536.【財經時事放大鏡】玻璃橋 x Meta 有一批算力好便宜
· 37 min · S2 E536
Episode 536.【財經時事放大鏡】玻璃橋 x Meta 有一批算力好便宜
0:00
37:29
▍康寧新技術引光通大逃殺
00:47 FAU（Fiber Array Unit）介紹。
06:25 GlassBridge 介紹。
11:37 為什麼本次康寧推出 GlassBridge 會影響市場對於光通訊產業的評價。
20:41 從投資觀點如何看待本次事件？
▍Meta 進軍雲服務
21:52 討論 Meta 打算出租算力，進軍雲服務背後動機。
31:13 從投資觀點如何看待本次事件？
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