{"id":561640,"date":"2024-12-29T19:33:03","date_gmt":"2024-12-30T03:33:03","guid":{"rendered":"https:\/\/nai500.com\/?p=561640"},"modified":"2024-12-29T19:33:03","modified_gmt":"2024-12-30T03:33:03","slug":"%e6%9b%b4%e5%a5%bd%e7%9a%84ai%e8%82%a1%e7%a5%a8%e9%80%89%e6%8b%a9%ef%bc%9a%e8%8b%b1%e4%bc%9f%e8%be%be%e8%bf%98%e6%98%afpalantir%ef%bc%9f","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2024\/12\/%e6%9b%b4%e5%a5%bd%e7%9a%84ai%e8%82%a1%e7%a5%a8%e9%80%89%e6%8b%a9%ef%bc%9a%e8%8b%b1%e4%bc%9f%e8%be%be%e8%bf%98%e6%98%afpalantir%ef%bc%9f\/","title":{"rendered":"\u66f4\u597d\u7684AI\u80a1\u7968\u9009\u62e9\uff1a\u82f1\u4f1f\u8fbe\u8fd8\u662fPalantir\uff1f"},"content":{"rendered":"<p>\u4eca\u5e74\u4ee5\u6765\uff0c<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=NVDA\">\u82f1\u4f1f\u8fbe\uff08Nvidia\uff0cNASDAQ: NVDA\uff09<\/a>\u548cPalantir\uff08NASDAQ: PLTR\uff09\u662f\u7f8e\u80a1\u4e24\u53ea\u9886\u6da8\u80a1\u7968\uff0c\u80a1\u4ef7\u6da8\u5e45\u5206\u522b\u9ad8\u8fbe183%\u548c377%\uff0c\u800c\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u662f\u5b83\u4eec\u817e\u98de\u7684\u4e3b\u8981\u539f\u56e0\u3002\u4e0d\u8fc7\uff0c2025\u5e74\u4e34\u8fd1\u4e4b\u9645\uff0c\u8fd9\u4e24\u53eaAI\u80a1\u7968\u5927\u6da8\u4e4b\u540e\u662f\u5426\u8fd8\u80fd\u5ef6\u7eed\u6700\u8fd1\u7684\u8d8b\u52bf\uff1f<\/p>\n<p>\u82f1\u4f1f\u8fbe\u65e0\u9700\u591a\u505a\u4ecb\u7ecd\u3002\u8fd9\u5bb6\u82af\u7247\u5de8\u5934\u51ed\u501f\u6570\u636e\u4e2d\u5fc3GPU\uff08\u56fe\u5f62\u5904\u7406\u5355\u5143\uff09\u5728AI\u9886\u57df\u62e5\u6709\u5f3a\u5927\u7684\u4e3b\u5bfc\u5730\u4f4d\uff0c\u80a1\u4ef7\u56e0\u6b64\u4e0a\u6da8\u4e86\u5927\u7ea610\u500d\u3002\u4e0e\u6b64\u540c\u65f6\uff0cPalantir\u5219\u6210\u4e3a\u4e86AI\u8f6f\u4ef6\u9886\u57df\u7684\u6700\u5927\u8d62\u5bb6\uff0c\u51ed\u501f\u5728\u6df1\u5ea6\u6570\u636e\u6316\u6398\uff08\u53c8\u79f0\u6570\u636e\u878d\u5408\uff09\u4e0a\u7684\u591a\u5e74\u7ecf\u9a8c\uff0c\u7279\u522b\u662f\u53bb\u5e74\u63a8\u51fa\u4eba\u5de5\u667a\u80fd\u5e73\u53f0\uff08AIP\uff09\u4ee5\u6765\uff0c\u516c\u53f8\u53d6\u5f97\u4e86\u98de\u901f\u7684\u53d1\u5c55\u3002<\/p>\n<p>\u4ee5\u4e0b\u6211\u4eec\u5c06\u6df1\u5165\u63a2\u8ba8\u8fd9\u4e24\u5bb6\u516c\u53f8\u7684\u4e1a\u52a1\u6a21\u5f0f\u3001\u8d22\u52a1\u8868\u73b0\u53ca\u4f30\u503c\u60c5\u51b5\u3002<\/p>\n<h2>\u4e1a\u52a1\u6a21\u5f0f\uff1a\u82f1\u4f1f\u8fbe vs Palantir<\/h2>\n<p>\u82f1\u4f1f\u8fbe\u7684\u9886\u5148\u4f18\u52bf<br \/>\n\u82f1\u4f1f\u8fbe\u5df2\u786e\u7acb\u5728AI\u82af\u7247\u9886\u57df\u9065\u9065\u9886\u5148\u7684\u5730\u4f4d\uff0c\u540c\u65f6\u516c\u53f8\u5728AI\u4ee5\u53caCUDA\u8f6f\u4ef6\u5e93\u7b49\u9886\u57df\u7684\u5927\u91cf\u6295\u8d44\u4e3a\u5176\u63d0\u4f9b\u4e86\u663e\u8457\u7684\u7ade\u4e89\u4f18\u52bf\uff0c\u6700\u65b0\u63a8\u51fa\u7684Blackwell\u5e73\u53f0\u66f4\u662f\u8fdb\u4e00\u6b65\u5de9\u56fa\u5b83\u7684\u5e02\u573a\u5730\u4f4d\u3002\u6b64\u5916\uff0c\u516c\u53f8\u8fd8\u5efa\u7acb\u4e86\u4ee5\u521b\u65b0\u4e3a\u6838\u5fc3\u7684\u4f01\u4e1a\u6587\u5316\u3002\u5f97\u76ca\u4e8e\u4e0a\u8ff0\u8fd9\u4e9b\u79ef\u6781\u56e0\u7d20\uff0c\u516c\u53f8\u7b2c\u4e09\u5b63\u5ea6\u7b26\u5408\u516c\u8ba4\u4f1a\u8ba1\u51c6\u5219\uff08GAAP\uff09\u7684\u8425\u4e1a\u5229\u6da6\u7387\u9ad8\u8fbe62%\u3002<\/p>\n<p>\u7136\u800c\uff0c\u82f1\u4f1f\u8fbe\u4ecd\u9762\u4e34\u98ce\u9669\uff0c\u6bd4\u5982\u5b83\u4f9d\u8d56\u53f0\u79ef\u7535\u7b49\u4ee3\u5de5\u5382\u8fdb\u884c\u5236\u9020\uff0c\u8fd9\u610f\u5473\u7740\u6574\u4e2a\u534a\u5bfc\u4f53\u5e02\u573a\u7684\u5468\u671f\u6027\u6ce2\u52a8\u53caAI\u884c\u4e1a\u53ef\u80fd\u5b58\u5728\u7684\u6ce1\u6cab\u5316\u98ce\u9669\u90fd\u6709\u53ef\u80fd\u6ce2\u53ca\u5b83\u7684\u4e1a\u52a1\u3002<\/p>\n<p>Palantir\u7684\u72ec\u7279\u5546\u4e1a\u6a21\u5f0f<br \/>\nPalantir\u7684\u8d77\u5bb6\u662f\u4e3a\u201c9\u00b711\u201d\u4e8b\u4ef6\u540e\u7684\u7f8e\u56fd\u60c5\u62a5\u673a\u6784\u670d\u52a1\uff0c\u5e2e\u52a9\u5b83\u4eec\u901a\u8fc7\u5173\u8054\u6570\u636e\u70b9\u53d1\u73b0\u6f5c\u5728\u5a01\u80c1\u3002\u5982\u4eca\uff0cPalantir\u5df2\u5c06\u4e1a\u52a1\u6269\u5c55\u81f3\u591a\u4e2a\u9886\u57df\uff0c\u5305\u62ec\u52a0\u5bc6\u8d27\u5e01\u3001\u6570\u636e\u4fdd\u62a4\u548c\u53cd\u6d17\u94b1\u7b49\u3002\u516c\u53f8\u76ee\u524d\u56db\u5927\u6838\u5fc3\u8f6f\u4ef6\u5e73\u53f0\u5305\u62ecGotham\u3001Foundry\u3001Apollo\u4ee5\u53ca\u5176\u4eba\u5de5\u667a\u80fd\u5e73\u53f0\uff08AIP\uff09\uff0c\u5176\u4e2d\uff1a<\/p>\n<ul>\n<li>Gotham\u00a0\u548c\u00a0Foundry\u00a0\u4e13\u6ce8\u4e8e\u5904\u7406\u6d77\u91cf\u4fe1\u606f\u5e76\u63d0\u70bc\u4e3a\u6709\u7528\u7684\u6570\u636e\u96c6\uff1b<\/li>\n<li>Apollo\u00a0\u63d0\u4f9b\u4e00\u79cd\u901a\u7528\u89e3\u51b3\u65b9\u6848\uff0c\u8ba9\u5546\u4e1a\u5ba2\u6237\u80fd\u5728\u5404\u79cd\u73af\u5883\u4e2d\u8fd0\u884c\u8f6f\u4ef6\uff1b<\/li>\n<li>AIP\u00a0\u4e0eGotham\u548cFoundry\u914d\u5408\uff0c\u901a\u8fc7\u673a\u5668\u5b66\u4e60\u52a0\u901f\u6570\u636e\u6d1e\u5bdf\u3002<\/li>\n<\/ul>\n<p>Palantir\u4e3b\u8981\u670d\u52a1\u5c11\u6570\u9ad8\u4ed8\u8d39\u5ba2\u6237\uff0c\u5408\u540c\u91d1\u989d\u5e9e\u5927\uff0c\u56e0\u6b64\u6765\u81ea\u5176\u4ed6\u8f6f\u4ef6\u516c\u53f8\u7684\u76f4\u63a5\u7ade\u4e89\u5f88\u5c11\uff0c\u53cd\u800c\u5ba2\u6237\u5185\u90e8\u7684\u8f6f\u4ef6\u5f00\u53d1\u5bf9\u5176\u6784\u6210\u66f4\u5927\u7684\u5a01\u80c1\u3002\u540c\u6837\uff0cPalantir\u4e5f\u9762\u4e34\u6574\u4e2aAI\u884c\u4e1a\u8c03\u6574\u7684\u5e02\u573a\u98ce\u9669\uff0c\u4f46\u72ec\u7279\u7684\u5546\u4e1a\u6a21\u5f0f\u548c\u5e02\u573a\u5730\u4f4d\u8d4b\u4e88\u4e86\u8fd9\u53ea\u80a1\u7968\u5f88\u5f3a\u7684\u97e7\u6027\u3002<\/p>\n<h2>\u8d22\u52a1\u8868\u73b0\u5bf9\u6bd4\uff1a\u82f1\u4f1f\u8fbe