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
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Hello 大家好,我是M~ M亿财富❤️~都是围绕着半导体产业的原创故事。活在科技主导时代的我们,都应该关心半导体的发展,因为不管是人工智能还是量子计算,都离不开芯片。 我不会过分吹捧,也不会刻意贬低,给大家带来最中肯的专题故事! 每周三,下午5点!更新哦~❥(^_-)

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#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!

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