Wing's Market Lens🎧 AI 融資裂痕:Firmus IPO 告吹51×0:00Current time: 0:00 / Total time: -5:01-5:01Audio playback is not supported on your browser. Please upgrade.🎧 AI 融資裂痕:Firmus IPO 告吹Wing's Investment WorldOct 15, 20265ShareTranscript黃仁勳女婿、17 萬顆 GPU 與失敗的 Firmus IPOWing's Investment World·Oct 1510 月 9 日,獲輝達(NVIDIA,NVDA)及黑石集團(Blackstone,BX)支持的澳洲 AI 基建公司 Firmus,突然撤回原定集資近 50 億美元的 IPO。根據上市前披露的股權資料,NVIDIA 持有 7.2% 股份、Blackstone 持有 6.7%,另一家重要投資機構 Coatue Management 則持有 8.4%。Read full storyDiscussion about this episodeCommentsRestacksWing's Market Lens把最重要的邏輯、數字和投資觀察濃縮成約 5 分鐘,適合週末早上喝咖啡、開車或散步時隨手收聽把最重要的邏輯、數字和投資觀察濃縮成約 5 分鐘,適合週末早上喝咖啡、開車或散步時隨手收聽SubscribeListen onSubstack AppApple PodcastsSpotifyRSS FeedAppears in episodeWing's Investment WorldRecent Episodes🎧 川普選前最後兩週,還有多少張牌?8 hrs ago • Wing's Investment World🎧 台積電的談判桌:馬斯克、Intel 與 GFSOct 18 • Wing's Investment World🎧 博通 CEO 陳福陽:AI 賭場背後的資本Oct 13 • Wing's Investment World🎧 Vicor 專利戰:台達電如何反擊?Oct 11🎧 大立光 CPO:FAU 整合權之爭Oct 10 • Wing's Investment World🎧 AI 營收爆料,誰在背後下棋?Oct 10 • Wing's Investment World🎧 川普為甚麼一定要把 AI 叫成 SI?Oct 7 • Wing's Investment World