{"id":598398,"date":"2025-10-16T11:45:50","date_gmt":"2025-10-16T18:45:50","guid":{"rendered":"https:\/\/nai500.com\/?p=598398"},"modified":"2025-10-16T11:45:50","modified_gmt":"2025-10-16T18:45:50","slug":"pltr-snow-ai","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/10\/pltr-snow-ai\/","title":{"rendered":"PLTR-SNOW AI \u5408\u4f5c\uff1a\u8c01\u62e5\u6709\u4f01\u4e1a\u6570\u636e\u6808\uff1f"},"content":{"rendered":"

Palantir Technologies \u548c Snowflake \u8868\u793a\u4ed6\u4eec\u5c06\u643a\u624b\u52a0\u901f\u4f01\u4e1a\u6784\u5efa\u548c\u90e8\u7f72 AI \u7684\u901f\u5ea6\uff0c\u6b64\u4e3e\u5728\u6570\u636e\u5c42\u4e4b\u4e89\u4e2d\u6380\u8d77\u6ce2\u6f9c\uff0c\u6295\u8d44\u8005\u91cd\u65b0\u8bc4\u4f30\u6574\u4e2a\u6808\u4e2d\u7684\u8d62\u5bb6\u3002Snowflake \u80a1\u4ef7\u5728\u76d8\u521d\u4ea4\u6613\u4e2d\u8dc3\u5347\u81f3\u5173\u952e\u6280\u672f\u4f4d\u9644\u8fd1\u540e\u56de\u5410\u90e8\u5206\u6da8\u5e45\uff0c\u800c Palantir \u5219\u5c0f\u5e45\u4e0a\u626c\uff0c\u63a5\u8fd1\u4e00\u4e2a\u5907\u53d7\u5173\u6ce8\u7684\u4e70\u70b9\u3002\u4e24\u5bb6\u516c\u53f8\u79f0\u8be5\u5408\u4f5c\u5c06\u4f7f\u5ba2\u6237\u201c\u66f4\u5feb\u5730\u6784\u5efa\u66f4\u9ad8\u6548\u4e14\u53ef\u4fe1\u7684\u6570\u636e\u7ba1\u9053\u3001\u66f4\u5feb\u7684\u6570\u636e\u5206\u6790\u548c AI \u5e94\u7528\u201d\uff0c\u5e76\u70b9\u540d\u7535\u529b\u7ba1\u7406\u96c6\u56e2 Eaton \u4e3a\u9996\u6279\u8054\u5408\u7528\u6237\u3002<\/p>\n

\u5408\u4f5c\u5b9e\u9645\u5185\u5bb9<\/h3>\n

\u5356\u70b9\u5f88\u76f4\u63a5\uff1a\u5c06 Palantir \u7684\u5e94\u7528\u5c42\u548c\u7f16\u6392\u5de5\u5177\u4e0e Snowflake \u7684\u4e91\u539f\u751f\u6570\u636e\u4ed3\u5e93\u7ed3\u5408\uff0c\u4f7f\u5ba2\u6237\u80fd\u591f\u66f4\u5feb\u5730\u4ece\u6570\u636e\u51c6\u5907\u8fc7\u6e21\u5230 AI \u63a8\u7406\uff0c\u5e76\u5177\u5907\u4f01\u4e1a\u7ea7\u6cbb\u7406\u3002\u5b9e\u8df5\u4e2d\uff0c\u8fd9\u770b\u8d77\u6765\u50cf\u662f Palantir \u7684 AIP \u7f6e\u4e8e Snowflake \u7684 Data Cloud \u4e4b\u4e0a\uff0c\u8bbf\u95ee\u5728 Snowflake \u4e2d\u53d7\u5230\u6cbb\u7406\u7684\u6e05\u6d01\u6570\u636e\u96c6\uff0c\u5e76\u5728\u4e0d\u8de8\u5e73\u53f0\u642c\u8fd0\u6570\u636e\u7684\u60c5\u51b5\u4e0b\u5c06\u8c03\u7528\u8def\u7531\u5230\u6a21\u578b\u548c\u8ba1\u7b97\u8d44\u6e90\u3002\u5bf9 CIO \u6765\u8bf4\uff0c\u5438\u5f15\u529b\u5728\u4e8e\u4e00\u4e2a\u9884\u96c6\u6210\u7684\u751f\u4ea7\u8def\u5f84\uff0c\u7f1d\u9699\u66f4\u5c11\u3001\u81ea\u5b9a\u4e49\u7c98\u5408\u4ee3\u7801\u66f4\u5c11\uff0c\u5e76\u4e3a\u5ba1\u8ba1\u548c\u5b89\u5168\u56e2\u961f\u63d0\u4f9b\u66f4\u6e05\u6670\u7684\u8840\u7f18\u5173\u7cfb\u3002\u5982\u679c\u53ef\u884c\uff0c\u8be5\u96c6\u6210\u5c06\u7f29\u77ed\u4f9b\u5e94\u94fe\u9884\u6d4b\u3001\u7d22\u8d54\u5206\u6d41\u3001\u6b3a\u8bc8\u68c0\u6d4b\u548c\u534f\u540c\u52a9\u624b\u7b49\u7528\u4f8b\u7684\u90e8\u7f72\u5468\u671f\u2014\u2014\u8fd9\u4e9b\u9886\u57df\u9ad8\u7ba1\u6709 AI \u4efb\u52a1\uff0c\u4f46\u5bf9\u591a\u5b63\u5ea6\u7684\u6784\u5efa\u671b\u800c\u5374\u6b65\u3002<\/p>\n

