科技早餐 6/30｜Google 卡 Meta 用 Gemini，AI 巨頭也缺算力

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＊ Google 卡 Meta 用 Gemini，AI 巨頭也缺算力＊蘋果想買長鑫記憶體，AI 缺貨逼出美中兩難＊南韓砸 800 兆韓元衝 AI 記憶體，三星、SK 領軍擴產＊ NVIDIA 17 萬顆 GPU 進印尼，AI 基建戰從算力燒到網路＊中國模型追近 Mythos，美國 AI 管制壓力升高延伸閱讀 📖 成本只要五分之一、能力逼近 Anthropic：中國 GLM-5.2 如何改寫企業 AI 戰場？ https://techorange.com/2026/06/29/zai-glm-52-open-weight-ai-cost-pressure/ 每日閱讀 📊【科技早餐】更多則新聞 https://techorange.com/2026/06/30/ai-compute-memory-supply-crunch/ -- Hosting provided by SoundOn

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科技早餐 6/30｜Google 卡 Meta 用 Gemini，AI 巨頭也缺算力

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