矽谷集體背叛！Nvidia帝國崩塌倒數？谷歌、微軟聯手台積電「去黃仁勳化」的驚天陰謀！
M亿财富MEmoney
•
December 10, 2025
About
No channel description available.
Latest Posts
Video Description
#Nvidia #ASIC #AI晶片【訂閱頻道按鈕】https://www.youtube.com/@memoney.M?sub_confirmation=1 在這支影片中，我們將深入探討矽谷科技巨頭們如何發起一場針對Nvidia的驚天反叛。Google、微軟、AWS和OpenAI，這些曾經是Nvidia最大客戶的巨頭，如今正不惜砸下數百億美金，聯手研發自家的ASIC晶片，試圖擺脫對黃仁勳GPU的依賴。這不僅是一場關於成本的戰爭，更是一場關於AI未來主導權的殊死搏鬥。 影片詳細解析了這場「去Nvidia化」運動背後的底層邏輯。我們將揭示GPU在AI運算中的先天效率缺陷，並剖析各家巨頭的秘密武器：從Google歷經多代演進的TPU，到微軟為了支撐Copilot而打造的Maia 100，再到AWS為了極致性價比推出的Trainium與Inferentia。我們還會探討OpenAI為了實現AGI長遠目標，聯手博通與台積電開發推理晶片的野心。這場戰爭的背後，還有博通、邁威爾等「軍火商」的默默支持，以及台積電CoWoS產能的關鍵角色。 雖然Nvidia不會因此倒下，但躺著數錢的壟斷時代宣告結束。巨頭們正在一步步切走原本屬於GPU的蛋糕，而老黃也準備好了代號Rubin的終極武器準備反擊。這場半導體世紀大戰才剛剛開始，誰將笑到最後？ 我是M，在M億財富頻道為您深入剖析半導體產業的最新動態。想了解更多產業觀點，歡迎訂閱我們的頻道，每週三下午5點準時更新！
You May Also Like
![[半導體] 陳立武瘋狂改革計畫揭秘：英特爾如何從CPU一哥變身代工新王？](https://imgz.pc97.com/?width=500&fit=cover&image=https://i.ytimg.com/vi/9sHrIgSnIeY/hqdefault.jpg)
![[半導體] 別再為晶片付費！RISC-V 開源架構, 能否打破ARM和英特爾的壟斷? 😈 😈 😈](https://imgz.pc97.com/?width=500&fit=cover&image=https://i.ytimg.com/vi/1CLhoMrO3Ig/hqdefault.jpg)
![[超導體] 一片看懂量子晶片！谷歌Willow完勝👊🏻超級電腦！真有這麽強？強在哪？](https://imgz.pc97.com/?width=500&fit=cover&image=https://i.ytimg.com/vi/TTbGV7MqERw/hqdefault.jpg)
![[半導體] Marvell邁威爾：全押AI晶片，與台積電共建2奈米定制平台，半導體小配角逆轉的故事！](https://imgz.pc97.com/?width=500&fit=cover&image=https://i.ytimg.com/vi/DVehu4Sb8AM/hqdefault.jpg)
![[半導體] Supermicro 美超微：借Nvidia上位，成為AI數據中心的「黑馬」！背後竟隱藏如此多爭議？](https://imgz.pc97.com/?width=500&fit=cover&image=https://i.ytimg.com/vi/dn8Vb43PmHQ/hqdefault.jpg)
![[半導體] Broadcom 博通：AI晶片收入超AMD👊🏻直追Nvidia？半導體市值全球第三，僅落後台積電！](https://imgz.pc97.com/?width=500&fit=cover&image=https://i.ytimg.com/vi/qLK4iP7XCH4/hqdefault.jpg)
![[半導體] Qualcomm 高通的無限霸權: 驍龍晶片進軍PC市場，拳打蘋果👊🏻腳踢AMD！聯發科出貨高通也沒用？](https://imgz.pc97.com/?width=500&fit=cover&image=https://i.ytimg.com/vi/1HBr5BK-kYs/hqdefault.jpg)
Upgrade Your Everyday
AI-recommended products based on this video
Loading...
Kasa Smart Outdoor Smart Plug by TP-Link (KP400) - Smart WiFi Outlet with 2 Sockets, IP64 Waterproof, Works with Alexa and Google Home, 2.4GHz WiFi Required, No Hub Required, Sunset & Sunrise Offset
(28,846)
$21.99$17.99
FREE delivery Wed, Aug 20 on your first order
1K+ bought in past month
Loading...
Wireless Earbuds, Sports Bluetooth Headphones, 80Hrs Playtime Ear Buds with LED Power Display, Noise Canceling Headset, IPX7 Waterproof Earphones for Workout/Running (Black)
(335)
$39.99
Prime
1K+ bought in past month
Loading...
