第284集 | 誰大誰惡誰正確? 當AI算力愈來愈快,真正爆發的可能不是GPU

第284集 | 誰大誰惡誰正確? 當AI算力愈來愈快,真正爆發的可能不是GPU

From 投資唔講廢話 by 阿樂

April 5, 2026 · 14 min · Episode 284

About this episode

The episode discusses the evolving landscape of AI computing power and the importance of heterogeneous computing over traditional single-chip solutions.

CPU、GPU、ASIC、HBM 誰才是大佬? All in 單一晶片已無意思! 異質運算才是下一代增長關鍵! 晶片與機櫃之間要如何溝通? 🎧Podcast&美股日報: linktr.ee/investnobullshit 🔖Instagram: https://www.instagram.com/invest.no.bullshit/ 🎬Youtube: https://www.youtube.com/@investnobullshit 💡支持頻道營運: https://www.patreon.com/investnobullshit -- Hosting provided by SoundOn

People in this episode

Host: 阿樂

Topics covered

  • AI
  • semiconductors
  • heterogeneous computing
  • chip communication
  • technology trends

Keywords

  • AI
  • CPU
  • GPU
  • ASIC
  • HBM
  • heterogeneous computing
  • chip communication

Mentioned in this episode

Products: CPU, GPU, ASIC, HBM

More episodes of 投資唔講廢話

Explore listener stats, chart rankings, contacts and more on the 投資唔講廢話 podcast page.