内容来源：https://techcrunch.com/2026/01/24/tech-ceos-boast-and-bicker-about-ai-at-davos/

内容总结：

达沃斯论坛变身AI巨头"斗秀场"：科技议题喧宾夺主，CEO们罕见公开互呛

本周在瑞士达沃斯举行的世界经济论坛年会，呈现出与往届不同的鲜明科技色彩。论坛现场仿佛变身高端科技峰会，特斯拉CEO埃隆·马斯克、英伟达CEO黄仁勋、Anthropic CEO达里奥·阿莫代、微软CEO萨提亚·纳德拉等一众科技巨头高管轮番登台。

人工智能毫无意外成为核心议题。CEO们在描绘AI变革潜力的宏伟蓝图时，也不得不直面外界关于行业存在巨大泡沫的担忧。值得注意的是，在宏观预测之外，这些行业领袖们罕见地公开相互批评，甚至对名义上的合作伙伴也毫不留情。

科技展位喧宾夺主，传统议题遇冷
TechCrunch记者科尔斯滕·科罗塞克观察到，与往年相比，本届论坛氛围显著变化。在主展区，Meta、Salesforce等科技公司以及塔塔集团、多个中东国家占据了最醒目的展位，其中由麦肯锡和微软赞助的"美国馆"规模最大。与之形成对比的是，气候变化、贫困等重大全球性议题的讨论却未能吸引足够关注。

CEO言论交锋，暴露行业内部张力
记者肖恩·奥凯恩指出，本周一个突出特点是科技巨头高管们公开"互呛"的频率和直接程度前所未有。例如，Anthropic的CEO阿莫代公开批评此前允许英伟达向中国出售芯片的政策，称"一个AI数据中心就像一个充满天才的国家"，质疑在担忧中国发展的同时向其输送尖端技术的逻辑。而英伟达正是Anthropic的重要芯片供应商，这种客户公开批评核心供应商的情况凸显了行业内的微妙关系。

与此同时，微软CEO纳德拉与Anthropic的立场形成有趣对比。纳德拉更关注如何广泛普及AI应用，确保技术惠及全球不同社群，而非仅集中于富裕地区。但其言论也被解读为隐晦表达了对于用户增长不足、泡沫可能破裂的担忧。英伟达CEO黄仁勋则强调当前投资仍不足，需要更多资金推动产业发展，并着重从创造就业的角度阐述AI价值。

表象下的焦虑：增长压力与战略博弈
分析认为，CEO们罕见的公开交锋，实质反映了在AI竞赛白热化阶段，各巨头在争夺领先地位、控制成本与留住人才之间的巨大压力。他们一方面需要继续鼓吹AI潜力以吸引投资和使用，另一方面又不得不直面商业化落地和可持续增长的现实挑战。这种在公开场合直接表露的紧张态势，在以往并不多见。

本届达沃斯论坛清晰地表明，AI已不仅是技术话题，更深度交织于全球贸易、地缘政治和产业竞争的复杂叙事之中。科技巨头们在高歌猛进的同时，其公开言论也透露出行业内部日益增长的博弈与焦虑。

中文翻译：

本周世界经济论坛的会议中，达沃斯时常仿佛化身为高端科技盛会——特斯拉CEO埃隆·马斯克、英伟达CEO黄仁勋、Anthropic CEO达里奥·阿莫代、微软CEO萨提亚·纳德拉等众多科技领袖轮番登台。不出所料，人工智能成为核心议题。CEO们既描绘了这项技术的变革潜力，也承认当前存在炒作巨大泡沫的隐忧。在宏观展望之余，他们还不忘互相攻讦，甚至对表面上的合作伙伴也暗藏机锋。

在TechCrunch最新一期Equity播客中，我与同事柯尔斯滕·科罗塞克、肖恩·奥凯恩深入探讨了达沃斯现场的科技动态。柯尔斯滕指出，今年会场氛围与往年截然不同：Meta、Salesforce等科技公司占据了主展区核心位置，而气候变化等重要议题却门庭冷落。肖恩则调侃道，虽然AI巨头们尚未沦落到"沿街乞求用户"的地步，但某些时刻确实给人这般错觉。

以下是经过精简整理的对话节选：

柯尔斯滕：气候变化、贫困等全球性议题的讨论现场确实人气寥寥。反观达沃斯主展区，Meta、Salesforce、塔塔集团以及众多中东国家展馆占据着最醒目的位置。规模最大的美国馆由麦肯锡和微软联合赞助，整个视觉呈现与往年大相径庭。至于埃隆·马斯克的亮相——肖恩，我们都听了他的发言。虽然内容乏善可陈，但他出席本身已颇具意味，毕竟过去他向来回避达沃斯。

安东尼：我们试图梳理达沃斯的科技主线时发现，AI虽已成为商业叙事核心，却始终与国际经贸、地缘政治等宏观议题交织缠绕。Anthropic CEO的发言就是典型例证——他公开抨击特朗普政府允许英伟达向中国出口芯片的决策。这既是科技议题，更是贸易与政治命题。他的言论风格一以贯之：既敢于直言批评，又裹挟着浓厚的AI狂热色彩。比如他将AI数据中心比作"满是天才的国度"，进而质问："若真担忧中国崛起，为何要向对方输送承载着无数天才的芯片？"

肖恩：这周CEO们的奇谈妙论足以填满笔记本。萨提亚·纳德拉将数据中心称作"代币工厂"的比喻也令我印象深刻，这精妙抽象了他对数据中心功能的认知。本周观察到的两个现象尤为突出：其一是巨头间的明争暗斗——Anthropic作为英伟达大客户却公开呛声已显蹊跷，更罕见的是多位掌门人同场交锋时，刀光剑影比往日更为凌厉。其二是他们前所未有地坦诚表露持续成功所需的条件：纳德拉虽未直言"乞求用户"，但实质暗示"若普及不足恐致泡沫破裂"；黄仁勋则直言"当前投资远未达标"。

