
About this episode
外電消息透露,OpenAI執行長奧特曼正馬不停蹄全球出差,拜訪中東產油國大佬、日本軟銀孫正義、台積電和三星等巨頭,尋求從資金、技術到產能上的支持,幫忙實現他的晶片大夢。
這個看似與AI無關的案子,可能是他先前被董事會無預警開除的主因,卻也是解決OpenAI需要龐大算力和降低成本的關鍵。資深半導體專家楊光磊解讀這背後的意圖,和可能遭遇的困難,以及同樣和半導體無關的中東及東南亞國家,為何在此時也要蹭半導體熱?
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