EPISODE · Jan 9, 2025 · 39 MIN
404. 【財經時事放大鏡】便宜的顯示卡，變化的商業模式
from 財報狗 - 掌握台股美股時事議題 · host 財報狗 - 台灣最大基本面投資平台
06:44 RTX50 系列顯卡的亮點。 10:36 Nvidia 與 Intel 對摩爾定律的看法分歧。 12:56 Super computer 定位討論。 18:01 黃仁勳與 Elon Musk 對機器人的看法異同＆機器人產業的展望。 19:30 AI Roadmap：生成式 AI、Agentic AI、Physical AI。 21:59 世界模型的邏輯與應用。 26:57 倉儲機器人的展望＆數位孿生。 34:27 SI 廠在中間扮演的角色。 Podcast 回饋表單：https://statementdog.cc/PMOa8 Podcast 業務合作聯絡信箱：[email protected]
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404. 【財經時事放大鏡】便宜的顯示卡，變化的商業模式
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