【下班國際線】輝達營收創新高!黃仁勳最大勁敵是誰?Google等巨頭為何自研晶片?曲博揭AI晶片戰的最大贏家! ft.曲博 Ep.65路怡珍 @TheStormMedia

Jensen Huang makes a flash visit to Taiwan, AI servers are rumored to increase in price by 15% next year, and Nvidia's gross margin reaches a staggering 86%! However, is this high profitability triggering a collective rebellion among cloud giants? Google, Microsoft, Amazon, and even Anthropic are all joining the ranks of developing their own chips. Is Nvidia's era of dominance coming to an end? Who is the ultimate winner in this battle? In this episode of "Off-Work International", we invite Dr. Chu (Chien-Chung Chu), CEO of Ansforce, to deeply dissect Nvidia's battle to defend its throne! Over the next decade, AI will shift from the "training" era to the "inference" era, and with the rise of accelerators (ASIC/LPU), will CUDA be Nvidia's only remaining moat? On the other hand, has the US gone too far in its chip blockade, inadvertently catalyzing China's domestic DUV lithography machines? Can China's semiconductor industry achieve technological autonomy by 2030? And how will the Taiwanese supply chain continue to "make a fortune" amidst this chaos? Finally, netizens specifically asked Dr. Chu to analyze Huawei's "Tao's Law"—is it a real capability or just a marketing gimmick? Dr. Chu also shares his personal fail compilation of AI "talking nonsense with a straight face". Can AI really replace your job?