【人工智能】英伟达转型的真相 | 帕特尔 | Groq收购 | 算力央行论 | CUDA护城河稀释 | 专用芯片CPX | 华为与台积电 | 中美半导体 | 算力资本泡沫 | 软件生产力 | 基础设施
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February 24, 2026
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当英伟达化身算力央行，全球 5000 亿美元的基建投入究竟是泡沫还是未来的门票？本期视频带你直击半导体权威机构SemiAnalysis掌舵人迪伦·帕特尔的硬核访谈。我们将撕开200亿美元收购案背后的技术底牌，看清黄仁勋如何用偏执狂式布局防御AMD与谷歌的夹击。为什么帕特尔预言初级工程师（L4）即将消失？为什么中国拥有全球最完整的半导体垂直产业链却仍被光阻？这不仅是一场关于芯片的竞争，更是全球财富权力在算力维度的重新分配。 https://www.youtube.com/watch?v=DqBMzuzxZog
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