K型经济会自己结束吗?

K型经济究竟是技术革命带来的暂时现象,还是正在成为一种长期结构?当AI不断提高生产率、资本在经济中的作用越来越重要,仅靠时间能否让分化自行消失?真正的问题,也许不是如何事后重新分配财富,而是普通人如何从一开始就参与经济增长并分享技术进步创造的财富。

Will the K-Shaped Economy End on Its Own?

Is the K-shaped economy a temporary consequence of technological disruption, or is it becoming a lasting structural divide? As AI raises productivity and capital becomes increasingly important, time alone may not close the gap. The deeper question is how ordinary people can participate in economic growth and share in the wealth created by technological progress.

K型經濟會自己結束嗎?

K型經濟究竟是技術革命帶來的暫時現象,還是正在成為一種長期結構?當AI不斷提高生產率、資本在經濟中的作用越來越重要,僅靠時間能否讓分化自行消失?真正的問題,也許不是如何事後重新分配財富,而是普通人如何從一開始就參與經濟增長並分享技術進步創造的財富。

Labor Day: Why Does Wealth Grow Faster Than Wages?

Why does wealth from homes, stocks, and business ownership often grow faster than wages even as workers become more productive? This Labor Day, the deeper question may not be simply how much wages should rise, but how more workers can gain the opportunity to own assets and participate in the growth of capital.

When AI Starts Competing for Electricity, Why Do Institutional Differences Between China and the United States Become Part of Computing Power?

As AI competition moves from chips and algorithms into large-scale infrastructure, usable computing power depends on more than GPUs. Electricity, transmission networks, data-center location, and the institutions that organize them are becoming new variables in the U.S.-China AI competition.

當AI開始比拚電力,為什麼中美的制度差異也變成了算力的一部分?

當AI競爭從晶片和演算法進入大規模基礎設施階段,真正決定算力的不再只是GPU。電力、輸電網路、資料中心布局,以及組織這些資源的制度能力,正在成為中美AI競爭中的新變數。

当AI开始比拼电力,为什么中美的制度差异也变成了算力的一部分?

当AI竞争从芯片和算法进入大规模基础设施阶段,真正决定算力的不再只是GPU。电力、输电网络、数据中心布局,以及组织这些资源的制度能力,正在成为中美AI竞争中的新变量。

別讓AI的「大腦」,燒乾居民的生活:數據中心擴張必須守住的三條紅線

AI 的競爭,最終也是電力、水資源與公共治理的競爭。當數據中心愈來愈靠近城市與社區,如何在支持科技創新與維護居民生活品質之間取得平衡,將成為地方政府無法迴避的新課題。本文從電網、水資源與噪音管理三個面向,探討 AI 基礎設施應建立哪些基本治理原則。

别让AI的“大脑”,烧干居民的生活:数据中心扩张必须守住的三条红线

人工智能的发展离不开数据中心,而数据中心的发展也越来越直接影响居民的电力、水资源与生活环境。面对快速扩张的 AI 基础设施,地方政府应如何在支持创新与保障社区生活品质之间取得平衡?本文提出电网成本、水资源管理与噪音控制三项值得优先建立的监管原则。

Don’t Let AI’s “Brain” Drain Human Lives: Three Red Lines the Expansion of Data Centers Must Not Cross

AI depends on data centers, but data centers increasingly shape the communities around them. As AI infrastructure expands, local governments face the challenge of balancing technological innovation with residents’ quality of life. This article argues that electricity costs, water use, and noise control should become three essential principles for future regulation.