{"id":600512,"date":"2025-10-28T05:47:53","date_gmt":"2025-10-28T12:47:53","guid":{"rendered":"https:\/\/nai500.com\/blog\/2025\/10\/orcl-ai-nvda-amd-msft-t\/"},"modified":"2025-10-28T05:47:53","modified_gmt":"2025-10-28T12:47:53","slug":"orcl-ai-nvda-amd-msft-t","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/10\/orcl-ai-nvda-amd-msft-t\/","title":{"rendered":"ORCL \u5f15\u53d1 AI \u4e91\u4ea4\u6613\uff0cNVDA AMD MSFT T \u6210\u7126\u70b9"},"content":{"rendered":"

UBS \u5728\u91cd\u7533\u5bf9 Oracle \u7684\u4e70\u5165\u8bc4\u7ea7\u5e76\u7ed9\u51fa 380 \u7f8e\u5143\u76ee\u6807\u540e\uff0c\u91cd\u65b0\u70b9\u71c3\u4e86 AI \u4e91\u4ea4\u6613\uff0c\u7406\u7531\u662f\u6765\u81ea Oracle AI World \u4e8b\u4ef6\u7684\u771f\u5b9e\u5ba2\u6237\u610f\u5411\u548c\u5408\u4f5c\u4f19\u4f34\u52a8\u529b\u3002\u5c3d\u7ba1\u7279\u65af\u62c9\u5728\u8fc7\u53bb\u516b\u5c0f\u65f6\u5185\u62ff\u4e0b\u4e86\u5e02\u573a\u7684\u4ea4\u6613\u91cf\u6842\u51a0\uff0c\u4f46\u66f4\u806a\u660e\u7684\u8d44\u91d1\u6d41\u5411\u4e86\u8ba1\u7b97\u4e0e\u4e91\u590d\u6742\u4f53\u3002AI \u57fa\u7840\u8bbe\u65bd\u6210\u4e3a\u6d3b\u8dc3\u677f\u5757\uff0c\u9f99\u5934\u516c\u53f8\u5438\u5f15\u4e86\u671f\u6743\u4ea4\u6613\u53f0\u65e0\u6cd5\u5ffd\u89c6\u7684\u6ce8\u610f\u529b\u3002<\/p>\n

AI \u4e0e\u4e91\u57fa\u7840\u8bbe\u65bd\u5f15\u9886\u76d8\u9762<\/h3>\n

1. Oracle (ORCL) \u2014 UBS \u63a8\u52a8\u7684\u9700\u6c42\u6545\u4e8b\u4f34\u968f\u771f\u5b9e\u5ba2\u6237\u4fe1\u53f7<\/h3>\n

