AI狂潮後的算力極限？COMPUTEX沒說的耗能危機！輝達早已佈局「量子電腦」台廠五哥彎道超車 ft.鴻海董事暨中原大學教授 張慶瑞【#財經相對論 EP97上集】CC字幕 @cteevideo

NVIDIA CEO Jensen Huang, who recently sparked a frenzy for AI infrastructure at COMPUTEX, has actually been secretly laying the groundwork for next-generation supercomputing! Google's CEO once asserted, "Today's quantum computers are like AI five years ago." Why has quantum technology, once considered unattainable, recently become a battleground for tech giants? Even Huang, who initially believed quantum computers were still 30 years away, has drastically changed his stance within a year, launching the open-source quantum AI models Ising and NVQLink! This episode of "Financial Relativity" features a special guest, Chang Ching-jui, a leading figure in Taiwan's quantum technology development—a director at Foxconn and professor at Chung Yuan Christian University—who will provide a comprehensive analysis of the industrialization process of quantum computers and Taiwan's strategic opportunities. ❓ Why did Jensen Huang drastically change his stance and heavily invest in the quantum computer race? ◎ Hardware and Software Ecosystem Integration: NVIDIA launched open-source models and CUDA-Q to provide a complete total solution, thereby deeply integrating its GPUs and related hardware products into the future quantum ecosystem. ◎ AI-Assisted Error Correction Technology: Traditional physical qubits have high error rates. NVIDIA utilizes the Ising model and AI big data analysis to assist in adjusting the error rate, accelerating the application and development of quantum computers. ❓ Quantum Computers vs. AI: The Ultimate Solution for Computing Power and Energy? ◎ Breaking the Energy Bottleneck of AI Computing Power: AI relies on digital computing and brute-force calculations, which are extremely energy-intensive and may face energy shortages. Quantum computers can solve problems that digital computing cannot handle and significantly reduce the energy consumption of data centers. ◎ Quantum-Centric Supercomputing Trend: Future data centers will move towards "quantum-centric supercomputing," with CPUs, GPUs, NPUs, and QPUs each performing their respective functions to create high-performance hybrid computing centers. 💡 Three Revolutionary Quantum Business Opportunities: ◎ New Drug Development and Materials Science: Professor Zhang's team collaborated with Formosa Plastics for four years, using quantum algorithms to solve complex chemical bond combination problems, significantly reducing the time required for traditional calculations (which would take seven to eight years). ◎Financial Optimization: Facing 1900 stocks in the Taiwan stock market, quantum algorithms can rapidly calculate the optimal investment portfolio direction from big data, much like "drawing lots." ◎The Rise of Natural Atom Technology: Compared to IBM's artificial atoms (superconductivity), "natural atoms," utilizing neutral atoms and ion trap technology, are rapidly rising due to their low error rate. This is a technology route favored by companies like Foxconn and IonQ. 🚀 Taiwan's Challenges and Opportunities: Can the Semiconductor Advantage Be Replicated? ◎Professor Chang bluntly stated that semiconductors and quantum computers are like "cars and airplanes"—the advantages of semiconductors cannot be directly replaced or applied to quantum technology. ◎Although specifications and quality requirements differ, Taiwan's hardware supply chain and the "Big Five" electronics companies (actively investing due to AI profits) still have the opportunity to seize business opportunities in the quantum supply chain through specification conversion. Faced with South Korea's $2.35 billion investment in startup cultivation and Singaporean companies' successful US listings, Taiwan's industry, government, and academia must accelerate the integration of cross-disciplinary platforms! Facing the next technological singularity that will change the world, how can Taiwan maintain its competitiveness as a technology island? Click the video now to hear Professor Chang Ching-jui's in-depth analysis of the quantum revolution! 🎙️ Host: #ChuChuWen 🎙️ Guest: Foxconn Director and Chung Yuan Christian University Professor #ChangChing-jui ⚡️Highlights of this episode: 00:00 Program begins: Quantum computers are moving from academia to industrialization, two key signs 01:38 Why did Jensen Huang make such a dramatic shift? From "30 more years" to a full-fledged bet: NVQLink, Ising model, CUDA-Q 02:31 Quantum stocks plummeted 45% on the day of his CES speech; Bill Gates retorted: "It'll be here in three to five years." 04:56 The fear behind Google CEO's statement: Having missed AI, can we not miss quantum? The Anxiety of Forced Investment in Venture Capital 06:43 The Core Challenge of Quantum Computers: Error Correction Rate - Analysis of the Differences Between Physical Qubits and Logical Qubits 08:08 How Does NVIDIA's Ising Model Use AI to Accelerate Error Correction? Two Technical Routes Advancing Simultaneously 08:39 Classification of Quantum Bit Technology...