EPISODE · Aug 28, 2026 · 20 MIN
WR23. 硬體超大週期、光通訊大突破與反壟斷巨變 | AI戰情室
from AI聊 · host Alice & Isaac
本集深入拆解三大科技巨頭的估值轉折點：蘋果在新 CEO 上任與折疊 iPhone 推出下能否重啟硬體超大週期？Coherent 1.6T 與 6 吋 InP 產能倍增如何打破光傳輸瓶頸？Google 面臨 DOJ 禁用預設搜尋裁決，Gemini 企業級 Agent 能否守住估值護城河？ -- Hosting provided by SoundOn
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WR23. 硬體超大週期、光通訊大突破與反壟斷巨變 | AI戰情室
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