EPISODE · May 13, 2025 · 6 MIN
EP20 | 黃仁勳將訪台演講，NVIDIA迎來轉機？
from 巴菲特AI實驗室 · host 火星煉金術士
本集Podcast將探討輝達（Nvidia）目前所處的關鍵策略轉捩點。即將在 Computex 上的活動和可能的台灣擴張顯示出其深耕亞洲的意圖，但這也使其面臨地緣政治風險。同時，輝達必須因應美中之間動盪的貿易和技術格局，特別是圍繞AI 晶片出口管制的新舊規定及其對中國市場准入的影響。這些因素共同塑造了輝達在全球營運、技術創新以及AI 晶片銷售未來軌跡所面臨的複雜挑戰與機遇。
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EP20 | 黃仁勳將訪台演講，NVIDIA迎來轉機？
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