科技早餐 2/4｜Sam Altman：NVIDIA 是「世界上最好的 AI 晶片」，OpenAI 仍想當大客戶

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＊ Sam Altman：NVIDIA 是「世界上最好的 AI 晶片」，OpenAI 仍想當大客戶＊ Waymo 募資 160 億美元，估值不到兩年成長近兩倍＊集邦上修第 1 季記憶體展望，DRAM 合約價漲幅近倍＊ SpaceX 正式收購 xAI，合併後仍持續為 IPO 做準備＊ a16z 調查：企業級 AI 市場加速集中，三強格局成形延伸閱讀 📖 開發者的「指揮中心」來了！OpenAI 發表 Codex App，奧特曼揭專案用了幾乎沒開 IDE https://techorange.com/2026/02/03/openai-codex-app/ 每日閱讀 📊【科技早餐】更多則新聞 https://techorange.com/2026/02/04/sam-altman-says-nvidia-makes-the-best-ai-chip-in-the-world/ -- Hosting provided by SoundOn

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科技早餐 2/4｜Sam Altman：NVIDIA 是「世界上最好的 AI 晶片」，OpenAI 仍想當大客戶

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