UBS \u4ece Oracle \u7684 AI World \u5e26\u56de\u6765\u7684\u4fe1\u606f\u6bd4\u4e00\u6b21\u4e3b\u65e8\u6f14\u793a\u66f4\u7a00\u7f3a\uff1a\u5ba2\u6237\u548c\u5408\u4f5c\u4f19\u4f34\u8868\u793a\u4ed6\u4eec\u8ba1\u5212\u589e\u52a0\u652f\u51fa\u3002\u6e05\u5355\u76f4\u767d\u660e\u4e86\u3002\u5927\u578b Oracle Cloud Infrastructure \u7528\u6237\u4ecd\u5728\u6269\u5bb9\u3002\u5408\u4f5c\u4f19\u4f34\u770b\u5230\u589e\u957f\u5728\u52a0\u901f\u3002\u4e00\u6b21\u9500\u552e\u91cd\u7ec4\u7ec8\u4e8e\u8ba9\u4f01\u4e1a\u91c7\u8d2d\u6d41\u7a0b\u4e0d\u518d\u50cf\u8ff7\u5bab\u3002\u5c3d\u7ba1\u6709\u5404\u79cd\u804a\u5929\uff0c\u6ca1\u6709\u51fa\u73b0\u4ece AWS\u3001Azure \u6216 Google Cloud \u5927\u89c4\u6a21\u8fc1\u79fb\u5230 Oracle \u7684\u60c5\u51b5\u3002\u628a Oracle \u6570\u636e\u5e93\u8fc1\u5165 Microsoft Azure \u7684\u5174\u8da3\u5f88\u9ad8\uff0c\u4f46\u65f6\u95f4\u8868\u540e\u79fb\uff1a\u5927\u591a\u6570\u5ba2\u6237\u73b0\u5728\u9884\u8ba1\u8fc1\u79fb\u5c06\u5728 2026 \u5e74\u4e0b\u534a\u5e74\u6216 2027 \u5e74\u8fdb\u884c\u3002\u4ea4\u6613\u7279\u5f81\uff1a\u5927\u578b\u8f6f\u4ef6\u4e0e\u4e91\u5e73\u53f0\uff0c\u6df1\u539a\u7684\u65e2\u6709\u5b89\u88c5\u57fa\u6570\uff0c\u7ecf\u5e38\u6027\u6536\u5165\u98de\u8f6e\uff0c\u65b0\u7684 AI \u50ac\u5316\u5242\uff0c\u4ee5\u53ca\u653e\u5927\u76d8\u4e2d\u6ce2\u52a8\u7684\u6d41\u52a8\u6027\u671f\u6743\u94fe\u3002\u7ed9\u6295\u8d44\u8005\u7684\u5173\u952e\u7ed3\u8bba\uff1a\u5e02\u573a\u60c5\u7eea\u521a\u4ece\u201c\u8bc1\u660e\u5b83\u201d\u8f6c\u4e3a\u201c\u8ba1\u5212\u5b83\u201d\u3002\u9700\u6c42\u7ba1\u9053\u770b\u8d77\u6765\u53ef\u4fe1\uff0c\u4f46\u6536\u5165\u8282\u594f\u5c06\u4e0d\u5e73\u6ed1\u3002\u5982\u679c\u4f60\u76f8\u4fe1 OCI \u5bb9\u91cf\u548c AI \u5de5\u4f5c\u8d1f\u8f7d\u7684\u8f6c\u5316\u901f\u5ea6\u5feb\u4e8e\u5916\u754c\u4fdd\u5b88\u7684\u8fc1\u79fb\u65f6\u95f4\u8868\uff0c\u5219\u5e94\u5c06\u56de\u8c03\u89c6\u4e3a\u4e70\u5165\u673a\u4f1a\u3002<\/p>\n

