《投資自己學EP.18》錯過伺服器別哭!黃仁勳點名「實體 AI」,散熱股的第二波淘金熱才剛開始! episode artwork

EPISODE · Jan 29, 2026 · 18 MIN

《投資自己學EP.18》錯過伺服器別哭!黃仁勳點名「實體 AI」,散熱股的第二波淘金熱才剛開始!

from 《投資自己學》 · host DWLxR

你以為 AI 散熱只有水冷伺服器嗎?錯!黃仁勳說「實體 AI」才是下一波工業革命。當 AI 塞進機器人小小的身體裡,高溫成了最大殺手。本集揭密這場從「資料中心」轉移到「移動載具」的散熱革命,哪些台廠能把散熱模組做得又小、又強、又耐震,成為機器人時代的贏家? Powered by Firstory Hosting

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《投資自己學EP.18》錯過伺服器別哭!黃仁勳點名「實體 AI」,散熱股的第二波淘金熱才剛開始!

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