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金庫密碼
軍師小葉
29 episodes
1 day ago
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Education
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Education
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EP23-AI「晶片只租不買」─泡沫還是真革命?
金庫密碼
6 minutes
1 month ago
EP23-AI「晶片只租不買」─泡沫還是真革命?
今天要跟大家聊一個超有趣、但聽起來有點燒腦的議題──OpenAI最近傳出可能要玩一個「晶片只租不買」的新策略,而且背後還牽扯到NVIDIA這種千億等級的合作。 你可能會想,租晶片這種事,有什麼好大驚小怪的?哎呀,別小看了,這裡面可是藏著一個大哉問:AI是不是正在走向一種「循環融資」的泡沫遊戲?還是說,這其實是科技產業的必然進化?
金庫密碼