該如何看待輝達資料中心營收趨緩? | 傑夫的科技觀點 2025.09.05
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該如何看待輝達資料中心營收趨緩? | 傑夫的科技觀點 2025.09.05
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當所有的媒體都在寫說營收趨緩代表著是一個AI投資的放緩，偏向負面解讀，其實我們仔細去聽聽勳哥的說法，再去對照台積電過往的歷程，以及輝達當初如何擺脫GPU一代拳王的宿命，其實是相對正面；再從長期面來看，AI應用面的需求以及資料中心整體產業的發展，都不讓人有太過悲觀的理由，甚至，我覺得是相當正面的。 今天這篇就來聊聊這個主題吧!
這一集是我們10 天前會員已經先聽到的內容。如果你想要搶先當周收到完整版音檔與圖文解析，可以加入我們的會員方案，文章及音檔直接寄到妳的信箱，完整的數據圖表和決策清單，我在會員專區都有整理，方便大家開會引用。
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.