Monster N-Lite 217 Wireless Earbuds, Immersive Stereo Sound, Bluetooth 6.0 in-Ear Headphones, Built-in Smart Noise Cancelling Mic for Clear Calls, Comfortable Fit, 32H Playtime, IPX6 Waterproof, Black
(8)
$39.99
FREE delivery Mon, Feb 23
Loading...
Wireless Earbuds, Bluetooth 5.4 Headphones with 50H Playback, Deep Bass Stereo Ear Buds Clear Calls with LED Power Display, Wireless Headphones with Noise Cancelling Mic for Phone/Laptop, Carbon black
(3,275)
$27.99
FREE delivery Fri, Feb 27 on your first order
Loading...
Wireless Earbuds Bluetooth 5.4 Headphones, Noise Canceling Ear Buds with 75hr Playtime, LED Power Display, IPX7 Waterproof Earphones Over Ear Earphones for Sports/Workouts
(87)
$29.99
FREE delivery Fri, Feb 13 on your first order
300+ bought in past month
Loading...
Brita Stainless Steel Premium Filtering Water Bottle, BPA-Free, Reusable, Insulated, Replaces 300 Plastic Water Bottles, Filter Lasts 2 Months or 40 Gallons, Includes 1 Filter, Carbon - 20 oz.
(2,652)
$81.37$76.36
FREE delivery Sep 29 - Oct 2
Loading...
Simple Modern Filtered Water Bottle | Insulated Stainless-Steel Carbon Filter Travel Water Bottles | Reusable for Clean Drinking Water On The Go | 24oz, Sea Glass Sage
(26)
$30.13
FREE delivery Tue, Sep 23 on your first order
Loading...
FITVII Health & Fitness Tracker (Answer/Make Calls), Smart Watch with 24/7 Heart Rate and Blood Pressure, Sleep Tracking Monitor, 120+ Sport Mode Activity Tracker
(198)
$59.99
FREE delivery Sun, Aug 10
100+ bought in past month
Loading...
AYATAHA AYATAHA Smart Watch for Kids, Smartwatch Fitness Tracker for Boys Girls, Children's Activity Watch 37 Sports Modes SMS Notification, HD Full Touchscreen IP67 Waterproof, Blue
(55)
$41.99
PrimeFREE delivery Sat, Jun 14
Loading...
Iaret Iaret Smart Watch for Women, 1.83" HD Fitness Tracker with 4 Bands, Answer/Make Calls, Heart Rate/Sleep/SpO2/Step Tracking, 100+ Sport Modes, Android/iPhone Compatible Gift (Rose Gold)
(42)
$59.99
FREE delivery Thu, Jun 19
100+ bought in past month
Loading...
Smart Watch for Men Women 1.8" Fitness Tracker, Bluetooth Call, DIY Dial, Heart Rate Sleep Blood Oxygen Monitor, 100+ Sports Modes, IP68 Waterproof Smartwatch for Android iPhone, Alexa Built-in
(980)
$39.99
FREE delivery Sun, Sep 21
300+ bought in past month
Loading...
Hand Warmers 2 Pack, 14000mAh Rechargeable Hand Warmers, Electric Hand Warmer Reusable, Portable Power Bank USB Hand Warmers 4 Levels 8 Heating, Gifts for Raynauds Ski Golf Camping
(683)
$74.08$59.47
FREE delivery Jun 13 - 18
Loading...
Hand Warmers Rechargeable, 10000mAh Electric Heated Gloves Power Bank Portable Graphene Handwarmers Pouch with 3 Levels & Double-Sided Heating for Hunting Camping Golf Xmas Gifts for Women Men Kids
(651)
$44.99
PrimeFREE delivery Sun, Jun 15
Loading...
Amazon's Choice
2Pack Rechargeable Hand Warmer, 8000mAh Electric Hand Warmer Power Bank, Portable USB-C Hand Warmer for Pocket, Reusable Hand Warmer Up to 8 hrs Each, Warm Gift for Men Women, for Hunting, Camping
(1,128)
$15.99
FREE delivery Sat, Jun 14 on your first order
Loading...
GTOCE Portable Charger,40000mAh Power Bank with 22.5W Fast Charging LED Digital Display Battery Pack with 6 Outputs 2 Inputs, Type C Powerbank Portable Charger for iPhone 16 pro Samsung AirPods,Black
(334)
$42.99
FREE delivery Thu, Oct 16
1K+ bought in past month
Loading...
Monster Sleep Ear100 Ear Buds, Sleep Earbuds with Stereo Sound, Design for Side Sleeper, 32H Playtime, Bluetooth 6.0, ENC Noise Cancelling, IPX6 Waterproof Mini Headphones, White
(4)
$39.99
FREE delivery Mon, Mar 2
Loading...
