Google複製IE稱霸劇本 改寫AI市場投資邏輯？前瞻2026 AI競合趨勢 ft. 騰旭投資投資長 程正樺【#財經相對論 EP77】CC字幕@cteevideo
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December 18, 2025
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AI大爆發帶動了全球經濟的成長，大家都想問，2026年AI相關產業的成長還會持續強勁嗎？過去幾個月，伴隨AI「永動機」的出現，市場也陸續浮現對於AI泡沫的雜音。隨著Google推出Gemini 3的叫好叫座，市場對AI巨頭繼續擴大投資、軍備競賽多少補了點信心。然而倘若Google稱霸AI賽道，會對輝達、台積電、乃至整個AI供應鏈產生什麼影響呢？就讓艦長程正樺為您深入剖析、細說分明。 #ai #gemini #openai #google #輝達 #台積電 #gpu #tpu #asic 🎙️主持人：#朱楚文 🎙️來賓：艦長 #程正樺 【本集節目分上下兩集，下集預計12/22周一18:00播出】 ⚡️本集節目重點： 00:00 節目開始 01:37 Gemini彎道超車對AI產業的影響 10:34 Nvidia GPU vs Google TPU 17:08 等這成熟 邊緣AI商機大爆發 20:38 台積產能分配影響ASIC挑戰GPU =========================== 👓讓您掌握先機，投資無往不利 一鍵訂閱本頻道：https://pse.is/4uhbph 官網 ： https://www.ctee.com.tw/ FB： https://www.facebook.com/ctee.fans/ LINE： https://line.me/ti/p/@ccf6523h Podcast：https://solink.soundon.fm/ctee
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