2. Nvidia (NVDA) \u2014 AI \u98ce\u5411\u6807\u968f\u4e91\u5bb9\u91cf\u9700\u6c42\u4e0a\u884c<\/h3>\n

AI \u57fa\u7840\u8bbe\u65bd\u652f\u51fa\u4ecd\u662f\u5e02\u573a\u7684\u5317\u6781\u661f\uff0c\u800c Nvidia \u4ecd\u7136\u662f\u57fa\u51c6\u6027\u4ea4\u6613\u3002Oracle \u7684\u6269\u5c55\u96c4\u5fc3\u610f\u5473\u7740\u66f4\u591a GPU \u673a\u67b6\u3001\u66f4\u591a\u7f51\u7edc\u8bbe\u5907\u548c\u66f4\u5f3a\u7684 CUDA \u7c98\u6027\uff0c\u5373\u4fbf\u8d85\u5927\u4e91\u63d0\u4f9b\u5546\u5728\u63a8\u52a8\u81ea\u5df1\u7684\u7845\u4ea7\u54c1\u3002\u4eca\u5929\u7684\u5173\u6ce8\u70b9\u96c6\u4e2d\u5728\u540c\u6837\u7684\u4e3b\u9898\uff1a\u5c40\u90e8\u4f9b\u7ed9\u4ecd\u7d27\u5f20\uff0c\u8ba2\u5355\u79ef\u538b\u7ef4\u6301\u4e86\u53ef\u89c1\u6027\uff0c\u6bcf\u4e00\u4e2a\u4e0a\u7ebf\u7684\u65b0\u589e AI \u5de5\u4f5c\u8d1f\u8f7d\u90fd\u4e3a\u6570\u636e\u4e2d\u5fc3\u519b\u5907\u7ade\u8d5b\u63d0\u4f9b\u8d44\u91d1\u3002\u4ea4\u6613\u7279\u5f81\uff1a\u8d85\u5927\u5e02\u503c\u3001\u9ad8\u8d1d\u5854\u3001\u6d41\u52a8\u6027\u5145\u6c9b\u7684\u52a8\u91cf\u80a1\uff0c\u505a\u5e02\u5546\u5728\u5173\u952e\u884c\u6743\u4ef7\u5468\u56f4\u79ef\u6781\u5bf9\u51b2\uff0c\u4f7f\u5176\u5728\u65b0\u95fb\u51b2\u51fb\u65f6\u5bb9\u6613\u51fa\u73b0\u5feb\u901f\u6ce2\u52a8\u3002\u7ed9\u6295\u8d44\u8005\u7684\u5173\u952e\u7ed3\u8bba\uff1a\u957f\u671f\u6545\u4e8b\u4ecd\u5728\uff0c\u4f46\u5982\u679c AI \u9879\u76ee\u65f6\u95f4\u8868\u5411\u53f3\u63a8\u79fb\uff0c\u4f30\u503c\u500d\u6570\u4ecd\u662f\u98ce\u9669\u3002\u5982\u679c\u4e91\u5408\u4f5c\u4f19\u4f34\u653e\u6162\u8fc1\u79fb\u6216\u5c06\u90e8\u7f72\u5ef6\u4f38\u81f3 2026\u20132027 \u5e74\uff0c\u6536\u5165\u786e\u8ba4\u53ef\u80fd\u843d\u540e\u4e8e\u9884\u671f\u3002\u6301\u6709\u5b83\u662f\u56e0\u4e3a\u5e73\u53f0\u4e3b\u5bfc\u5730\u4f4d\uff0c\u800c\u4e0d\u662f\u4e0b\u4e00\u6761\u5934\u6761\u3002<\/p>\n

3. Advanced Micro Devices (AMD) \u2014 \u94b1\u5305\u4efd\u989d\u4e89\u593a\u8005\u518d\u83b7\u5173\u6ce8<\/h3>\n

\u5f53\u5e02\u573a\u6d8c\u5411 AI \u8ba1\u7b97\u65f6\uff0cAMD \u4f1a\u5f97\u5230\u7b2c\u4e8c\u6b21\u53ec\u5524\u3002Oracle \u7684\u6301\u7eed OCI \u5efa\u8bbe\u548c\u66f4\u5e7f\u6cdb\u7684\u4e91\u7aef\u9700\u6c42\u6301\u7eed\u4e3a MI300 \u6253\u5f00\u5927\u95e8\uff0c\u4f5c\u4e3a Nvidia \u7684\u4e3b\u8981\u66ff\u4ee3\u54c1\u3002\u7ade\u4e89\u683c\u5c40\u5f88\u76f4\u63a5\uff1a\u5982\u679c\u4e70\u5bb6\u5bfb\u6c42\u4ef7\u683c\u6760\u6746\u3001\u4f9b\u7ed9\u591a\u6837\u5316\uff0c\u6216\u4ec5\u4ec5\u662f\u5728\u7279\u5b9a SKU \u4e0a\u66f4\u5feb\u4ea4\u4ed8\uff0cAMD \u5c31\u4f1a\u83b7\u5f97\u91c7\u8d2d\u8bae\u684c\u4e0a\u7684\u5e2d\u4f4d\u3002\u4ea4\u6613\u7279\u5f81\uff1a\u9ad8\u8d1d\u5854\u534a\u5bfc\u4f53\uff0c\u5bf9\u589e\u91cf\u80dc\u5229\u548c\u4f20\u95fb\u53cd\u5e94\u8fc7\u5ea6\uff0c\u662f AI \u4e3b\u9898\u5347\u6e29\u65f6\u77ed\u671f\u8ba4\u8d2d\u8005\u7684\u6700\u7231\u3002\u7ed9\u6295\u8d44\u8005\u7684\u5173\u952e\u7ed3\u8bba\uff1a\u6267\u884c\u6bd4\u53e3\u53f7\u66f4\u91cd\u8981\u3002\u5173\u6ce8\u5df2\u786e\u8ba4\u7684\u90e8\u7f72\u3001\u5ba2\u6237\u6848\u4f8b\u7814\u7a76\u548c\u8f6f\u4ef6\u6808\u8fdb\u5c55\u3002\u5982\u679c MI300 \u51fa\u8d27\u6309\u8ba1\u5212\u6269\u5c55\u4e14\u4e91\u5408\u4f5c\u4f19\u4f34\u516c\u5f00\u6269\u5c55\u53c2\u8003\u67b6\u6784\uff0c\u8ffd\u8d76\u4ea4\u6613\u5c06\u6709\u5ef6\u7eed\u6027\u3002\u5426\u5219\uff0c\u5b83\u4f1a\u56de\u5f52\u4e3a\u4e0e Nvidia \u5468\u671f\u7ed1\u5b9a\u7684\u6ce2\u6bb5\u4ea4\u6613\u3002<\/p>\n

