科技早餐 4/1|NVIDIA 本益比跌回 2019 低點,AI 熱潮進入重估期 episode artwork

EPISODE · Mar 31, 2026 · 6 MIN

科技早餐 4/1|NVIDIA 本益比跌回 2019 低點,AI 熱潮進入重估期

from 科技報橘 · host TechOrange 科技報橘

* NVIDIA 本益比跌回 2019 低點,AI 熱潮進入重估期 * Meta 不只蓋資料中心,連電廠與輸電線都一起包下來 * 三星工會高票通過罷工授權,5 月供應風險再升高 * Mistral 舉債 8.3 億美元建 AI 資料中心,歐洲主權 AI 往基建層推進 * Microsoft 讓 GPT 與 Claude 一起進 Copilot,企業 AI 走向多模型協作 延伸閱讀 📖 【Google Cloud 林書平專欄】從追求效率轉向衡量自主性:生成式 AI 顛覆營運邏輯的 3 大底層轉變 https://techorange.com/2026/03/31/ai-rethinking-software-google-cloud/ 每日閱讀 📊【科技早餐】更多則新聞 https://techorange.com/2026/04/01/nvidia-pe-sinks-low-since-2019/ -- Hosting provided by SoundOn

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科技早餐 4/1|NVIDIA 本益比跌回 2019 低點,AI 熱潮進入重估期

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