邀請您成為《財訊》頻道的會員,並獲得專屬福利! https://open.firstory.me/user/wealth1974/platforms #Meta #Alphabet #微軟 #亞馬遜 #AI伺服器 AI 需求噴發!Meta 等雲端 4 大巨擘擴大投資,台灣 AI 伺服器供應鏈迎來爆發式成長,廣達訂單滿載,積極佈局轉型,自主研發搶佔未來 AI 商機。其下一步動向,將是投資焦點。 段落重點: ● AI 需求爆發,雲端巨頭擴大投資,廣達訂單滿載。 ● 林百里:資料中心投資是關鍵,AI 將走向通用型。 ● 廣達營收獲利創新高,調整營收結構降低關稅影響。 ● 廣達轉向自主研發,不願永遠為 AI 抬轎。 留言告訴我你對這一集的想法: https://open.firstory.me/user/ckijrbz8nehm50847mulgl7v6/comments ★ 完整文章連結:https://www.wealth.com.tw/articles/2a058218-840a-49be-86dd-309670cedde9 ★ 訂閱財訊這裡請→https://www.wealthstore.com.tw/ ★ 打電話也可以訂財訊→(02)2551-5228 轉 10。 ★ 商業合作請洽 [email protected],或撥專線 (02)2551-2561 轉 255。 製作|財訊雙週刊 主持|陳雅潔 來賓|楊喻斐 企劃|吳匡庭 攝影|吳匡庭 剪輯|蔡克承 後製|蔡克承 錄製日期|2025.5.7
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