After Meeting EP. 198｜Open AI 被超車！LLM 混戰要壓哪一邊？
· 52 min · S1 E315
Episode After Meeting EP. 198｜Open AI 被超車！LLM 混戰要壓哪一邊？
【👉 追覓 X60 Track】 業界首創履帶式45°C活熱水洗地 × AI藍光髒污檢測，吸拖一體全自動 ☑️ 升級履帶式洗地系統，清潔力再提升 ☑️ 45°C 活熱水洗地，有效對抗頑強髒污 ☑️ AI 藍光髒污檢測，多模式對付毛髮、顆粒、液體 ☑️ 100°C沸水自清潔、UV燈除菌 🎉 MM 聽眾超早鳥優惠價 https://dreame.info/3CupM --- 本週行情，美股跟亞股同步再度創下歷史新高，美股以記憶體與 CPU 族群格外強勢，這其實也是反應到我們之前提到的 AI 擴散效應跟多點式復甦的現象已經發生。 本集邀請到資深研究員 Jason 來聊聊，現在 AI 生態系的競爭格局應該怎麼梳理？從終端應用層到中游的算力供應層應該要怎麼觀察？ 📌 OpenAI 大爆雷？研究員怎麼看？ 📌 AI 生態系「上、中、下」游全解析！ 📌 CSP 業者資本支出再擴大！ 📌 MM Q&A 解答系列！ ✍️MM獨家報告｜LLM 開啟混戰模式，一次梳理「AI 終端、中游、上游」！（上） https://pse.is/929exu ✍️MM獨家報告｜雲端 vs. 新雲端、GPU vs. ASIC，一次梳理「AI 終端、中游、上游」！（下） https://pse.is/92kjt9 ✍️MM獨家報告｜2026 年 5 月投資月報 https://pse.is/73my73 --- 🎙 錄音時間：05/07 13:00 💻 資深研究員：Jason -- Hosting provided by SoundOn
Links in the notes 5
- https://dreame.info/3CupM
- https://pse.is/929exu?utm_id=97758_v0_s00_e0_tv2_a1demo0e1q313q&fbclid=IwZXh0bgNhZW0CMTAAYnJpZBExdFpGQVA2WEJ6eEs5QnFxenNydGMGYXBwX2lkEDIyMjAzOTE3ODgyMDA4OTIAAR698r2CJUS9WJgCHRJ32Svb_UFhmfOTLsMo556Z4sQUEJnpnReYGZpHPGo9kA_aem_5WBrAGoAPz967y07GvCKgQ
- https://pse.is/92kjt9?utm_id=97758_v0_s00_e0_tv2_a1demo0e1q313q&fbclid=IwZXh0bgNhZW0CMTAAYnJpZBExRXRLNTlsWE5TaEFGUThJUXNydGMGYXBwX2lkEDIyMjAzOTE3ODgyMDA4OTIAAR6TRtJzx8enMMiu7iQ7qwgenkoRwzHXH1MTmBbM3GPfjz2IXctdRNK6UxTp7Q_aem_5-Sv_YO9lg6OfP1523C0yg
- https://pse.is/73my73?fbclid=IwZXh0bgNhZW0CMTAAYnJpZBExY1FISE5xSlFnQXJIb0NEa3NydGMGYXBwX2lkEDIyMjAzOTE3ODgyMDA4OTIAAR6rvo9xm2MxT1Mpn3t5jgaz3jM0H5y5e3ddzkioR4McfcrHwtBndJnv0qnDqg_aem_ioX3lpKdNc-7_ErumpukLw
- https://www.soundon.fm/
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