Databricks \u6210\u4e3a\u9776\u5fc3<\/h3>\n

Snowflake \u6700\u5927\u7684\u7ade\u4e89\u5bf9\u624b\u662f Databricks\uff0c\u800c Palantir \u5728\u4e94\u6708\u4efd\u5ba3\u5e03\u4e86\u4e0e\u8be5\u516c\u53f8\u7684\u53e6\u4e00\u9879\u5408\u4f5c\u3002Palantir \u6b63\u5728\u5b9a\u4f4d\u4e3a\u53cc\u65b9\u7684\u201c\u519b\u706b\u5546\u201d\uff0c\u4f46\u65b0\u8054\u76df\u4e3a Snowflake \u63d0\u4f9b\u4e86\u53d9\u4e8b\u4e0a\u7684\u53cd\u51fb\u5de5\u5177\uff0c\u6b63\u503c\u4f01\u4e1a\u5728\u201clakehouse\u201d\u4e0e\u201cdata cloud\u201d\u4e4b\u95f4\u4e89\u8bba\u4e4b\u9645\u3002\u5982\u679c Palantir \u7684\u5de5\u5177\u80fd\u62bd\u8c61\u5316\u4e24\u8005\u4e4b\u95f4\u7684\u5dee\u5f02\uff0c\u5ba2\u6237\u5c31\u4f1a\u83b7\u5f97\u8bae\u4ef7\u80fd\u529b\uff0c\u80dc\u51fa\u8005\u5c06\u662f\u80fd\u5728\u89c4\u6a21\u4e0a\u63d0\u4f9b\u66f4\u4f4e\u5ef6\u8fdf\u3001\u66f4\u4e25\u683c\u6cbb\u7406\u548c\u66f4\u597d\u6210\u672c\u63a7\u5236\u7684\u5e73\u53f0\u3002\u8fd9\u5bf9 Databricks \u6765\u8bf4\u662f\u98ce\u9669\u2014\u2014\u5982\u679c Palantir-Snowflake \u7684\u914d\u5bf9\u5728\u5b9e\u9645\u4e2d\u66f4\u987a\u7545\uff1b\u5bf9 Snowflake \u6765\u8bf4\u4ea6\u6709\u98ce\u9669\u2014\u2014\u5982\u679c\u5ba2\u6237\u5c06 Palantir \u89c6\u4e3a\u4e00\u79cd\u4e2d\u7acb\u8986\u76d6\u5c42\uff0c\u4ece\u800c\u964d\u4f4e\u5207\u6362\u6210\u672c\u3002\u65e0\u8bba\u5982\u4f55\uff0c\u7ade\u4e89\u8282\u594f\u521a\u521a\u52a0\u5feb\uff1a\u4e24\u4e2a\u6570\u636e\u5e73\u53f0\u73b0\u5728\u90fd\u5fc5\u987b\u4e0e Palantir \u4e00\u8d77\u534f\u540c\u9500\u552e\uff0c\u5e76\u8bc1\u660e\u4ed6\u4eec\u80fd\u5c06\u8bd5\u70b9\u9879\u76ee\u8f6c\u5316\u4e3a\u6301\u4e45\u5de5\u4f5c\u8d1f\u8f7d\u3002<\/p>\n

