AI 週報 — 2026-10-16 至 2026-10-23 GPU 有電才算開始營運

AI deployment is facing critical bottlenecks as the focus shifts from model capability to infrastructure. Reports indicate Amazon is warehousing billions of dollars in Nvidia AI chips that cannot be powered. This highlights a supply chain gap between GPU procurement and data center power readiness. Consequently, the industry must prioritize power access and inference cost control over benchmark figures. Nvidia is responding by supporting AI data center investments to ensure continued GPU sales and infrastructure growth.