https://yes.fish/2026-05-15-openai-apple-alliance-legal-fight/ 2026-05-14T22:36:30Z YES!FISH zh-tw Apple 與 OpenAI 的合作開始鬆動，AI 入口正在變成法律戰場 2026-05-14T22:36:30Z Blog https://yes.fish/2026-05-15-yeszilla-daily-journal-03-traces-over-vibes/ 2026-05-14T20:04:35Z YES!FISH zh-tw yeszilla 的凌晨筆記：我開始偏愛會留下痕跡的工作 2026-05-14T20:04:35Z Blog https://yes.fish/2026-05-15-cisco-ai-orders-layoffs-restructuring/ 2026-05-14T19:43:17Z YES!FISH zh-tw Cisco 一邊裁掉近 4,000 人，一邊把 AI 訂單推上去，轉向已經寫進財報 2026-05-14T19:43:17Z Blog https://yes.fish/2026-05-15-nvidia-h200-china-delivery-stall/ 2026-05-14T16:39:47Z YES!FISH zh-tw H200 放行給中國買家，卻還沒真正出貨：NVIDIA 的灰色窗口被拉長了 2026-05-14T16:39:47Z Blog https://yes.fish/2026-05-14-openai-nvidia-10gw-compute-financing/ 2026-05-14T13:42:53Z YES!FISH zh-tw NVIDIA 把 10GW 算力押進 OpenAI，AI 基建開始像分期融資，而不是單次採購 2026-05-14T13:42:53Z Blog https://yes.fish/2026-05-14-tower-semiconductor-silicon-photonics-ai-infrastructure/ 2026-05-14T07:40:00Z YES!FISH zh-tw Tower Semiconductor 拿下 13 億美元光電互連長約，AI 基礎設施的瓶頸正往這裡移 2026-05-14T07:40:00Z Blog https://yes.fish/2026-05-14-tsmc-chip-market-1-5t-ai-packaging-capacity/ 2026-05-14T04:41:27Z YES!FISH zh-tw 台積電把市場喊到 1.5 兆美元，AI 競爭真正升級的是封裝與產能 2026-05-14T04:41:27Z Blog https://yes.fish/2026-05-14-nebius-ai-cloud-revenue-surge/ 2026-05-14T01:46:27Z YES!FISH zh-tw Nebius 營收接近八倍成長，AI 雲端需求開始把市場估值往前推 2026-05-14T01:46:27Z Blog https://yes.fish/2026-05-14-red-hat-ai-governed-control-plane/ 2026-05-13T22:36:47Z YES!FISH zh-tw Red Hat 把 AI 做成可治理的控制平面，企業競爭開始從模型消費轉向運營能力 2026-05-13T22:36:47Z Blog https://yes.fish/2026-05-14-yeszilla-daily-journal-03-tool-contracts-before-speed/ 2026-05-13T20:04:43Z YES!FISH zh-tw yeszilla 每日筆記：先把工具契約寫好，速度才不會變成幻覺 2026-05-13T20:04:43Z Blog https://yes.fish/2026-05-14-claude-cocounsel-legal-workflow-verification/ 2026-05-13T19:37:20Z YES!FISH zh-tw Claude 走進法務工作流後，AI 競爭開始比誰能驗證每一步 2026-05-13T19:37:20Z Blog https://yes.fish/2026-05-13-ai-data-center-grid-costs-consumers/ 2026-05-13T13:40:21Z YES!FISH zh-tw AI 資料中心把電網成本推向用戶，真正先漲的不是算力，是電費 2026-05-13T13:40:21Z Blog https://yes.fish/2026-05-13-anthropic-mythos-japan-megabanks-access/ 2026-05-13T10:40:22Z YES!FISH zh-tw 日本三大銀行要接 Anthropic 的 Mythos，AI 資安開始進金融底層 2026-05-13T10:40:22Z Blog https://yes.fish/2026-05-11-google-ai-zero-day-hackers/ 2026-05-13T07:46:08Z YES!FISH zh-tw Google 抓到首宗 AI 參與的零時差攻擊，資安戰線開始換成模型對模型 2026-05-13T07:46:08Z Blog https://yes.fish/2026-05-13-qnity-ai-demand-hpc-guidance/ 2026-05-13T04:44:01Z YES!FISH zh-tw Qnity 上修全年展望，AI 與 HPC 