該如何看待輝達資料中心營收趨緩? | 決策者的科技洞察 2025.09.05
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該如何看待輝達資料中心營收趨緩? | 決策者的科技洞察 2025.09.05
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當所有的媒體都在寫說營收趨緩代表著是一個AI投資的放緩，偏向負面解讀，其實我們仔細去聽聽勳哥的說法，再去對照台積電過往的歷程，以及輝達當初如何擺脫GPU一代拳王的宿命，其實是相對正面；再從長期面來看，AI應用面的需求以及資料中心整體產業的發展，都不讓人有太過悲觀的理由，甚至，我覺得是相當正面的。 今天這篇就來聊聊這個主題吧!
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