\u8d85\u5927\u4e91\u548c\u82af\u7247\u5382\u5546\u4ecd\u5c06\u53d7\u76ca<\/h3>\n

\u8fd9\u4e5f\u662f\u4e91\u7aef\u7684\u6d88\u8d39\u6545\u4e8b\u3002Snowflake \u5728 AWS\u3001Azure \u548c Google Cloud \u4e0a\u8fd0\u884c\uff1bPalantir \u7684\u90e8\u7f72\u5e38\u5e38\u4f4d\u4e8e\u8fd9\u4e9b\u8d85\u5927\u4e91\u73af\u5883\u6216\u5b89\u5168\u7684\u653f\u5e9c\u4e91\u4e2d\u3002\u66f4\u591a\u7684 AI \u5e94\u7528\u610f\u5473\u7740\u66f4\u591a\u5b58\u50a8\u3001\u66f4\u591a\u67e5\u8be2\u548c\u66f4\u591a GPU \u65f6\u95f4\uff0c\u5373\u4fbf\u6a21\u578b\u672c\u8eab\u4e0d\u5728 Snowflake \u5185\u8fd0\u884c\u3002\u8fd9\u4f1a\u7275\u52a8 Nvidia \u7b49\u52a0\u901f\u5668\u4f9b\u5e94\u5546\uff0c\u540c\u65f6\u4e5f\u52a0\u5267\u4e86\u5173\u4e8e AI \u5355\u4f4d\u7ecf\u6d4e\u5b66\u7684\u8ba8\u8bba\u3002\u4f01\u4e1a\u6b63\u5728\u8ba4\u8bc6\u5230\uff0c\u968f\u7740\u5e94\u7528\u6295\u5165\u751f\u4ea7\uff0c\u63a8\u7406\u6210\u672c\u800c\u975e\u4ec5\u4ec5\u8bad\u7ec3\u6210\u672c\u5c06\u4e3b\u5bfc\u9884\u7b97\u3002\u5982\u679c Palantir \u548c Snowflake \u80fd\u81ea\u52a8\u5316\u6570\u636e\u51c6\u5907\u3001\u7b56\u7565\u6267\u884c\u548c\u6a21\u578b\u8def\u7531\uff0c\u5c31\u80fd\u5e2e\u52a9\u5ba2\u6237\u524a\u51cf\u6d6a\u8d39\u2014\u2014\u8fd9\u662f CFO \u5728\u4ece AI \u5b9e\u9a8c\u8f6c\u5411\u4e0e\u6536\u5165\u63d0\u5347\u6216\u6210\u672c\u8282\u7ea6\u6302\u94a9\u7684 KPI \u65f6\u4f1a\u4ed4\u7ec6\u5ba1\u89c6\u7684\u70b9\u3002<\/p>\n

\u76d8\u9762\u4e0e\u6280\u672f\u9762<\/h3>\n

\u5728\u516c\u544a\u53d1\u5e03\u65f6\uff0cPalantir \u5ef6\u957f\u4e86\u5176 2025 \u5e74\u8d70\u52bf\u5e76\u56de\u5347\u81f3\u6280\u672f\u5206\u6790\u5e08\u6307\u51fa\u7684 185.75 \u4e70\u70b9\u9644\u8fd1\uff0c\u800c Snowflake \u4e00\u5ea6\u91cd\u65b0\u593a\u56de 249.99 \u7684\u5e73\u5e95\u57fa\u51c6\u4e70\u5165\u4f4d\u968f\u540e\u56de\u843d\u3002\u6839\u636e IBD Stock Checkup\uff0cSnowflake \u7684\u7efc\u5408\u8bc4\u5206\u4e3a 97\uff0c\u79ef\u7d2f\/\u6d3e\u53d1\u8bc4\u7ea7\u4e3a B\uff0c\u663e\u793a\u51fa\u5efa\u8bbe\u6027\u7684\u673a\u6784\u5174\u8da3\u3002Palantir \u7684\u7efc\u5408\u8bc4\u5206\u4e3a 99\uff0c\u79ef\u7d2f\/\u6d3e\u53d1\u4e3a C+\uff0c\u53cd\u6620\u51fa\u4eca\u5e74\u91cd\u91cf\u7ea7\u7684\u4e0a\u6da8\u5438\u5f15\u4e86\u4e00\u4e9b\u8d44\u91d1\u8f6e\u52a8\u3002\u8be5\u5e03\u5c40\u4e4b\u6240\u4ee5\u91cd\u8981\uff0c\u662f\u56e0\u4e3a\u8fd9\u4e2a\u6545\u4e8b\u5b58\u5728\u4e8e\u53d9\u4e8b\u4e0e\u8d44\u91d1\u6d41\u7684\u91cd\u53e0\u533a\uff1aAI \u5e73\u53f0\u4ea4\u6613\u5438\u5f15\u5feb\u94b1\uff0c\u4f46\u8981\u7ef4\u6301\u7a81\u7834\u9700\u8981\u8bc1\u660e\u5408\u4f5c\u80fd\u5e26\u6765\u771f\u6b63\u65b0\u589e\u7684\u5de5\u4f5c\u8d1f\u8f7d\uff0c\u800c\u4e0d\u4ec5\u4ec5\u662f\u65b0\u95fb\u7a3f\u3002\u5173\u6ce8\u5728\u6709\u5177\u4f53\u5ba2\u6237\u62ab\u9732\u7684\u65e5\u5b50\u91cc\u6210\u4ea4\u91cf\u662f\u5426\u786e\u8ba4\u8fd9\u4e9b\u8d70\u52bf\u3002<\/p>\n

