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財經要雯 EP135 I Computex AI 熱潮延續！輝達、AMD 搶推新機櫃，散熱電源成為市場新焦點？ episode artwork

EPISODE · Jun 16, 2026 · 29 MIN

財經要雯 EP135 I Computex AI 熱潮延續！輝達、AMD 搶推新機櫃，散熱電源成為市場新焦點？

from 凱基證券樂活投資人 · host 凱基證券

🔍Vera Rubin 接棒 Blackwell：AI 機櫃單價跳升，台廠零組件價值放大！ 💭AMD「胖胖櫃」亮相：NVIDIA 之外，AI 伺服器戰場出現新玩家？ ☄️液冷、電源櫃、800V HVDC 全面升級：AI 工廠不只拚算力，更拚供電與散熱！ 本節目資料僅供參考，投資人應獨立判斷，審慎評估並自負投資風險。 影片由凱基證券製作播出。 節目主持：許娸雯 成音剪輯：林佳欣 製作團隊：凱基證券Ｘ聲動創意 音樂來源：https://www.premiumbeat.com/zh-Hant/home -- Hosting provided by SoundOn

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財經要雯 EP135 I Computex AI 熱潮延續！輝達、AMD 搶推新機櫃，散熱電源成為市場新焦點？

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