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Storm
@storm.mg · 1 hour

AI泡沫還太早?台股比美股更穩?程世嘉曝全球算力還差24倍,台廠供應鏈優勢還有「這些年」!

AI泡沫還太早?台股比美股更穩?程世嘉曝全球算力還差24倍,台廠供應鏈優勢還有「這些年」!
跨國AI資料科技業者愛卡拉互動媒體(iKala)共同創辦人程世嘉認為,大家要擔心AI泡沫化還為時過早,因為未來三年全球對於AI算力的需求是目前供給量的24倍,「24倍的算力,難道全世界有24家台積電,可以做這些東西嗎?顯然是不可能的」。 其次,從過去20多年的重要科技突破來看,也就是從網際網路、智慧手機到社群媒體,每次出現的市場週期大約10~12年,而這波AI浪潮是2022年的...
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