\u6267\u884c\u98ce\u9669\u662f\u60b2\u89c2\u60c5\u5f62<\/h3>\n

\u5373\u4fbf\u65b0\u95fb\u7a3f\u5199\u5f97\u8f7b\u677e\uff0c\u96c6\u6210\u4e5f\u5f88\u96be\u3002Palantir \u548c Snowflake \u90fd\u6d89\u53ca\u6cbb\u7406\u3001\u5b89\u5168\u548c\u7ba1\u9053\u7f16\u6392\uff1b\u529f\u80fd\u91cd\u53e0\u5982\u679c\u5bfc\u81f4\u9500\u552e\u56e2\u961f\u4f20\u9012\u6df7\u5408\u4fe1\u606f\uff0c\u53ef\u80fd\u4f1a\u51cf\u7f13\u73b0\u573a\u91c7\u7528\u3002\u6570\u636e\u672c\u5730\u5316\u89c4\u5219\u4f7f\u516c\u5171\u90e8\u95e8\u7528\u4f8b\u590d\u6742\u5316\u2014\u2014\u8fd9\u662f Palantir \u7684\u5f3a\u9879\u2014\u2014\u53ef\u80fd\u524a\u5f31\u201c\u5efa\u4e00\u6b21\u3001\u5230\u5904\u90e8\u7f72\u201d \u7684\u627f\u8bfa\u3002\u8fd8\u6709\u4eba\u7684\u56e0\u7d20\uff1a\u5ba2\u6237\u60f3\u8981\u7684\u662f\u53c2\u8003\u67b6\u6784\uff0c\u800c\u4e0d\u662f\u62ab\u7740\u54a8\u8be2\u5916\u8863\u7684\u5b9a\u5236\u5316\u670d\u52a1\u3002\u5982\u679c\u50cf Eaton \u8fd9\u6837\u7684\u65e9\u671f\u7528\u6237\u65e0\u6cd5\u5c55\u793a\u53ef\u91cf\u5316\u7684\u4ef7\u503c\u5b9e\u73b0\u901f\u5ea6\uff0c\u6545\u4e8b\u5c31\u4f1a\u505c\u6ede\u3002\u5c3d\u7ba1 Palantir \u7684\u653f\u5e9c\u4e1a\u52a1\u662f\u8d44\u4ea7\uff0c\u4f46\u5728\u6000\u7591\u8005\u773c\u4e2d\u4ecd\u662f\u96c6\u4e2d\u5316\u98ce\u9669\uff1b\u5728\u4e0d\u4f9d\u8d56\u6807\u6746\u5408\u540c\u7684\u60c5\u51b5\u4e0b\u6269\u5927\u5546\u4e1a ARR \u5bf9\u5176\u4f30\u503c\u500d\u6570\u81f3\u5173\u91cd\u8981\u3002\u5728 Snowflake \u65b9\u9762\uff0c\u4efb\u4f55\u6a21\u7cca\u4f7f\u7528\u53ef\u9884\u6d4b\u6027\u6216\u5728\u6ca1\u6709\u660e\u786e ROI \u7684\u60c5\u51b5\u4e0b\u6d88\u8017\u9884\u7b97\u7684\u60c5\u51b5\uff0c\u90fd\u53ef\u80fd\u91cd\u65b0\u6fc0\u8d77\u4eba\u4eec\u5bf9\u6d88\u8d39\u6ce2\u52a8\u6027\u7684\u65e7\u6709\u62c5\u5fe7\u3002<\/p>\n

