EPISODE · Nov 17, 2025 · 41 MIN
EP29 | 大到不能倒？從 OpenAI 呼籲政府兜底看 AI 產業鏈的泡沫與隱憂
from 矽谷咖啡館 Silicon Cafe · host 熊與法蘭克與安豬
Open AI CEO Sam Altman 上 podcast 的一句話，竟然讓讓英偉達下跌 9%，NeoCloud 新寵 CoreWeave 更是應聲腰斬。這句話背後牽動的是投資人對高度槓桿化的 AI 業鏈的擔憂。究竟 OpenAI 吹起來的是 AI 的旋風還是泡沫，這期就讓我們深入挖掘這幾家科技巨頭是怎麼交織出一張錯綜複雜的 AI 產業網，其中的風險又在哪裡。
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EP29 | 大到不能倒？從 OpenAI 呼籲政府兜底看 AI 產業鏈的泡沫與隱憂
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