
台灣商用不動產市場復甦,AI產業帶動辦公及研發空間需求
受惠於ChatGPT引爆的AI產業熱潮,台灣科技業進入新成長循環,帶動辦公、研發、實驗室及資料中心等空間需求。2026上半年商用不動產市場交易熱絡,輝達、世紀鋼等大型交易案頻傳,顯示科技業擴張及升級趨勢明顯,中南部市場活絡度提升。

受惠於ChatGPT引爆的AI產業熱潮,台灣科技業進入新成長循環,帶動辦公、研發、實驗室及資料中心等空間需求。2026上半年商用不動產市場交易熱絡,輝達、世紀鋼等大型交易案頻傳,顯示科技業擴張及升級趨勢明顯,中南部市場活絡度提升。

欣興電子(3037)因搶下輝達(Nvidia)1.6T光模塊PCB訂單,股價今日大漲逾6.92%,重返千元俱樂部。公司5月營收創新高,受惠於ABF載板出貨增長與預期漲價趨勢,下半年需求預計將大幅成長。

伺服器主板龍頭廠英業達受惠於中系大客戶字節跳動增加AI基礎設施資本支出,加上輝達、超微看旺下半年新品出貨,激勵買盤進駐,股價一度攻上71.5元。法人預期第二季業績將創歷年單季新高,第三季有望續創高峰。

LG Group's top executives will visit NVIDIA's headquarters to discuss practical business cooperation in physical AI and robotics, following a meeting between LG Chairman Koo Kwang-mo and NVIDIA CEO Jensen Huang. A working group of about 30 people will explore commercialization possibilities and identify priority projects.

Açık kaynak NVIDIA NVK Vulkan sürücüsü, Mesa 26.2 güncellemesiyle DLSS desteğine kavuştu. Bu gelişme, Linux oyuncularının yapay zeka destekli görüntü teknolojisini açık kaynak altyapı üzerinden kullanabilmesini sağlıyor.

女星賈永婕接任台北101董事長後,在「夢幻雇主」票選中榮獲第三名,僅次於輝達執行長黃仁勳和台積電創辦人張忠謀。她對此感到驚喜,並表示前兩名非常勵志。對於網友質疑買榜或人品,賈永婕霸氣回擊,引發討論。

AIチップ市場でNVIDIAの独走に待ったをかけるGoogle。独自開発のTPUと「オールGoogle」エコシステムを武器に、コストパフォーマンスとソフトウェア・ハードウェア統合でNVIDIAに挑む。

Các nhà sản xuất ôtô Trung Quốc đang đẩy mạnh tự thiết kế chip AI cho xe tự lái, nhằm giảm phụ thuộc vào Nvidia và Horizon Robotics, kiểm soát tốt hơn chuỗi cung ứng và giảm chi phí dài hạn.

Bitcoin miners are shifting focus from BTC price speculation to AI computing and data center infrastructure, driven by tightening margins and Nvidia's $20 billion bond sale for AI expansion. Tokenized RWAs surpass $43B, Ripple invests in African fintech Flutterwave, and Sam Bankman-Fried's fraud conviction is upheld.

CEO Nvidia Jensen Huang khuyến khích mọi người sử dụng AI, cho rằng công nghệ này giúp thu hẹp khoảng cách công nghệ và nâng cao khả năng cá nhân, thay vì đe dọa việc làm. Jeff Bezos cũng bác bỏ quan điểm AI khiến con người trở nên thừa thãi.
Amazon CEO Andy Jassy revealed plans for the company's in-house AI chips, Trainium, to compete with Nvidia. AWS is in talks to sell Trainium chips to other companies, with strong demand reported for current and future versions.

トランプ前米大統領はSNSで、AppleがIntelと協力し米国内でチップを設計・製造することで合意したと主張。NVIDIAもIntelでチップ製造に合意したとし、米国の半導体産業復活を訴えた。AppleとIntelは公式には認めていない。

AWS is considering selling its custom AI chips, Trainium, to other companies for data center use. This move could pose a significant challenge to Nvidia's current AI chip market dominance, with potential annual revenues estimated at $50 billion.

A Apple e a Intel concordaram em um acordo preliminar para a fabricação de chips, segundo o Wall Street Journal, diversificando a cadeia de produção da Apple e garantindo demanda para a Intel.

Trotz Rekordgewinnen und hoher Liquidität hat Nvidia Anleihen über 25 Milliarden Dollar ausgegeben. Analysten zufolge übersteigen geplante Ausgaben für Beteiligungen und Investitionen den freien Cashflow, und die Aufnahme von Fremdkapital ist derzeit günstiger. Die Nachfrage nach den Anleihen war riesig, was Nvidias starke Marktposition und das gute Bonitätsrating widerspiegelt.
Michael Burry, known for predicting the 2008 housing crash, has no stake in SpaceX, despite considering bearish options. He questioned the company's nearly $3 trillion valuation, deeming its put options too expensive and calling SpaceX a "small space company, a niche telecom, a bedeviled social media company, and a Coreweave-light."

南韓年輕上班族因股市劇烈波動,出現失眠、焦慮等「KOSPI憂鬱症」。他們因錯失投資機會(FOMO)而感到痛苦,擔心即使努力工作也難以擺脫貧困,勞工薪資收入佔國民總所得比率持續下降。
Nvidia CEO Jensen Huang stated he doesn't support the US government taking a stake in AI companies, arguing Americans already benefit through investments, jobs, and taxes. He also highlighted energy production as a critical challenge for US AI ambitions.

Nvidia's new ENPIRE framework allows AI coding agents to train robots on physical hardware, automating tasks like inserting graphics cards and cutting zip ties. The system achieved a 99% success rate on real-world tasks, outperforming human-in-the-loop methods and simulation-based approaches.

NVIDIA researchers developed ENPIRE, an AI harness enabling coding agents to autonomously train robots for tasks like cutting zip ties and inserting GPUs. The system achieved a 99% success rate, outperforming human-led methods in some scenarios, but also revealed limitations in resource utilization and token consumption.

Nvidia researchers, in collaboration with Carnegie Mellon and UC Berkeley, developed ENPIRE, a harness enabling AI agents to autonomously train robots. The system achieved a 99% success rate on tasks like cutting zip ties and inserting GPUs, outperforming human-led methods, but also revealed limitations in AI efficiency and resource utilization.

SCMP's science reporting highlights include a PLA plan to target US carrier groups from 3,000km, SpaceX's IPO, and images of Nvidia and Apple HQs released by a Chinese firm.

鴻海與法國AI業者Bull合作,在歐洲生產AI伺服器與相關基礎設施,採用輝達新一代Vera Rubin NVL72平台。關鍵零組件由鴻海捷克廠製造,在法國昂熱組裝,目標是歐洲AI工廠與雲端市場。

Donald Trump'ın yatırım hesaplarında 3.500'den fazla işlem yapıldığı belgelendi. Demokratlar, "içeriden öğrenenlerin ticareti" şüphesiyle inceleme istedi. Trump'ın ekibi ise suçlamaları reddetti.