AI 热潮背后隐藏的供应链成本

AI 摘要

哈佛商学院教授、经济学家 Willy Shih 在 The Verge 的 Decoder 播客中讨论其新书《Where Does My Stuff Come From?》，分析全球供应链背后的经济学逻辑。他指出，关税等贸易壁垒往往促使制造商转移组装地或设法规避，而非真正实现制造业回流美国；同时 AI 热潮带来的大规模基础设施扩张正在消耗全球计算资源。

正文节选

Today, I’m talking with Willy Shih, an economist, a professor of management practice at Harvard Business School, and the author of the upcoming book, Where Does My Stuff Come From? The Powerful Economics Behind Global Supply Chains. The hidden supply chain costs of the AI boom Economist Willy Shih on his new book Where Does My Stuff Come From?, RAMageddon, and why we still can’t make the iPhone in America. Willy is one of my all-time favorite Decoder guests — his way of looking at the world thro

发布时间：2026-11-05 23:00

抓取时间：2026-11-05 23:22

来源机构：The Verge