About this episode
Nvida 財報＆AI 有哪些新題材，自行車產業的循環狀況。
【Nvida 財報＆AI 有哪些新題材？】
02:14 本次 Nvidia 財報表現＆Scaling laws 還存在嗎？
09:47 提升 AI Server 間傳輸速度的需求增加：記憶體、矽光子、CPO、光纜循環。
25:54 GB300 的新規格討論：BBU。
【自行車跌跌不休】
31:12 討論巨大＆美利達；自行車循環狀況。
Podcast 回饋表單：https://statementdog.cc/PMOa8
本集重點、提到的股票和相關連結：https://statementdog.com/blog/archives/14616
業務合作聯絡信箱：[email protected]
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