EPISODE · Jan 3, 2026 · 17 MIN
AI 晶片戰爭開打：Google TPU 挑戰 NVIDIA 霸權，誰掌握下一代算力？
from 觀測點·聲解時局 · host Chloe & Ethan
當你想到 AI，第一個浮現的名字可能是 NVIDIA，但真正的戰場早已不只在 GPU。 本集從 Google 以自研 TPU 完整訓練 Gemini 3.0 談起，深入解析 GPU 與 TPU 的本質差異、CUDA 生態系如何形成難以撼動的護城河，以及「輝達稅」為何成為科技巨頭無法忽視的結構性問題。 這不只是一場晶片對決，而是關於算力、成本、供應鏈與科技權力重組的時局分析。 -- Hosting provided by SoundOn
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AI 晶片戰爭開打：Google TPU 挑戰 NVIDIA 霸權，誰掌握下一代算力？
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