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【會員試聽！】全球AI基建最缺什麼？10家台廠搶搭兆元高速列車｜ #上流投資術 EP129 #財訊 episode artwork

EPISODE · Jul 31, 2025 · 6 MIN

【會員試聽！】全球AI基建最缺什麼？10家台廠搶搭兆元高速列車｜ #上流投資術 EP129 #財訊

from 財訊 《Wealth Magazine》 · host 財訊雙週刊

#上流投資術 #財訊 #amazon #aws 加入會員，支持節目： https://open.firstory.me/user/ckijrbz8nehm50847mulgl7v6 亞馬遜（AWS）重金打造AI雲端基礎建設，全球布局快速擴張！ 這波「AI基建潮」讓台灣供應鏈迎來爆發契機。 本集《上流投資術》聚焦亞馬遜AI伺服器產業鏈，解析從自研晶片、電源系統、網通到PCB，誰能分食這場兆元盛宴？ 《各節重點》 ＊ AWS 加碼 AI 資料中心 ＊ AWS 有何特殊策略？ ＊ 亞馬遜的擴張為何首選台廠？ ＊ 哪些產業與 AWS 共同攀升？ 留言告訴我你對這一集的想法： https://open.firstory.me/user/ckijrbz8nehm50847mulgl7v6/comments 製作｜財訊雙週刊 主持｜尚清林 來賓｜劉志明 企劃｜吳雨軒 攝影｜吳雨軒 剪輯｜吳雨軒 錄影時間｜2025.7.29 -- Hosting provided by SoundOn

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【會員試聽！】全球AI基建最缺什麼？10家台廠搶搭兆元高速列車｜ #上流投資術 EP129 #財訊

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This episode is 6 minutes long.

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This episode was published on July 31, 2025.

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