by Jeff & 新台灣人數位有限公司編輯團隊
<p>科技一周 TechWeekly 的緣起 <br /> <br />Hello 我是Jeff，台灣大學經濟系畢業後，進入創投公司擔任投資經理，專注於科技產業投資，並有幸成為 PayPal 早期投資人，親身見證了網路經濟的崛起與泡沫的洗禮。這段經歷讓我深刻理解科技創新的週期與資本市場的運作邏輯。 <br /> <br />隨後，加入華碩電腦，擔任海外業務主管，負責印度市場開發，在當地市場取得 300% 的年度增長，成為當地消費者最信賴的品牌之一。隨後，戰略眼光與市場洞察力獲得高層認可，被調任負責俄羅斯與北美市場，進一步鞏固華碩在全球市場的地位。 <br /> <br />在國際市場的豐富經驗，讓我體認到一件事情，要掌握市場不能只看新聞，務必要透過科技大老闆CEO們的眼光，才能夠更加精準的掌握未來，不論投資或做生意，都能更加順利! <br /> <br />因此，我創立了 《科技一周》Podcast，以及專屬的科技分析付費專欄，希望透過深度解析與獨家觀點，帶你掌握CEO思維，進一步看懂全球科技產業的關鍵變化，無論是 AI、半導體還是新創投資，都能用最精準的視角看懂產業脈動。 <br /> <br />一起掌握屬於我們的未來！ <br /> <br/>Powered by <a href="https://firstory.me/zh">Firstory Hosting</a></p>
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April 11, 2025
<p>完整單集，歡迎加入會員，應該在Firstory 右上方有個加入會員的按鈕</p> <br /> <br/>Powered by <a href="https://firstory.me/zh">Firstory Hosting</a>
April 2, 2025
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March 8, 2025
<p><strong>摘要</strong> <br />本集科技一週 Jeff 針對黃仁勳最新財報會議內容進行深度分析，重點在於 AI 算力需求的未來趨勢。首先闡述 AI 訓練只是第一步，推理才是最大算力消耗來源，並以律師生涯為例說明算力需求的持續增長。接著，他分析輝達的競爭優勢，在於其可程式 GPU 和 CUDA 軟體平台能適應多樣化且變動的演算法。最後，Jeff 探討市場對 AI 的集體意識，以及 AI 在語音、視覺等領域的發展，並以 Google 收購 HTC XR 部門為例，預測 AR/VR 眼鏡將進入量產階段，點燃市場想像力。(以上感謝AI小夥伴的總結) <br /> <br /> <br /><strong>大綱</strong> <br /><strong>引言：黃仁勳財報會議重點整理</strong> <br />00:04:07 <br /><strong>AI 算力需求的持續增長與 Nvidia 的優勢</strong> <br />00:14:02 <br /><strong>Nvidia 的產品策略與護城河</strong> <br />00:18:04 <br /><strong>市場的集體意識與投資者疑慮</strong> <br />00:22:45 <br /><strong>AI 的未來發展與應用：從語音 AI 到實體 AI</strong> <br /> <br />想要<strong>週週</strong>掌握科技趨勢？ 訂閱《科技一周》🔥 <br />完整內容在訂閱會員專區! <br /><a href target="_blank">來去看看 www.techweekly.firstory.io</a> <br /> <br /><strong>推出「年訂閱優惠」</strong> <br />目前是 <strong>NT$199 / 月</strong>，如果一次付 1 年 → <strong>NT$1,999（省 2 個月）</strong> <br /><a href="https://open.firstory.me/join/techweekly/tier/019504e4-14b8-5b6e-8470-6e0a846948d3" target="_blank">https://open.firstory.me/join/techweekly/tier/019504e4-14b8-5b6e-8470-6e0a846948d3</a> <br /></p> <br /> <br/>Powered by <a href="https://firstory.me/zh">Firstory Hosting</a>
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