About this episode
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???????????????????????????????CEO???·?????AI????GPU????
???????????1?? 10 ?? 100 ??????????????????????????????????????AI????????????????????????????AI?????
????101????????????????????????——????????????????????????????????????????????????——?????
????????101???Web3 101??????
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?????101?????????
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???????????????????????????????????????????????????? ETF——CNQQ?????????? ETF??????????????????????????????????????????????“???”???????????????????????????????????????????????
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03:30 ????????????????????????15Gw
05:34 ??????AI???????????????????
10:31 ??????“???”???????????
12:45 ?????“???”????????“AIDC?”??
15:00 ????????B????AI??????????
17:09 1Gw????500???????
19:49 ???????????????????
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23:20 ???AI??????“??/???”?“?GPU???”
25:24 IREN????????????“???”????
30:00 ?????????“??”???AMD?“????”
31:55 ???????+?????AI?????????
26:20 GPU?????????“AI??”??“????”?
37:29 ?????????????????????????
40:43 AI????????“????”?????
43:13 ?????????????+??“?????”??+???????
44:36 AI????“?????”——??????
????????
48:57 ??????????????????AI??
53:03 OpenAI????????2026????
57:00 ?????AI??????????????
62:50 ????????????“????”
69:45 ???AI??????????????“???”
70:56 ???????????Mara?vs ?????Iris?
75:09 ????????????????????????AIDC
77:15 ??????AIDC????????????
???????????
?AI?????????2028????????????44?????
?????????????????????101 Weekly??
???????“????”????AI???????????????101??
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Applied Digital
Core Scientific
CleanSpark
Riot Platforms
Cipher Mining
Galaxy Digital
IREN
????/Bitdeer
Hut 8
Marathon Digital?MARA?
Crusoe Energy
Wulf
?????
CoreWeave
Nebius
Oklo
GE Vernova (GEV)
Blue Energy
Anthropic
Blue Owl Capital
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ATM?At-the-Market Offering ??????/???
ABS?Asset Backed Securitization????????
CDO?Collateralized Debt Obligation????????
REIT?Real Estate Investment?????????
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AMEI