4. Microsoft (MSFT) \u2014 Azure \u4e0e Oracle \u7684\u6570\u636e\u5e93\u535a\u5f08\u9760\u8010\u5fc3\u8fd0\u8f6c<\/h3>\n

UBS \u4ece Oracle \u6d3b\u52a8\u7684\u89e3\u8bfb\u628a Azure \u653e\u5728\u4e86\u5e94\u6709\u7684\u4f4d\u7f6e\u3002\u5c06 Oracle \u6570\u636e\u5e93\u8fc1\u5165 Azure \u7684\u5174\u8da3\u5f88\u9ad8\uff0c\u4f46\u73b0\u5b9e\u65e2\u65e0\u804a\u53c8\u770b\u6da8\uff1a\u968f\u7740\u5927\u578b\u4f01\u4e1a\u52aa\u529b\u89e3\u5f00\u9057\u7559\u5de5\u4f5c\u8d1f\u8f7d\uff0c\u65f6\u95f4\u8868\u6b63\u5728\u540e\u79fb\u81f3 2026 \u5e74\u672b\u6216 2027 \u5e74\u3002\u8fd9\u4e0d\u662f\u5931\u8bef\uff1b\u5b83\u63d0\u9192\u6211\u4eec\u73b0\u4ee3\u5316\u662f\u968f\u7740\u9884\u7b97\u5468\u671f\u6269\u5c55\u7684\uff0c\u800c\u4e0d\u662f\u51ed\u65b0\u95fb\u7a3f\u5b9e\u73b0\u3002\u540c\u65f6\uff0cCopilot \u7684\u91c7\u7528\u548c AI \u670d\u52a1\u4fdd\u6301\u98de\u8f6e\u8fd0\u8f6c\uff0c\u4f46\u4e91\u6bdb\u5229\u7684\u6570\u5b66\u53d6\u51b3\u4e8e Microsoft \u5c06\u8fd9\u4e9b AI \u5de5\u4f5c\u8d1f\u8f7d\u843d\u5730\u5e76\u6269\u5c55\u7684\u6548\u7387\u3002\u4ea4\u6613\u7279\u5f81\uff1a\u5e02\u503c\u5de8\u5927\u7684\u590d\u5408\u578b\u6210\u957f\u80a1\uff0c\u8d1d\u5854\u4f4e\u4e8e\u82af\u7247\u80a1\uff0c\u8d44\u4ea7\u8d1f\u503a\u8868\u6e05\u6670\u4e14\u5177\u5907\u8db3\u591f\u6d41\u52a8\u6027\u4ee5\u5438\u6536\u5b8f\u89c2\u6ce2\u52a8\u800c\u4e0d\u7834\u574f\u8d8b\u52bf\u3002\u7ed9\u6295\u8d44\u8005\u7684\u5173\u952e\u7ed3\u8bba\uff1a\u4e0e Oracle \u7684\u8de8\u4e91\u5408\u4f5c\u662f\u771f\u5b9e\u4e14\u53ef\u8d27\u5e01\u5316\u7684\uff0c\u4f46\u8fdb\u7a0b\u7f13\u6162\u3002\u8fd9\u6ca1\u95ee\u9898\u3002\u5982\u679c\u4f60\u60f3\u8981\u5b63\u5ea6\u95f4\u7684\u70df\u82b1\u8868\u6f14\uff0c\u53bb\u522b\u5904\u627e\u3002\u5982\u679c\u4f60\u60f3\u8981\u53ef\u6301\u7eed\u7684\u4e91\u4e0a AI \u805a\u5408\u5e76\u4f34\u968f\u7ecf\u8425\u6760\u6746\uff0c\u7ee7\u7eed\u914d\u7f6e\u5b83\u3002<\/p>\n

