當AI不再等於輝達GPU（四）：台灣供應鏈真正的風險，從來不在於訂單量林昆輝 2026-05-29 07:59:00 CST本文從CSP變現困境，剖析台灣AI供應鏈的真實風險。好光景的壓力測試不在台灣，而在CSP的變現能力。推論成本與毛利率是關鍵指標，決定此波行情是長期平台，或僅是週期高峰。https://www.thenewslens.com/article/267486#推論成本 #科技 #雲端服務供應商 #OpenAI #單位經濟學 #AI資本支出 #CSP #毛利率 #AI #AI供應鏈 #資本支出 #台灣供應鏈
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