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\u968f\u77402025\u5e74\u4e2a\u4eba\u7535\u8111\uff08PC\uff09\u66f4\u65b0\u5468\u671f\u7684\u5230\u6765\uff0c\u90e8\u5206\u79d1\u6280\u80a1\u6709\u671b\u8fce\u6765\u5f3a\u52b2\u589e\u957f\uff0c\u800c\u53e6\u4e00\u4e9b\u5219\u56e0\u4e3a\u7ed3\u6784\u6027\u95ee\u9898\u6295\u8d44\u8005\u5e94\u5f53\u4e88\u4ee5\u56de\u907f\u3002\u4e0b\u534a\u5e74\u901a\u5e38\u662f\u65b0\u4ea7\u54c1\u53d1\u5e03\u548c\u5b63\u8282\u6027\u4e0a\u6da8\u65f6\u671f\uff0c\u4eca\u5e74\u5c24\u4e3a\u5982\u6b64\uff0c\u8bbe\u5907\u5236\u9020\u5546\uff08OEM\uff09\u9884\u6d4b\u8fd9\u4e0d\u4ec5\u4ec5\u662f\u4e00\u6b21\u666e\u901a\u7684PC\u66f4\u65b0\uff0c\u800c\u662f\u4e00\u6b21\u201c\u4eba\u5de5\u667a\u80fd\uff08AI\uff09PC\u201d\u5468\u671f\u3002<\/p>\n

\u8fd9\u4e3b\u8981\u53d7\u5230\u4e09\u91cd\u56e0\u7d20\u9a71\u52a8\uff1a\u5fae\u8f6fWindows 10\u5373\u5c06\u7ec8\u6b62\u652f\u6301\uff1b2020\u5e74\u75ab\u60c5\u671f\u95f4\u7684\u5927\u89c4\u6a21\u91c7\u8d2d\u5c06\u901a\u5e38\u4e94\u5e74\u7684PC\u66f4\u65b0\u5468\u671f\u63a8\u8fdf\u5230\u4e862025\u5e74\uff1bPC\u4e0a\u65e5\u76ca\u589e\u957f\u7684AI\u5de5\u4f5c\u8d1f\u8f7d\u9700\u8981\u914d\u5907\u66f4\u9ad8\u5185\u5b58\u7684\u5347\u7ea7\u786c\u4ef6\u3002<\/p>\n

\u503c\u5f97\u575a\u5b9a\u4e70\u5165\u7684\u79d1\u6280\u80a1<\/h2>\n

\u8d85\u5a01\u534a\u5bfc\u4f53\uff08AMD\uff09<\/h3>\n

\u4e0a\u8ff0\u8d8b\u52bf\u4e0b\uff0c\u8d85\u5a01\u534a\u5bfc\u4f53\uff08NASDAQ:AMD\uff09<\/a>\u503c\u5f97\u575a\u5b9a\u4e70\u5165\u3002\u51ed\u501fRyzen\u4e2d\u592e\u5904\u7406\u5668\uff08CPU\uff09\uff0c\u8be5\u516c\u53f8\u5728\u7b14\u8bb0\u672c\u548c\u53f0\u5f0f\u673aCPU\u5e02\u573a\u4e0a\u4ece\u82f1\u7279\u5c14\u624b\u4e2d\u593a\u53d6\u4e86\u4efd\u989d\u3002\u6839\u636eMercury Research\u7684\u6570\u636e\uff0c2025\u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0cAMD\u7684\u53f0\u5f0f\u673aCPU\u4efd\u989d\u540c\u6bd4\u589e\u957f4.1\u4e2a\u767e\u5206\u70b9\u81f328%\uff0c\u7b14\u8bb0\u672cCPU\u4efd\u989d\u589e\u957f3.2\u4e2a\u767e\u5206\u70b9\u81f322.5%\u3002<\/p>\n

\u5728\u6b64\u4e4b\u524d\uff0cAMD\u7684\u8ba1\u7b97\u4e0e\u56fe\u5f62\u90e8\u95e8\u4e00\u76f4\u662f\u8be5\u516c\u53f8\u6700\u5927\u7684\u4e1a\u52a1\u90e8\u95e8\uff0c\u968f\u540e\u6570\u636e\u4e2d\u5fc3\u90e8\u95e8\u5728\u6536\u5165\u4e0a\u8d85\u8d8a\u4e86\u5b83\u3002PC\u66f4\u65b0\u5468\u671f\u6709\u671b\u663e\u8457\u63d0\u632fAMD\u7684\u6536\u5165\u548c\u5229\u6da6\u3002\u66f4\u91cd\u8981\u7684\u662f\uff0c\u6700\u8fd1\u4e3a\u8d85\u5927\u89c4\u6a21\u8ba1\u7b97\u5ba2\u6237\u63a8\u51fa\u7684AMD Instinct MI350\u7cfb\u5217\u4ea7\u54c1\u53ef\u80fd\u63a8\u52a8\u6570\u636e\u4e2d\u5fc3\u6536\u5165\u589e\u957f\u3002\u5728\u4e09\u5927\u4e1a\u52a1\u90e8\u95e8\u4e2d\u6709\u4e24\u4e2a\u663e\u793a\u51fa\u5f3a\u52b2\u589e\u957f\u7684\u60c5\u51b5\u4e0b\uff0cAMD\u6b63\u5728\u4e3a\u4e00\u573a\u53ef\u80fd\u8ba9\u6295\u8d44\u8005\u8d44\u91d1\u7ffb\u500d\u7684\u5468\u671f\u6027\u4e0a\u6da8\u505a\u51c6\u5907\u3002<\/p>\n

