EPISODE · Jan 27, 2026 · 12 MIN
AI巨頭鬥！蘋谷Siri合體，微軟晶片戰Nvidia，雲端誰買單？
from 貓貓AI 科技與財經脈動
本集節目聚焦AI發展的最新脈動，首先剖析蘋果與Google達成歷史性AI深度整合協議，Google Gemini模型將全面升級Siri，被小明犀利地諷刺為蘋果的「AI外包」與「戰略性投降」。隨後探討微軟推出Maia 200晶片，挑戰Nvidia CUDA生態系，凸顯雲端巨頭自主化算力的決心與困難。節目也揭露Google Cloud服務漲價，反映AI基礎設施的龐大成本正轉嫁用戶。最後，針對Anthropic高達3500億美元的驚人估值，小明爆氣警告這是不符基本面的「泡沫」，提醒投資人與產品設計師在AI熱潮中務必保持獨立思考，警惕潛在的金融風險與「具身韭菜」的命運。 本 Podcast 由 NewsTune 生成提供
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AI巨頭鬥！蘋谷Siri合體，微軟晶片戰Nvidia，雲端誰買單？
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