PodParley PodParley
PodParley
After Meeting EP. 181｜AI 瓶頸就是電力，佈局機會來了嗎？

EPISODE · Dec 27, 2025 · 58 MIN

After Meeting EP. 181｜AI 瓶頸就是電力，佈局機會來了嗎？

from MacroMicro 財經M平方 · host MacroMicro

本週是聖誕行情，外資都放假去了，MM也祝大家新年快樂！相信大家都聽過，現在 AI 競賽裡算力已經不是最缺的東西，反而明年供應鏈能不能跟上科技巨頭搭建資料中心的速度，電力才是重中之重。 本集邀請資深研究員 Jason 來聊聊，電力到底對 AI 有多重要？美國為什麼會缺電？電力瓶頸下是否有產生投資機會？ 📌 AI 瓶頸已從晶片轉到電力！ 📌 AI 資料中心原來佔地這麼大、這麼耗電！ 📌 原來缺電不是蓋更多電廠就好？ 📌 電力瓶頸下的四大投資領域！ 【👉 延伸學習資源】CME網站可免費訂閱「微型黃金、銀和銅每月更新報告」，歡迎至全球交易量最大且穩定的芝商所掌握最新資訊並獲得免費教學資源哦！ https://pse.is/8h5ksa 【🔥 2026 全球經濟展望】創辦人 Rachel 主講｜霸權與 AI 定論全球關鍵時刻！ https://pse.is/8hq8de 【✍️ 展望 2026 系列六】｜從晶片到電網，AI 下半場 - 能源競賽！ https://pse.is/8glzus 【👉 完整期貨課程】四大面向帶你掌握全球期貨市場－Ryan主講 https://pse.is/8h5l2m --- 🎙 錄音時間：12/24 15:45 💻 資深研究員：Jason -- Hosting provided by SoundOn

NOW PLAYING

After Meeting EP. 181｜AI 瓶頸就是電力，佈局機會來了嗎？

0:00 58:59

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

Français avec Pierre Pierre - Français avec Pierre Learn French listening to French podcasts made by French teacher Pierre. You can often have the podcast transcripts in the BLOG http://francaisavecpierre.com . Whenever there is a transcript available, I will put the blog post URL in the podcast episode description, please check it out. You can learn and improve your French listening to the podcasts with lots of interesting topics, French lessons and a lot more. Learn French the fun and easy way!Aprender francés es muy fácil con los podcasts en francés de Pierre. Muchos de ellos vienen con la trasncripción, así que busca la url del post del blog http://francaisavecpierre.com en la descripción del podcast cuando esté disponible. Aprende y mejora tu francés con estas clases de francés de la mano de Pierre, profesor de francés en las Escuelas Oficiales de Idiomas de Madrid.Apprendre le français c’est facile avec Pierre. Ecoute ces podcasts en français et regarde la transcription quand c’est disponible (je m The Wall Ronald W. Chapman II and Sean Weiss The Wall protects our republic by safeguarding our democratic processes, civil liberties, and national security through laws and institutions. Its role in protecting the republic involves balancing security concerns with humanitarian and legal considerations.With over 50 years of legal and government experience combined, Ron Chapman and Sean M. Weiss pull back the curtain on the US government, the U.S. Judicial System, and some of the most influential trials in history that continue to shape our nation today.Join every week for unfiltered conversations, in-depth analysis, and commentary from some of America’s boldest thought leaders.Be sure to follow the podcast on your favorite platform so you never miss a new episode. Invictus by Greyana, A Tomione Podfic M+G Readings Sporadic uploads thanks to gallstones.Voldemort intended the object to be used by his most loyal follower in the event that his horcruxes were destroyed, but it ended up in Hermione’s possession instead.It sent her back to a time when he was much less the monster that she’d always known him to be. Nothing could have prepared her for the intelligence and charm of Tom Riddle.He isn’t who she thought he was.Hermione discovers that it’s a dark descent into the madness of the man she should hate, but can’t… a descent she will never emerge fr Crypto Education Cypher Funk Elevate your crypto game with the University's Audio Channel! Enjoy free education that uncovers the secrets of blockchain and investment strategies. Perfect for all levels – unlock your potential in the crypto world now!__00___¡Eleva tu juego cripto con el Canal de Audio de la Universidad! Disfruta de educación gratuita que revela los secretos de la cadena de bloques y las estrategias de inversión. Perfecto para todos los niveles – ¡desbloquea tu potencial en el mundo cripto ahora!__00___提升你的加密游戏，加入大学音频频道！享受免费教育，揭示区块链的秘密和投资策略。适合所有水平的人士——现在就在加密世界中释放你的潜力吧！
URL copied to clipboard!