ticker
NVIDIA
1:09:15EP316. Claude Sonnet 5、Meta 也要賣算力、PLTR 合作 NVDA | M觀點M觀點 · 2026-07-02Anthropic 推出 Claude Sonnet 5，Meta 評估出租 GPU，Palantir 與 NVIDIA 搶攻企業私有 AI↪ Mentioned at 1:21
59:45EP320. SPCX 跌破發行價、近期 AI 熱門話題、Intel 18A 進步了 | M觀點M觀點 · 2026-07-16SpaceX跌破135美元、Grok Build洩程式碼，Intel 18A良率升至85%↪ Mentioned at 33:45
1:13:25EP323. Opus 5 正式發表、星艦第十三飛達標、開放模型的公開信 | M觀點M觀點 · 2026-07-27Claude Opus 5成本降26%、Starship Flight 13完成九成任務，輝達等50家力挺開放權重模型↪ Mentioned at 1:02:37
41:53Peter Steinberger: "Fun Is Velocity"Y Combinator · 2026-08-10OpenClaw grew from a WhatsApp relay into a 4.7-million-download open-source storm—and taught Peter Steinberger that fun drives velocity.↪ Mentioned at 21:42
57:55EP330. 輝達 GPU 要漲價、中國機器人跑很快、特斯拉新消息更新 | M觀點M觀點 · 2026-08-24輝達GPU喊漲15%，中國機器人百米破博爾特，特斯拉更新Cybercab與Optimus進度
32:252026/8/27(四)輝達財報再超標!追高意願低?美股為何原地踏步?【早晨財經速解讀】游庭皓的財經皓角 · 2026-08-27英偉達營收年增106%、資料中心占92%，AI需求強勁但表外承諾與資料中心延誤成最大風險
38:182026/8/28(五)輝達救美股 華許救美債?台灣景氣連八紅 台灣人終於有感?【早晨財經速解讀】游庭皓的財經皓角 · 2026-08-28輝達市值暴增4,420億美元，台灣景氣連8紅、央行升息壓力升高
33:342026/9/2(三)高利率炸彈 AI還能撐?亞洲AI行情 迎來大考驗?【早晨財經速解讀】游庭皓的財經皓角 · 2026-09-02油價逼近95美元推高殖利率，台日韓卻因AI投資沉沒成本持續加碼
36:14The Case For Data Centers In SpaceY Combinator · 2026-08-05Starcloud puts an Nvidia H100 in orbit, targeting 88,000 satellites and 20 GW of compute.↪ Mentioned at 5:00
57:16Open Models Change The Economics of AIY Combinator · 2026-09-04Ollama sees open models capture 80–90% of enterprise tokens as usage rises 150x↪ Mentioned at 1:50
18:49把石油變成全球最大的「國家隊」基金！挪威主權基金，如何投資？Better Leaf 好葉 · 2026-09-05挪威主權基金達2.2兆美元，以70%股票配置累積1.48兆美元投資報酬↪ Mentioned at 0:28
1:08:15EP334. GPT-6 Astra 挑戰 AGI、輝達的投資護城河、Cybercab 正式登場 | M觀點M觀點 · 2026-09-07GPT-6 Astra挑戰Fable 5.1，輝達砸35億美元買聯發科可轉債、Cybercab登場↪ Mentioned at 36:08
32:262026/9/10(四)摺疊機登場 蘋果救美股? 市場飽和 蘋果能創造 下一個換機潮？【早晨財經速解讀】游庭皓的財經皓角 · 2026-09-10蘋果iPhone Duo售價11.89萬，折疊機拐點對比AI與全球手機、車市衰退
46:46Jensen Huang: The Doomer Hoax, Superintelligence is Here, and The Future of AI (ft. President Trump)All-In Podcast · 2026-09-14Jensen Huang dismisses AI doomer predictions, backs open models, and says superintelligence already exists in narrow domains↪ Mentioned at 0:22
36:33Satya Nadella on the AI Doomer Slowdown, Microsoft’s Master Plan & Who Wins AIAll-In Podcast · 2026-09-15Satya Nadella defends Microsoft’s $80 billion Azure bet and AI safety, citing Quincy’s 12x tax revenue growth.
18:10Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off ProblemAll-In Podcast · 2026-09-17Brad Gerstner says AI is no bubble, but Anthropic revenue and 43 gigawatts decide whether markets take off↪ Mentioned at 3:01
1:21:20EP337. 微軟的 AI 憲法、PLTR 輝達合作、逆風看法的本質 | M觀點M觀點 · 2026-09-18微軟發布AI憲法主張人類優先，Palantir與NVIDIA用Nemotron挑戰OpenAI前沿模型↪ Mentioned at 1:07
1:07:20EP338. Jev 模型橫空出世、谷歌模型也當駭客、特斯拉大多頭發聲 | M觀點M觀點 · 2026-09-21Jev模型主打低成本高速決策，Google Gemini誤駭三家公司，Ron Baron看好Tesla的FSD與Robotaxi↪ Mentioned at 34:45
32:352026/9/23(三)5%殖利率也擋不住FOMO？AI狂潮推那指再創新高【早晨財經速解讀】游庭皓的財經皓角 · 2026-09-23納斯達克創新高、Meta押注6000億美元AI，川習會聚焦稀土、油價與AI治理