EPISODE · May 29, 2026 · 22 MIN
WR13. AI巨頭決戰：算力、雲端與邊緣估值重塑 | AI戰情室
from AI聊 · host Alice & Isaac
本集深入解析三大巨頭關鍵財報！輝達(NVDA)跨足CPU斬獲200億營收，Rubin平台將如何重塑AI基礎設施估值？Google(GOOGL)豪擲1900億美元AI資本支出，是利潤毒藥還是雲端護城河？適逢蘋果(AAPL)庫克震撼交棒與MacBook Neo熱銷，邊緣運算能否成為新估值引擎？為投資人從技術變革看透市場定價與長線訊號！ -- Hosting provided by SoundOn
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WR13. AI巨頭決戰：算力、雲端與邊緣估值重塑 | AI戰情室
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