vs Palantir<\/h2>\n<p>\u4e24\u5bb6\u516c\u53f8\u90fd\u4ea4\u51fa\u4e86\u4e00\u4efd\u4eae\u773c\u7684\u8d22\u62a5\uff0c\u4f46\u589e\u957f\u901f\u5ea6\u6709\u6240\u4e0d\u540c\u3002<\/p>\n<ul>\n<li>\u82f1\u4f1f\u8fbe\uff1a\u00a0\u7b2c\u4e09\u5b63\u5ea6\u7684\u6536\u5165\u540c\u6bd4\u589e\u957f\u4e8694%\uff0c\u8fbe\u5230351\u4ebf\u7f8e\u5143\uff1b\u51c0\u5229\u6da6\u540c\u6bd4\u5927\u589e109%\uff0c\u8fbe\u5230193\u4ebf\u7f8e\u5143\u3002<\/li>\n<li>Palantir\uff1a\u00a0\u867d\u7136\u8425\u6536\u589e\u5e45\u4e0d\u53ca\u82f1\u4f1f\u8fbe\uff0c\u4f46\u4e5f\u589e\u957f30%\u81f37.26\u4ebf\u7f8e\u5143\uff0c\u5c24\u5176\u662f\u7f8e\u56fd\u53ca\u5176\u5546\u4e1a\u5ba2\u6237\u7684\u4e1a\u7ee9\u5341\u5206\u5f3a\u52b2\u3002\u540c\u65f6\uff0c\u968f\u7740\u5229\u6da6\u7387\u7684\u5feb\u901f\u63d0\u5347\uff0c\u516c\u53f8\u51c0\u5229\u6da6\u589e\u957f103%\u81f31.493\u4ebf\u7f8e\u5143\u3002<\/li>\n<\/ul>\n<h2>\u4f30\u503c\u5206\u6790\uff1a\u82f1\u4f1f\u8fbe vs Palantir<\/h2>\n<p>Palantir\u80a1\u4ef7\u7684\u5927\u5e45\u4e0a\u6da8\u4e3b\u8981\u6765\u81ea\u4e8e\u4f30\u503c\u6269\u5f20\uff0c\u8be5\u80a1\u76ee\u524d\u57fa\u4e8eGAAP\u7684\u5e02\u9500\u7387\uff08P\/S\uff09\u9ad8\u8fbe75\u500d\uff0c\u5e02\u76c8\u7387\uff08P\/E\uff09\u66f4\u662f\u8fbe\u5230\u4e86\u60ca\u4eba\u7684411\u500d\u3002<\/p>\n<p>\u76f8\u6bd4\u4e4b\u4e0b\uff0c\u82f1\u4f1f\u8fbe\u7684\u4f30\u503c\u5219\u663e\u5f97\u66f4\u52a0\u5408\u7406\u3002\u5e02\u9500\u7387\u4e3a31\u500d\uff0c\u5e02\u76c8\u738755\u500d\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u4eca\u5e74\u4ee5\u6765\uff0c\u82f1\u4f1f\u8fbe\uff08Nvidia\uff0cNASDAQ: NVDA\uff09\u548cPalantir\uff08NASDAQ: PLTR\uff09\u662f\u7f8e\u80a1 [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":546075,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521,430],"tags":[2173,2155,2137],"class_list":["post-561640","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","tag-2173","tag-2155","tag-2137","sectors-technology-zh-hans","locations-us-zh-hans","exchange-nasdaq-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/561640","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=561640"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/561640\/revisions"}],"predecessor-version":[{"id":561645,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/561640\/revisions\/561645"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/546075"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=561640"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=561640"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=561640"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}