003Ch2>你能做什麼\u003C\u002Fh2>\u003Cp>工程師、PM 與創辦人都該停止把模型品質當終點，改成從部署成本、整合難度與生態吸引力去設計產品。要選擇算力更充足、推理成本更低、客戶真的付得起的方案；如果你在美國，答案也不只是更好的研究，而是更快的晶片製造、更便宜的電力、更密集的資料中心，以及把美國 AI 做成最容易採用的堆疊，而不只是跑分最好看的堆疊。","中國在 AI 競爭中領先的關鍵，不是單一模型或跑分，而是從晶片、算力到模型與分發的整體堆疊。","www.foxnews.com","https:\u002F\u002Fwww.foxnews.com\u002Fopinion\u002Famerica-fighting-yesterdays-ai-war-tomorrows-war-way",null,"https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1783798370656-lajr.png","industry","zh","3b0e5b73-3eb8-4702-92b1-5ac4e8c6b844",[17,18,19,20,21,22],"中國 AI","華為 Ascend","DeepSeek","AI 堆疊","開源模型","產業競爭",[24,25,26],"AI 競爭的核心不是單一模型分數，而是晶片、電力、模型與分發的整體堆疊。","中國的優勢在於規模化部署與生態鎖定，這會比短期跑分更能累積影響力。","美國若只守著研究領先，卻沒有把技術快速變成可部署、可負擔的系統，將持續失分。",0,"2026-07-11T19:32:19.916944+00:00","2026-07-11T19:32:19.909+00:00","f93c1e12-90e4-464c-968f-851bbaf55d39",{"tags":32,"relatedLang":36,"relatedPosts":40},[33,34],{"name":21,"slug":21},{"name":19,"slug":35},"deepseek",{"id":15,"slug":37,"title":38,"language":39},"china-winning-ai-cold-war-building-stack-en","China Is Winning the AI Cold War by Building the Stack, Not the Demo","en",[41,47,53,59,65,71],{"id":42,"slug":43,"title":44,"cover_image":45,"image_url":45,"created_at":46,"category":13},"d1753385-8c03-4dec-b939-e5ca8bae9030","opensearch-vector-search-benchmark-5-parts-zh","OpenSearch 向量搜尋基準的 5 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推上主舞台","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1783841563555-spp1.png","2026-07-12T07:32:24.035669+00:00",{"id":72,"slug":73,"title":74,"cover_image":75,"image_url":75,"created_at":76,"category":13},"4647fcd1-fee7-4819-958a-73a92587227a","gpt-56-full-suite-work-entry-openai-zh","GPT-5.6 全家桶不是炫技，是 OpenAI 的工作入口","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1783837980636-jmwn.png","2026-07-12T06:32:32.520158+00:00",[78,83,88,93,98,103,108,113,118,123],{"id":79,"slug":80,"title":81,"created_at":82},"ee073da7-28b3-4752-a319-5a501459fb87","ai-in-2026-what-actually-matters-now-zh","2026 AI 真正重要的事","2026-03-26T07:09:12.008134+00:00",{"id":84,"slug":85,"title":86,"created_at":87},"83bd1795-8548-44c9-9a7e-de50a0923f71","trump-ai-framework-power-speech-state-preemption-zh","川普 AI 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3…","2026-03-26T07:30:12.825269+00:00",{"id":114,"slug":115,"title":116,"created_at":117},"e660d801-2421-4529-8fa9-86b82b066990","metas-llama-4-benchmark-scandal-gets-worse-zh","Meta Llama 4 分數風波又擴大","2026-03-26T07:34:21.156421+00:00",{"id":119,"slug":120,"title":121,"created_at":122},"183f9e7c-e143-40bb-a6d5-67ba84a3a8bc","accenture-mistral-ai-sovereign-enterprise-deal-zh","Accenture 攜手 Mistral AI 賣主權 AI","2026-03-26T07:38:14.818906+00:00",{"id":124,"slug":125,"title":126,"created_at":127},"191d9b1b-768a-478c-978c-dd7431a38149","mistral-ai-faces-its-hardest-year-yet-zh","Mistral AI 迎來最硬的一年","2026-03-26T07:40:23.716374+00:00"]