EPISODE · Jun 28, 2026 · 5 MIN
EP104 | 巨头掀自研芯片潮，英伟达定价霸权遭围剿
from AHA Daily
本期聚焦科技巨头集体自研芯片对英伟达定价权的围剿：OpenAI携博通推出首颗自研推理芯片，SpaceX等大厂跟进；Alphabet凭TPU垂直整合成最深护城河。二级市场AI交易降温、资金撤离芯片股，上周五美股窄幅收平。内存涨价反噬，苹果微软转嫁成本、中小厂商陷生存危机。监管侧Anthropic最强模型限量重启。宏观油弱金强，比特币周末横盘守6万。
What this episode covers
本期聚焦科技巨头集体自研芯片对英伟达定价权的围剿：OpenAI携博通推出首颗自研推理芯片，SpaceX等大厂跟进；Alphabet凭TPU垂直整合成最深护城河。二级市场AI交易降温、资金撤离芯片股，上周五美股窄幅收平。内存涨价反噬，苹果微软转嫁成本、中小厂商陷生存危机。监管侧Anthropic最强模型限量重启。宏观油弱金强，比特币周末横盘守6万。
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EP104 | 巨头掀自研芯片潮，英伟达定价霸权遭围剿
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This episode is 5 minutes long.
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This episode was published on June 28, 2026.
What is this episode about?
本期聚焦科技巨头集体自研芯片对英伟达定价权的围剿：OpenAI携博通推出首颗自研推理芯片，SpaceX等大厂跟进；Alphabet凭TPU垂直整合成最深护城河。二级市场AI交易降温、资金撤离芯片股，上周五美股窄幅收平。内存涨价反噬，苹果微软转嫁成本、中小厂商陷生存危机。监管侧Anthropic最强模型限量重启。宏观油弱金强，比特币周末横盘守6万。
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