科技早餐 5/29｜台灣 AI 供應鏈舉債創高，Meta、AWS、Marvell 把基建戰推向新一輪

from 科技報橘 · host TechOrange 科技報橘

＊台灣 AI 供應鏈舉債創高，台股市值站上全球第五＊ Meta 推 AI 訂閱，祖克柏鬆口多餘算力可望轉雲端服務＊ Snowflake 與 AWS 簽 60 億美元長約，AI Agent 把 CPU 算力推上前線＊ Marvell 估客製晶片營收破百億美元，雲端巨頭加速降低 NVIDIA 依賴＊ Google DeepMind 執行長稱 AGI 可能提前到 2029，AI Agent 成為預演場延伸閱讀 📖 Meta 也想做雲端？祖克柏鬆口考慮出租 AI 算力，背後是數千億美元 AI 基建變現考題 https://techorange.com/2026/05/28/mark-zuckerberg-says-meta-starting-cloud-business/ 每日閱讀 📊【科技早餐】更多則新聞 https://techorange.com/2026/05/29/taiwan-ai-supply-chain-debt-hits-record-high-power-supply-hold-through-2034-economy-ministry-says/ -- Hosting provided by SoundOn

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科技早餐 5/29｜台灣 AI 供應鏈舉債創高，Meta、AWS、Marvell 把基建戰推向新一輪

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