BCG波士顿咨询：2025年全球AI顶尖人才流向及其对AI创新格局的影响研究报告（英文版）

This is partly a sensible “wait and see” response on the part of US tech giants. But it’s also unsurprising in light of other, tariff-independent factors. First, there’s the sheer capital power of these companies, which allows them to absorb the higher costs of data center expansion for the sake of what they openly regard as an existential imperative of AI supremacy. Second, with the Trump Administration’s repeal of the Biden-era AI Diffusion framework, US hyperscalers are virtually unconstra