科技早餐 3/20|馬斯克繼續大買 NVIDIA:Tesla 自研晶片還沒上桌,AI 算力戰先進入雙軌時代 episode artwork

EPISODE · Mar 19, 2026 · 6 MIN

科技早餐 3/20|馬斯克繼續大買 NVIDIA:Tesla 自研晶片還沒上桌,AI 算力戰先進入雙軌時代

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* 美光營收暴增近 2 倍,記憶體正式成為 AI 戰略資產 * Google 一口氣簽下 20 年長約,AI 資料中心開始自己包電 * 黃仁勳定義 OpenClaw 為「現代電腦」,AI 代理開始走向企業部署 * 沃爾瑪調整 ChatGPT 購物策略,代理式電商先撞上現實摩擦 * 馬斯克表態繼續大買 NVIDIA,Tesla 自研晶片與外購算力雙軌並行 * HSBC 傳評估裁減 2 萬人,AI 進入銀行中後台重組 TO 展會特輯 🔗透視 NVIDIA GTC 2026 https://techorange.com/exhibition/2026-nvidia-gtc/ 延伸閱讀 📖 48小時就能開公司?歐盟推「EU Inc」力抗矽谷吸金力,讓創業不必跑 27 國 https://techorange.com/2026/03/19/eu-inc-innovation-startup-creation/ 每日閱讀 📊【科技早餐】更多則新聞 https://techorange.com/2026/03/20/micron-2026-q2-revenue-double/ -- Hosting provided by SoundOn

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科技早餐 3/20|馬斯克繼續大買 NVIDIA:Tesla 自研晶片還沒上桌,AI 算力戰先進入雙軌時代

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