5. AT&T (T) \u2014 5G \u5408\u4f5c\u70ed\u5ea6\u9047\u5230 AI \u8fb9\u7f18\u7684\u73b0\u5b9e<\/h3>\n

\u7535\u4fe1\u5e76\u4e0d\u5927\u58f0\u53eb\u558a AI\uff0c\u4f46\u5b83\u652f\u6491\u6700\u540e\u4e00\u516c\u91cc\u3002AT&T \u56e0\u4e00\u9879\u6269\u5c55 5G \u7f51\u7edc\u7684\u6218\u7565\u5408\u4f5c\u6d88\u606f\u800c\u5438\u5f15\u4e86\u66f4\u91cd\u7684\u4ea4\u6613\u91cf\uff0c\u627f\u8bfa\u63d0\u4f9b\u4f01\u4e1a\u4e70\u5bb6\u5b9e\u9645\u5173\u5fc3\u7684\u66f4\u597d\u8986\u76d6\u548c\u66f4\u9ad8\u901f\u5ea6\u3002\u968f\u7740 AI \u63a8\u7406\u5411\u8fb9\u7f18\u8513\u5ef6\u2014\u2014\u4f8b\u5982\u96f6\u552e\u3001\u7269\u6d41\u3001\u5de5\u4e1a\u2014\u2014\u7f51\u7edc\u541e\u5410\u91cf\u548c\u5ef6\u8fdf\u6210\u4e3a\u4efb\u4f55\u9500\u552e\u5b9e\u65f6\u5206\u6790\u8005\u7684\u7ade\u4e89\u4f18\u52bf\u3002\u4ea4\u6613\u7279\u5f81\uff1a\u9ad8\u6536\u76ca\u3001\u8d44\u672c\u5bc6\u96c6\u578b\u8fd0\u8425\u5546\uff0c\u4e50\u89c2\u60c5\u7eea\u4e0e\u4f30\u503c\u91cd\u529b\u548c\u503a\u52a1\u6570\u5b66\u76f8\u6297\u8861\u3002\u80a1\u4ef7\u8d70\u52bf\u5f80\u5f80\u7531\u5934\u6761\u9a71\u52a8\uff0c\u5982\u679c\u8d44\u672c\u5f00\u652f\u7eaa\u5f8b\u52a8\u6447\u5219\u70ed\u5ea6\u4f1a\u892a\u53bb\u3002\u7ed9\u6295\u8d44\u8005\u7684\u5173\u952e\u7ed3\u8bba\uff1a\u66f4\u597d\u7684\u7f51\u7edc\u4f7f\u80fd AI \u5de5\u4f5c\u8d1f\u8f7d\uff0c\u4f46\u4ef7\u503c\u521b\u9020\u4f9d\u9760\u53d8\u73b0\u800c\u4e0d\u662f\u5730\u56fe\u4e0a\u7684\u9634\u5f71\u3002\u5982\u679c AT&T \u80fd\u5728\u4e0d\u81a8\u80c0\u652f\u51fa\u7684\u60c5\u51b5\u4e0b\u5c06\u6539\u826f\u7684 5G \u8f6c\u5316\u4e3a\u66f4\u9ad8\u4ef7\u503c\u7684\u4f01\u4e1a\u5408\u540c\uff0c\u90a3\u4e48\u8be5\u80a1\u7684\u9632\u5fa1\u6027\u6536\u76ca\u7387\u5c31\u6709\u6545\u4e8b\u3002\u5426\u5219\uff0c\u5c31\u4ea4\u6613\u65b0\u95fb\u5e76\u4e25\u683c\u63a7\u5236\u98ce\u9669\u3002<\/p>\n

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\u6295\u8d44\u8005\u89c6\u89d2<\/h3>\n

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