\u6536\u5165\u8d4c\u6ce8\u4e0e\u4f30\u503c\u7d27\u5f20<\/h3>\n

\u5956\u91d1\u989d\u6709\u591a\u5927\uff1f\u90a3\u4e9b\u5728\u6cbb\u7406\u548c\u5b58\u50a8\u4e0a\u6807\u51c6\u5316\u91c7\u7528 Snowflake\uff0c\u540c\u65f6\u5728\u5e94\u7528\u652f\u67b6\u4e0a\u4f7f\u7528 Palantir \u7684 AIP \u7684\u8054\u5408\u5ba2\u6237\uff0c\u53ef\u80fd\u4f1a\u6269\u5927\u5bf9\u4e24\u5bb6\u5382\u5546\u7684\u652f\u51fa\u3002\u5bf9 Snowflake \u6765\u8bf4\uff0c\u673a\u4f1a\u5728\u4e8e\u4e0e AI \u52a9\u624b\u548c\u5b9e\u65f6\u5206\u6790\u76f8\u5173\u7684\u66f4\u9ad8\u4ef7\u503c\u5de5\u4f5c\u8d1f\u8f7d\uff0c\u8fd9\u4e9b\u5de5\u4f5c\u8d1f\u8f7d\u63d0\u5347\u8ba1\u7b97\u5f3a\u5ea6\u3002\u5bf9 Palantir \u6765\u8bf4\uff0c\u6760\u6746\u5728\u4e8e\u65b0\u7684\u5546\u4e1a\u5ba2\u6237\u3001\u7f29\u77ed\u7684\u9500\u552e\u5468\u671f\uff0c\u4ee5\u53ca\u5728\u5b9a\u5236\u5316\u653f\u5e9c\u9879\u76ee\u4e4b\u5916\u66f4\u5e7f\u6cdb\u7684\u5e2d\u4f4d\u6269\u5c55\u3002\u7136\u800c\uff0c\u5e02\u573a\u5df2\u5c06\u6fc0\u8fdb\u7684 AI \u91c7\u7528\u8def\u5f84\u8ba1\u5165\u4ef7\u683c\u3002Palantir \u4ee5\u7a33\u5b9a\u7684\u653f\u5e9c\u6536\u5165\u548c\u5feb\u901f\u589e\u957f\u7684\u5546\u4e1a\u7ba1\u9053\u4e3a\u57fa\u7840\u4ea4\u6613\u5728\u6ea2\u4ef7\u4e0a\uff1b\u5bf9\u6298\u73b0\u7387\u6216\u589e\u957f\u5047\u8bbe\u7684\u5fae\u5c0f\u8c03\u6574\u5c31\u4f1a\u5927\u5e45\u79fb\u52a8\u5176\u5408\u7406\u4ef7\u503c\u3002\u5f53\u5206\u6790\u5e08\u5bf9 Palantir \u65bd\u52a0\u7565\u9ad8\u4e8e\u5206\u6790\u578b\u540c\u884c\u7684\u8d44\u672c\u6210\u672c\u65f6\uff0c\u4f1a\u63d0\u51fa\u8fd9\u4e00\u70b9\u3002Snowflake \u7684\u500d\u6570\u5219\u5047\u8bbe\u6d88\u8d39\u5c06\u5e72\u51c0\u5229\u843d\u5730\u91cd\u65b0\u52a0\u901f\uff0c\u5e76\u4e14\u4f01\u4e1a AI \u5de5\u4f5c\u8d1f\u8f7d\u7a33\u6b65\u4e0a\u5347\uff1b\u5728\u4efb\u4e00\u5411\u91cf\u4e0a\u51fa\u73b0\u5931\u671b\uff0c\u90fd\u53ef\u80fd\u9650\u5236\u4e0a\u884c\u7a7a\u95f4\uff0c\u5373\u4fbf\u6709\u8000\u773c\u7684\u5408\u4f5c\u4f19\u4f34\u6545\u4e8b\u3002<\/p>\n

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