Name: 2025年輝達與Google爭奪AI晶片霸權大戰！誰能稱王？ (Nvidia and Google Battle for AI Chip Supremacy in 2025)
Uploaded: 2025-12-15T15:19:13.000Z
Duration: 7 min 32 s

程度副詞

But last week was not just about Nano Banana Pro.

不過上週不只關於 Nano Banana Pro。

轉承詞

Because I remember we did the show, we were like, well, this whole bubble thing kind of revolves around what Nvidia is going to say at their earnings.

因為我記得我們做節目時，我們說，嗯，這整個保麗龍事件其實都圍繞著 Nvidia 在財報上會說什麼。

Nvidia showed tremendous growth, tremendous confidence.

Nvidia 展現了驚人的成長，驚人的信心。

The stock went up like crazy, recovering some of what had lost recently.

股票像瘋了一樣漲，收復了近期一些失地。

And then came the spoiler, which is Google.

然後就出現了掃興者，那就是 Google。

Google spoiled Microsoft for us last week, making its announcements just as Microsoft was starting its conference.

Google 上週破壞了 Microsoft 的好事，就在 Microsoft 的會議剛開始時發布了它的消息。

And then things looked better for Google because it did a chip deal.

然後 Google 的情況看起來好多了，因為它達成了一筆晶片交易。

Is this going too far down in the rundown?

不，不，不，不，你講得很好。

它和 Meta 達成了一筆晶片交易。

所以現在 Nvidia 有 Tensor 晶片了。

So the market saw this as major competition to Nvidia.

所以市場認為這是對 Nvidia 的一大競爭。

But both, you know, I said this New York Times had a story, I think it was today or yesterday.

但是，你知道，我說《紐約時報》有篇報導，我想是今天或昨天。

Lead story was worry about the bubble bursting.

And it's as if media coverage is wishing for it, in my view.

在我看來，這好像媒體報導都在期盼著。

I think you're probably right because you know the media landscape better than I do.

我認為你說得對，因為你比我更瞭解媒體格局。

They don't like the technology, they don't like the technologists in the companies.

他們不喜歡這項技術，他們不喜歡公司裡面的技術專家。

So there's this constant drumbeat of bubble, bubble, bubble, bubble, bubble, bubble.

所以就有這種持續的宣傳，保麗龍、保麗龍、保麗龍、保麗龍、保麗龍、保麗龍。

But at the same time, then you have Nvidia.

The headline is for the Wall Street Journal.

Nvidia's strong results show AI fears are premature.

Nvidia 的強勁財報顯示對 AI 的擔憂為時過早。

And then with the Google work, why Google soaring stock is defying fears of an AI bubble.

然後是 Google 的工作，為什麼 Google 的股價飆升，無視 AI 保麗龍的擔憂。

The reality keeps pushing against this media narrative of, of immediate disaster.

現實不斷推翻這種媒體敘事，關於即將發生的災難。

And there's also more competition here, which is a good thing.

這裡還有更多競爭，這是好事。

So Nvidia seemed to own the world and now Google's pushing up and that's, that's, I think, good.

所以 Nvidia 似乎擁有一切，現在 Google 也在崛起，我認為這很好。

And then Nvidia came along and they had to say, oh, we're happy for Google.

然後 Nvidia 出現了，他們不得不說，哦，我們為 Google 感到高興。

So they had a post here that said, we're delighted by Google's success.

所以他們在這裡發了一篇貼文，說我們很高興 Google 取得成功。

They've made great advances in AI and we continue to supply to Google.

他們在 AI 方面取得了巨大的進步，我們將繼續為 Google 供貨。

Nvidia is a generation ahead of the industry.

It's the only platform that runs every AI model and does it everywhere.

這是唯一一個能運行所有 AI 模型並在任何地方運行的平臺。

So Nvidia, fascinatingly there, I think, has to say, we're everywhere.

所以 Nvidia，很有趣的是，我認為，不得不說，我們無所不在。

We can run everything, and Google is a customer.

我們可以運行所有東西，而 Google 是我們的客戶。

They've got to say, good for you, little Google.

對，你知道這讓我想起了什麼嗎？

I'm trying to move it over onto the screen.

That reminded me of the old Kanye west meme.

這讓我想起了以前 Kanye West 的迷因。

I'm gonna let you finish, but yeah, hey, congratulations, Google.

我要讓你說完，但對，嘿，恭喜你，Google。

But we're actually the greatest of all time, just so you know.

但我們其實是史上最偉大的，讓你知道。

And, and also, like Google getting into renting out its TPUs.

而且，而且還有，像是 Google 也在出租他們的 TPUs。

That opens up a whole new avenue for Google.

這為 Google 開啟了一個全新的途徑。

And I think the fear, One of the fears, the bubblicious fears, is the limited supply of chips.

我認為大家擔心的，其中一個擔憂，那種泡沫式的擔憂，就是晶片的供應有限。

And now if Tensor chips are seen as credible competitors to Nvidia chips, then that means the supply is not as limiting as it seemed to be.

現在如果 Tensor 晶片被視為 Nvidia 晶片的可靠競爭對手，那就意味著供應不像看起來那麼受限。

This is a story I didn't put in the rundown.

這是我沒有放進腳本裡的故事。

Google must double AI serving capacity every six months to meet demand.

Google 必須每六個月將 AI 服務容量翻倍，才能滿足需求。

Double every six months, Their AI infrastructure boss told employees.

每六個月翻倍，他們的 AI 基礎設施主管告訴員工。

So this demand is high, but there's supply and the supply is high, but there's demand.

所以這種需求很高，但有供應，供應也很高，但有需求。

Not quite now, much to the sadness of the, the, you know, the press that maybe wants to see a little bit of drama there.

現在還沒有，這讓那些可能想看點戲劇性的媒體感到很難過。

And by the way, we're not making predictions.

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2025年輝達與Google爭奪AI晶片霸權大戰！誰能稱王？ (Nvidia and Google Battle for AI Chip Supremacy in 2025)

recognize

constant

tremendous

infrastructure