科技早餐 3/12｜甲骨文交卷了：AI 基建不只燒錢，開始長出大單與現金流

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＊甲骨文交卷了：AI 基建不只燒錢，開始長出大單與現金流＊ NVIDIA 先投再供貨，Thinking Machines 直接鎖定 1GW 算力＊ Meta 買下「AI 版 Reddit」，AI 代理開始自己形成社群＊ Anthropic 被列黑名單，Microsoft 警告恐拖累美軍 AI 佈署＊ AI 太耗電，特斯拉與 Google 組電網聯盟延伸閱讀 📖 Moltbook 未成熟、內容真假難辨，Meta 為何仍出手收購？答案在背後的 AI Agent 團隊 https://techorange.com/2026/03/11/meta-moltbook-ai-agent-group/ 每日閱讀 📊【科技早餐】更多則新聞 https://techorange.com/2026/03/12/oracle-q3-earnings-report-2026/ -- Hosting provided by SoundOn

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科技早餐 3/12｜甲骨文交卷了：AI 基建不只燒錢，開始長出大單與現金流

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