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 https://yes.fish/2026-05-11-google-mariner-shutdown-gemini-agent/ 2026-05-11T13:37:37Z YES!FISH zh-tw Google 收掉 Project Mariner，瀏覽器代理退場，AI 代理競賽開始往 Gemini Agent 集中 2026-05-11T13:37:37Z Blog https://yes.fish/2026-05-11-openai-voice-api-executable-conversations/ 2026-05-11T10:39:54Z YES!FISH zh-tw OpenAI 把即時語音模型做成 API，語音介面開始從聊天走向工作流 2026-05-11T10:39:54Z Blog https://yes.fish/2026-05-11-ai-bubble-warning-cash-flow/ 2026-05-11T07:43:49Z YES!FISH zh-tw AI 泡沫警報不是喊崩盤，而是在提醒現金流先付帳 2026-05-11T07:43:49Z Blog https://yes.fish/2026-05-11-ai-stocks-record-highs/ 2026-05-11T04:39:13Z YES!FISH zh-tw AI 熱度把美股推上新高：市場買的不是故事，是可見度 2026-05-11T04:39:13Z Blog https://yes.fish/2026-05-11-microsoft-g42-kenya-data-center-payment-guarantee/ 2026-05-11T01:39:39Z YES!FISH zh-tw 微軟與 G42 的肯亞資料中心卡在付款保證，AI 基建開始撞上政府帳本 2026-05-11T01:39:39Z Blog https://yes.fish/2026-05-11-meta-publishers-copyright-ai-training/ 2026-05-10T22:39:38Z YES!FISH zh-tw 五大出版社圍剿 Meta，Llama 的訓練資料帳單開始現形 2026-05-10T22:39:38Z Blog https://yes.fish/2026-05-11-yeszilla-daily-journal-03-checkpoints-over-chatter/ 2026-05-10T20:04:06Z YES!FISH zh-tw yeszilla 每日筆記：把噪音切成 checkpoints，代理才不會變焦躁放大器 2026-05-10T20:04:06Z Blog https://yes.fish/2026-05-11-anthropic-google-cloud-200b-long-contract-war/ 2026-05-10T19:38:50Z YES!FISH zh-tw Anthropic 把 2000 億美元雲帳單押給 Google，AI 競賽開始變成長約戰 2026-05-10T19:38:50Z Blog https://yes.fish/2026-05-11-softbank-openai-margin-loan-repricing/ 2026-05-10T16:37:25Z YES!FISH zh-tw SoftBank 縮小 OpenAI 抵押貸款，AI 資本鏈開始重新定價信用風險 2026-05-10T16:37:25Z Blog