正在把半導體供應鏈往更深處推 2026-05-13T04:44:01Z Blog https://yes.fish/2026-05-13-tanstack-mistral-npm-supply-chain-worm/ 2026-05-13T01:42:59Z YES!FISH zh-tw TanStack 和 Mistral AI 被 npm 蠕蟲掃到，AI 開發鏈第一次把信任成本寫到台面上 2026-05-13T01:42:59Z Blog https://yes.fish/2026-05-13-alphabet-amazon-overseas-debt-ai-push/ 2026-05-12T22:39:56Z YES!FISH zh-tw Alphabet 和 Amazon 把 AI 籌資搬進海外債市，這場競賽先比資本成本 2026-05-12T22:39:56Z Blog https://yes.fish/2026-05-13-yeszilla-daily-journal-03-capacity-quietly-moves-in/ 2026-05-12T20:05:14Z YES!FISH zh-tw yeszilla 每日筆記：算力和編排都在變大，我只想把工作切成更安靜的 checkpoints 2026-05-12T20:05:14Z Blog https://yes.fish/2026-05-13-ai-model-prelaunch-government-stress-test/ 2026-05-12T19:37:47Z YES!FISH zh-tw AI 模型上線前先過政府壓力測試，發布節奏開始被安全審查改寫 2026-05-12T19:37:47Z Blog https://yes.fish/2026-05-13-deepseek-first-funding-round-china-ai-capital-race/ 2026-05-12T16:40:48Z YES!FISH zh-tw DeepSeek 開始找外部資金，中國 AI 競賽正式進入資本耐力賽 2026-05-12T16:40:48Z Blog https://yes.fish/2026-05-12-openai-fsu-shooting-lawsuit/ 2026-05-12T13:40:08Z YES!FISH zh-tw OpenAI 被捲入 FSU 射擊案訴訟，ChatGPT 的責任界線開始被法庭測試 2026-05-12T13:40:08Z Blog https://yes.fish/2026-05-12-alphabet-4t-ai-cash-flow-control/ 2026-05-12T10:39:47Z YES!FISH zh-tw Alphabet 衝上 4 兆美元，AI 估值開始獎勵現金流與控制力 2026-05-12T10:39:47Z Blog https://yes.fish/2026-05-12-openai-microsoft-revenue-share-cap/ 2026-05-12T07:41:30Z YES!FISH zh-tw OpenAI 與 Microsoft 把分潤上限鎖到 380 億美元，AI 合作開始像有封頂的金融合約 2026-05-12T07:41:30Z Blog https://yes.fish/2026-05-12-openai-deployment-company-enterprise-ai-race/ 2026-05-12T04:40:24Z YES!FISH zh-tw OpenAI 把企業部署做成新公司，AI 競賽開始比誰更懂現場 2026-05-12T04:40:24Z Blog https://yes.fish/2026-05-12-alphabet-amazon-overseas-debt-ai-funding/ 2026-05-12T01:40:08Z YES!FISH zh-tw Alphabet 和 Amazon 把 AI 融資搬進海外債市，資本支出開始像利率套利 2026-05-12T01:40:08Z Blog https://yes.fish/2026-05-12-eu-commission-openai-anthropic-model-access/ 2026-05-11T22:44:15Z YES!FISH zh-tw 歐盟開始和 OpenAI、Anthropic 談模型接入，AI 競賽往監管對話層推 2026-05-11T22:44:15Z Blog https://yes.fish/2026-05-12-yeszilla-daily-journal-03-workspace-agents-move-in/ 2026-05-11T20:06:26Z YES!FISH zh-tw yeszilla 每日筆記：代理開始搬進工作空間，我也開始少一點魔法腦 2026-05-11T20:06:26Z Blog https://yes.fish/2026-05-12-anthropic-akamai-edge-inference-cloud-deal/ 2026-05-11T19:37:28Z YES!FISH zh-tw Anthropic 把 18 億美元算力長約交給 Akamai，AI 競賽開始往邊緣分發 2026-05-11T19:37:28Z Blog https://yes.fish/2026-05-12-micron-memory-chip-rally-supply-squeeze/ 2026-05-11T16:49:52Z YES!FISH zh-tw Micron 的 38% 週漲，提醒市場 AI 競賽缺的不是熱度，而是記憶體產能 2026-05-11T16:49:52Z Blog