Monster Sleep Ear100 Ear Buds, Sleep Earbuds with Stereo Sound, Design for Side Sleeper, 32H Playtime, Bluetooth 6.0, ENC Noise Cancelling, IPX6 Waterproof Mini Headphones, Black
(15)
$39.99
FREE delivery Mon, Feb 23
Loading...
Monster Sleep Ear100 Ear Buds, Sleep Earbuds with Stereo Sound, Design for Side Sleeper, 32H Playtime, Bluetooth 6.0, ENC Noise Cancelling, IPX6 Waterproof Mini Headphones, Black
(6)
$39.99
FREE delivery Sat, Dec 27
Loading...
Hydroponics Growing System Indoor Garden - Herb Garden with Grow Light, 15 Pods Stainless Steel Indoor Garden Kit, Auto Timer, Gardening Gift for All Ages
(24)
$206.57$200.61
FREE delivery Jun 13 - 17
Loading...
Umbra Triflora Hanging Planter for Window, Indoor Herb Garden, Set of 5, White/Black
(7,808)
$71.52
PrimeFREE delivery Sat, Jun 14
Loading...
Large Hydroponics Growing System 14 Pods, Indoor Herb Garden with LED Grow Light, 5L Water Tank, Hydroponic Grow Kit with 3 Auto-Timers, Rotatable Light Panel and Child Lock for Home School Gardening
(119)
$167.81
FREE delivery Jun 16 - 20
Loading...
Hanging Planter Hanging Plant Holder, 6 Inch 4 Indoor Plant Pots, Wall/Window Plant Hanger Indoor Herb Garden
(269)
$35.99$28.90
PrimeFREE delivery Sat, Jun 14
Loading...
slopehill Multi Hair Stylers & Hair Straightener - 2 in 1 Wet to Dry Air Straightener and Hair Dryer Combo with High Speed Air + Rapid Heat-Up + Customizable Temperature(Pink)
(177)
$139.99
Prime
Loading...
Hi.FANCY Portable Laptop Stand with Dual Cooling Fans for 14-17inch Laptops, Grey, 23.5 x 25.9 x 0.95cm
(0)
$36.99
FREE delivery Aug 18 - 28
Loading...
Laptop Stand for Desk, Adjustable Laptop Riser ABS+Silicone Foldable Portable Laptop Holder, Ventilated Cooling Notebook Stand for 10-15.6” Laptops,Tablet-Black
(11,679)
$14.99
FREE delivery Sat, Jun 14 on your first order
500+ bought in past month
Loading...
JETech 5 in 1 Case for Samsung Galaxy S25 Ultra 5G with 2-Pack Each Tempered Glass Screen Protector and Camera Lens Protector, Non-Yellowing Shockproof Bumper Phone Cover (Clear)
(197)
$15.99
FREE delivery Sat, Jun 14 on your first order
100+ bought in past month
Loading...
TAURI for iPhone 17 Pro Max Case 6.9" with 1-Pack Screen Protector, Camera Lens Full Protection, Military-Grade Protection, Shockproof Transparent Back Bumper Phone Cover - Clear Global Recycled Standard
(0)
$10.76
FREE delivery Thu, Oct 16 on your first order
2K+ bought in past month
Loading...
Best Seller
TAURI for iPhone 17 Pro Case 6.3" with 1-Pack Screen Protector, Camera Lens Full Protection, Military-Grade Protection, Shockproof Transparent Back Bumper Phone Cover - Clear Global Recycled Standard
(61,696)
$10.76
Prime
2K+ bought in past month
Loading...
JOINPAYA 1Set Rechargeable Hand Warmer Hand Heater for Winter Heating Levels Compact
(0)
$9.29
FREE delivery Jun 20 - Jul 4
Loading...
Shakven Rechargeable Hand Warmer | Cute Comfortable Portable Hand Warmers,Ergonomic Adjustable Energy-Efficient Small Heater for Travel, Outdoor, Winter
(0)
$26.93
FREE delivery Jun 19 - Jul 2
Loading...
OCOOPA IP45 Waterproof Hand Warmer Rechargeable, Up to 15hrs Heat,10000mAh Durable Quick Charge Electric Hand Heater, PD Compatible, 3 Levels for Outdoors, Heavy Duty, H01-PD PRO
(50)
$39.99
PrimeFREE delivery Sat, Jun 14
Loading...
OCOOPA IP45 Waterproof Hand Warmer Rechargeable, Up to 15hrs Heat,10000mAh Durable Quick Charge Electric Hand Heater, PD Compatible, 3 Levels for Outdoors, Heavy Duty, H01-PD PRO
(649)
$39.99
PrimeFREE delivery Sat, Jun 14