【論政天下 EP52】輝達H200效能比寒武紀高出100倍 為何中國不買還拒絕？中國用這個方法做出超級大晶片 不再需要輝達？AI泡沫很明顯 但何時破？ 下 #烏凌翔 #輝達 #寒武紀 #華為 #昇騰
iSmart
•
November 26, 2025
iSmart
@titvsmartAbout
📍週二 20:00 施孝瑋的軍武大觀📍週三 21:00 論政天下
Video Description
中國「去輝達化」聲勢浩大，但輝達正在重組全球產業鏈、深度滲透 AI 基礎建設市場。它失去的，會比新得的多嗎？ 輝達財報爆紅、AI 晶片賣到缺貨，全球搶單。但中國市場卻因出口限制亮紅燈，5 百億美元的訂單恐怕成空。寒武紀「中國版輝達」會是另一個泡沫嗎？ 章節： 00:00 中國反攻號角響起 AI晶片王者易主？ 12:37 輝達財報炸裂 中國市場仍是未爆彈？ 25:08 晶片性能大戰 寒武紀硬剛輝達？ 37:36 中國AI動員大反攻 會傷到輝達嗎？ 更多精彩內容，請鎖定 每周三 晚上9點 全新節目【論政天下🌎】 客服電話：0800-096-668 點我加入LINE社群：鳥博士的科技窩 https://reurl.cc/DKp1dE 加入即可獲得第一手產業科技分析 智慧電視請搜尋「歡樂看」 FainTV https://bit.ly/4lYkHdI iSmart頻道 Smarters雲集 在這裡不只聰明、更有知識 歡迎按讚、訂閱、分享、開啟小鈴鐺🔔 追蹤別的平台持續關注我們👻 【iSmart Instagram】https://www.instagram.com/ismart_makeyousmarter/ 【iSmart Facebook】https://www.facebook.com/profile.php?id=61558125225590 【iSmart TikTok】https://www.tiktok.com/@i_smart_makeyousmarter
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