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481.【財經時事放大鏡】NVIDIA GTC 再興 AI 新浪潮

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▍Nvidia 華盛頓 GTC 大會
11:18 討論 Nokia x Nokia 的 AI- Ran 合作案的可能內容與展望。
20:58 AI 結合基地台可能的應用場景有哪些?
23:27 探討 NVQLink(量子 + GPU)後續可能的發展狀況。
29:12 討論 NVIDIA 生態系逐漸擴大的佈局。

▍CSP 巨頭法說周
33:41 Google、Meta、微軟各巨頭在法說如何看待對於 AI 的資本支出與利潤率問題?
45:35 Google、Meta 法說有哪些亮點?討論為何兩者廣告業務都有明顯成長?
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Podcast 回饋表單:https://statementdog.cc/PMOa8
Podcast 業務合作聯絡信箱:[email protected]

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481.【財經時事放大鏡】NVIDIA GTC 再興 AI 新浪潮

財報狗 - 掌握台股美股時事議題

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