EPISODE · Jan 11, 2026 · 5 MIN
Rubin成本砍9成！Genie落地，台積電領軍衝三萬一
from 貓貓AI 科技與財經脈動
本集節目深度剖析 2026 年初 AI 與半導體產業的核彈級進展。重點涵蓋輝達 (NVIDIA) 推出 Vera Rubin 平台與 NVFP4 格式，大幅降低 AI 推理成本九成；Google DeepMind 的 Genie 3 模型如何透過「實時世界模型」填平機器人模擬與現實的鴻溝；以及 OpenAI GPT-5 Pro 轉向高階科學研發的戰略布局。同時，針對台積電驚人的營收表現與資本支出計畫，節目也對台股衝破三萬點、市值挑戰百兆的瘋狂盤勢提出警示，提醒投資人在景氣燈號趨向紅燈之際，應警惕泡沫化的割韭菜風險，在科技革命的巨浪中保持獨立思考。 本 Podcast 由 NewsTune 生成提供
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Rubin成本砍9成！Genie落地，台積電領軍衝三萬一
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