柯尔斯滕：黄仁勋从创造就业角度展开论述颇具深意，虽然无人提及基础设施建设终将放缓的必然阶段。你提到的同场竞技现象确实关键——以往多是萨姆·奥尔特曼或纳德拉单独亮相，如今多方阵营首次实时交锋，让我们得以窥见最真实的博弈现场。

英文来源：

There were times at this week’s meeting of the World Economic Forum when Davos seemed transformed into a high-powered tech conference, with on-stage appearances by Tesla CEO Elon Musk, Nvidia CEO Jensen Huang, Anthropic CEO Dario Amodei, Microsoft CEO Satya Nadella, and even more industry executives.
The big topic, unsurprisingly, was AI, with CEOs laying a vision for the technology’s transformative potential while also acknowledging ongoing concerns that they’re inflating a massive bubble. Amidst all that big-picture prognostication, they also found time to take swipes at their competitors, and even at their ostensible partners.
On the latest episode of TechCrunch’s Equity podcast, I discussed all things Davos with TechCrunch’s Kirsten Korosec and Sean O’Kane.
Kirsten noted that the conference seemed transformed from past years, with tech companies like Meta and Salesforce taking over the main promenade, while important topics like climate change failed to draw crowds. And Sean said that even if AI execs weren’t quite “panhandling for usage and more customers,” it could sometimes feel that way.
Read a preview of our full conversation, edited for length and clarity, below.
Kirsten: Some of the discussions around, let’s say, climate change or poverty and big global problems, [are] not really attracting the crowds. Meanwhile, on the main promenade in Davos, Switzerland, some of the biggest storefronts have been converted and taken over by companies like Meta and Salesforce, Tata, also a lot of Middle East countries. And I think the largest was the USA House, which was sponsored by McKinsey and Microsoft. It really felt visually different.
And then Elon Musk being there — Sean, you and I both listened to it. There wasn’t a lot of there there, but I will say that it was interesting that he showed up, because in the past he has avoided Davos.
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Tickets are live! Save up to $680 while these rates last, and be among the first 500 registrants to get 50% off your +1 pass. TechCrunch Disrupt brings top leaders from Google Cloud, Netflix, Microsoft, Box, a16z, Hugging Face, and more to 250+ sessions designed to fuel growth and sharpen your edge. Connect with hundreds of innovative startups and join curated networking that drives deals, insights, and inspiration.
Anthony: We were trying to pull out the tech content of Davos, [and] there are absolutely things that worth highlighting here, but it’s also striking how, especially as AI has become such a big business story, it’s hard to fully separate that from all the other threads going on in terms of bigger questions about international trade, about world politics.
One of the big headlines coming out of [Davos], for us at least, was the remarks by the CEO of Anthropic, where he basically attacked this Trump administration decision to allow Nvidia to send chips to China. It’s a story that is a tech story, but it’s also a trade story, it’s a politics story.
I think in terms of the substance of what he said, it felt consistent to me in the sense that he’s generally comfortable shooting his mouth off, and also that it’s this interesting line [in AI discourse] where there’s an element of criticism, but it also ties into this really intense AI hype. One of the phrases he used was that an AI data center is like a country full of geniuses. I have questions about that — but he’s like, “How could we possibly send all these chips to China if we’re worried about China? Because essentially we’re sending a country full of geniuses over to China and letting them control it.”
Sean: You could probably fill a notebook with all the different weird phrases that these CEOs use this week. The other one that has been stuck in my mind is that Satya Nadella kept calling the data centers token factories, which is a wonderful abstraction of what he thinks they’re there for.
You know, there were two things that really stuck out to me about all the different things that were said by these CEOs in different parts of the week. One is that they are definitely all sort of sniping at each other — not just Anthropic with Nvidia, which is interesting in its own right, because Anthropic is a huge Nvidia customer and uses Nvidia GPUs, and there’s an interesting tension there. But also just seeing them sitting them next to each other and really kind of pulling, know, putting the knives out a little bit more than we’re used to seeing.
We know that they’re all jockeying to be the lead and that they’re also trying to hold on to talent without overspending themselves to death. And this was one of the first times where it really felt like that tension was palpable and that they were present for it. Those two things are not often true at the same time.
The other thing, to your point about a lot of the geopolitics of it and the business of it — this was the most blatant that I feel like we’ve gotten these CEOs on record as far as what they think they need to continue succeeding.
Satya Nadella — I think you could maybe unfavorably read it this way, but I don’t think it’s that unfavorable — more or less was like, “More people need to be using this or else it’s going to be a bubble and a popped bubble.” He took a much different position in some ways from Dario Amadei of Anthropic, because Nadella’s focus is really about trying to broadly scoop up as much usage as possible [and] how do we make sure that AI is equitable across all these different communities and throughout the globe, versus concentrated in one place, like only the wealthy places, which I thought was an interesting tension. But there is an element of him giving away the game of not really panhandling for usage and more customers … but kind of.
And to that point, Jensen Huang of Nvidia did something similar, where he was more or less saying, “We’re not investing enough in this and we need more investment to be able to make this work.”
Kirsten: Jensen’s comments were interesting because he really talked about it in terms of job creation, and one could give the counterpoint of, there will be a moment where the build out slows, but no one’s really talking about that right now.
The other thing, I think, was a good point that you made, which is we’ve never really seen them all sort of together in a room sniping at each other. Oftentimes you’ll have like Sam Altman at a conference or Satya [Nadella], but here they are all together. So you’re hearing it in real time.