Descartes Systems<\/h3>\n

\u53e6\u4e00\u53ea\u503c\u5f97\u4e70\u5165\u7684\u79d1\u6280\u80a1\u662fDescartes Systems\uff08TSX:DSG\uff09\u3002\u4eca\u5e746\u6708\uff0c\u8be5\u516c\u53f8\u80a1\u4ef7\u56e0\u6210\u672c\u524a\u51cf\u4e3e\u63aa\u800c\u4e0b\u8dcc\uff0c\u7136\u800c\u4e0b\u534a\u5e74\uff08\u5047\u65e5\u9500\u552e\u5b63\u4e4b\u524d\u76847\u6708\u81f310\u6708\uff09\u5e26\u6765\u4e86\u5b63\u8282\u6027\u589e\u957f\u673a\u4f1a\u3002\u5927\u591a\u6570\u7535\u5b50\u5546\u52a1\u516c\u53f8\u548c\u96f6\u552e\u5546\u4f1a\u66f4\u65b0\u5907\u8d27PC\u3002\u5173\u7a0e\u7684\u4e0d\u786e\u5b9a\u6027\u53ef\u80fd\u4f1a\u52a0\u5267\u901a\u80c0\u5e76\u6291\u5236\u8282\u5047\u671f\u671f\u95f4\u7684\u7535\u5b50\u5546\u52a1\u9500\u552e\u3002\u7136\u800c\uff0cDescartes\u7684\u7269\u6d41\u548c\u4f9b\u5e94\u94fe\u8f6f\u4ef6\u4e1a\u52a1\u53ef\u80fd\u4f1a\u5728\u5176\u4ed6\u9886\u57df\uff08\u5982\u5929\u7136\u6c14\u51fa\u53e3\u6216\u822a\u7a7a\u4e1a\uff09\u5b9e\u73b0\u589e\u957f\u3002<\/p>\n

6\u6708\u4efd\u80a1\u4ef7\u7684\u4e0b\u8dcc\u662f\u4e70\u5165\u8be5\u80a1\u7684\u7edd\u4f73\u673a\u4f1a\u3002\u5373\u4f7f\u51fa\u53e3\u8d38\u6613\u6d3b\u52a8\u653e\u7f13\uff0c\u56fd\u5185\u7269\u6d41\u4e5f\u53ef\u80fd\u63a8\u52a8Descartes\u7684\u6536\u5165\u3002\u6295\u8d44\u8005\u53ef\u4ee5\u671f\u5f85\u8be5\u80a1\u7684\u957f\u671f\u589e\u957f\u3002<\/p>\n

\u4e0a\u8ff0\u4e24\u53ea\u79d1\u6280\u80a1\u7968\u5747\u62e5\u6709\u51c0\u73b0\u91d1\uff0c\u5f3a\u5927\u7684\u7ba1\u7406\u5c42\uff0c\u9ad8\u5229\u6da6\u7387\u4ee5\u53ca\u5f3a\u52b2\u7684\u589e\u957f\u524d\u666f\u3002\u6240\u6709\u8fd9\u4e9b\u56e0\u7d20\u652f\u6491\u4e86\u9ad8\u4f30\u503c\u7684\u5408\u7406\u6027\uff0c\u540c\u65f6\u4e5f\u4e3a\u672a\u6765\u7684\u589e\u957f\u63d0\u4f9b\u4e86\u52a8\u529b\u3002<\/p>\n

