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沈雲驄說財經

EP84|經濟學人: 黃仁勳的晶片「暗黑供應鏈」 ──中美關稅戰休兵,市場暫逃一劫

13 May 2025

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為什麼中國有NVIDIA晶片?什麼是AI Slop?什麼是「網路死亡理論」?這集來告訴你.... 本集重點:  ✦ 封面故事1:沙烏地阿拉伯驚人的社會改革!  ✦ 封面故事2:普丁要什麼?  ✦ 商業頭條:中國如何突破美國封鎖,取得輝達晶片  ✦ 中國寒武紀股價暴漲350%!  ✦ 貝森特識大局,美消費者鬆口氣  ✦ Perplexity AI 新輪募資,市值達140億美元  ✦ AI Slop 與「網路死亡理論」 製作與協力團隊: ✦ 製作人:早安財經出版社×聲音研制所 ✦ 片頭襯樂:Music from Artlist ✦ 專訪合作、宣傳、廣告合作等事宜請來信至[email protected] ------ 新聞連結: 封面故事1:沙烏地阿拉伯的驚人改革 https://www.economist.com/leaders/2025/05/08/saudi-arabia-is-pulling-off-an-astonishing-transformation 封面故事2:普丁要什麼? https://www.economist.com/leaders/2025/05/08/what-putin-wants-and-how-europe-should-thwart-him 中國如何繼續染指輝達 AI 晶片 https://www.economist.com/business/2025/05/05/how-china-is-still-getting-its-hands-on-nvidias-gear 寒武紀、華為急起直追! https://www.economist.com/business/2025/05/08/huawei-and-other-chinese-chip-firms-are-catching-up-fast Google 商業模式崩壞中! https://www.youtube.com/watch?v=yHbdoG58x4s&list=PLhsQnITmlT6PyE36-Lvg2DBKjocyLiHVz&index=22 Perplexity AI 市值暴增至140億美元 https://www.wsj.com/tech/ai-startup-perplexitys-valuation-surges-to-14-billion-in-fresh-funding-round-26124482 AI Slop 正在殺死 internet! https://www.bloomberg.com/news/articles/2025-05-08/maybe-ai-slop-is-killing-the-internet-after-all ------ 留言告訴我你對這一集的想法: https://open.firstory.me/user/cm5ywzljg008c01w0b4jg4pce/comments Powered by Firstory Hosting

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