\u5e94\u56de\u907f\u7684\u79d1\u6280\u80a1<\/h2>\n

2024\u5e7412\u6708\u4ee5\u6765\uff0cDye & Durham\uff08TSX:DND\uff09\u7684\u80a1\u4ef7\u5df2\u4e0b\u8dcc56%\uff0cLightspeed Commerce\uff08TSX:LSPD\uff09\u7684\u80a1\u4ef7\u4e0b\u8dcc\u4e8639%\u3002\u8fd9\u4e9b\u80a1\u7968\u57282021\u5e74\u79d1\u6280\u6ce1\u6cab\u671f\u95f4\u89e6\u9876\uff0c\u6b64\u540e\u5927\u5e45\u8d2c\u503c\uff0c\u76ee\u524d\u80a1\u4ef7\u5df2\u7ecf\u4f4e\u4e8e\u9996\u6b21\u516c\u5f00\u52df\u80a1\uff08IPO\uff09\u4ef7\u683c\uff0c\u53cd\u6620\u51fa\u8fd9\u4e24\u5bb6\u516c\u53f8\u5728\u75ab\u60c5\u671f\u95f4\u75af\u72c2\u6536\u8d2d\u540e\u9762\u4e34\u6df1\u5c42\u6b21\u7684\u7ed3\u6784\u6027\u95ee\u9898\u3002<\/p>\n

Dye & Durham\u8fdb\u884c\u4e86\u591a\u6b21\u73b0\u91d1\u6536\u8d2d\u5e76\u4e3e\u503a\uff0c\u589e\u52a0\u4e86\u516c\u53f8\u7684\u5229\u606f\u652f\u51fa\u5e76\u5bfc\u81f4\u4e8f\u635f\u3002\u6fc0\u8fdb\u80a1\u4e1c\u8981\u6c42\u5728\u8fd9\u5bb6\u6cd5\u52a1\u79d1\u6280\u8f6f\u4ef6\u516c\u53f8\u7684\u8463\u4e8b\u4f1a\u4e2d\u83b7\u5f97\u5e2d\u4f4d\uff0c\u800c\u6240\u6709\u8005\u548c\u539f\u6765\u7684\u7ba1\u7406\u5c42\u4ee5\u96c6\u4f53\u51fa\u8d70\u65b9\u5f0f\u8fdb\u884c\u4e86\u56de\u5e94\u3002\u8fd9\u573a\u8463\u4e8b\u4f1a\u98ce\u6ce2\u5bfc\u81f4\u516c\u53f8\u9996\u5e2d\u6267\u884c\u5b98\u53d8\u66f4\uff0c\u4e1a\u52a1\u6218\u7565\u6539\u53d8\uff0c\u6536\u5165\u4e0b\u6ed1\u3002\u65b0\u7ba1\u7406\u5c42\u5fc5\u987b\u91cd\u65b0\u8d62\u5f97\u6295\u8d44\u8005\u4fe1\u4efb\uff0c\u6e05\u7406\u8d44\u4ea7\u8d1f\u503a\u8868\u5e76\u5b9e\u73b0\u6536\u5165\u589e\u957f\u3002\u5982\u679c\u4e8b\u6001\u53d1\u5c55\u4e0d\u5982\u9884\u671f\uff0c\u7ba1\u7406\u5c42\u53ef\u80fd\u4f1a\u8003\u8651\u5728\u91cd\u7ec4\u540e\u5c06\u516c\u53f8\u51fa\u552e\u3002<\/p>\n

Lightspeed Commerce\u5728\u75ab\u60c5\u671f\u95f4\u4ee5\u6781\u9ad8\u7684\u4f30\u503c\u8fdb\u884c\u4e86\u8fc7\u591a\u7684\u5168\u80a1\u7968\u6536\u8d2d\u3002\u7136\u800c\uff0c2022\u5e74\u7535\u5b50\u5546\u52a1\u6ce1\u6cab\u7684\u7834\u706d\u540e\uff0c\u521b\u59cb\u4eba\u4e0d\u5f97\u4e0d\u57282024\u5e742\u6708\u56de\u5f52\u5e76\u62c5\u4efb\u4e34\u65f6\u9996\u5e2d\u6267\u884c\u5b98\uff0c\u76ee\u524d\u4e13\u6ce8\u4e8e\u5185\u751f\u589e\u957f\u3002\u5728\u91cd\u65b0\u5f00\u59cb\u4e4b\u524d\uff0cLightspeed\u5fc5\u987b\u6d88\u9664\u6536\u8d2d\u5e26\u6765\u7684\u865a\u9ad8\u4f30\u503c\u3002\u516c\u53f8\u5df2\u4e24\u6b21\u8ba1\u63d0\u5546\u8a89\u51cf\u503c\uff1a2023\u8d22\u5e74\u8ba1\u63d07.487\u4ebf\u7f8e\u5143\uff0c2025\u8d22\u5e74\u8ba1\u63d05.564\u4ebf\u7f8e\u5143\uff0c\u76ee\u524d\u516c\u53f8\u5e02\u503c21\u4ebf\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u4ecd\u5728\u4e8f\u635f\uff0c\u800c\u7ade\u4e89\u5bf9\u624bShopify\u5df2\u7ecf\u5b9e\u73b0\u76c8\u5229\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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