{"id":602786,"date":"2025-11-07T23:00:23","date_gmt":"2025-11-08T07:00:23","guid":{"rendered":"https:\/\/nai500.com\/blog\/2025\/11\/giant-companies-capital-expenditures-indicate-the-ai-boom-is-far-from-over-and-nvidias-future-looks-promising\/"},"modified":"2025-11-08T00:14:54","modified_gmt":"2025-11-08T08:14:54","slug":"%e5%b7%a8%e5%a4%b4%e8%b5%84%e6%9c%ac%e5%bc%80%e6%94%af%e9%a2%84%e7%a4%ba-ai-%e7%83%ad%e6%bd%ae%e6%9c%aa%e6%ad%87%e8%8b%b1%e4%bc%9f%e8%be%be%e5%89%8d%e6%99%af%e5%8f%af%e6%9c%9f","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/11\/%e5%b7%a8%e5%a4%b4%e8%b5%84%e6%9c%ac%e5%bc%80%e6%94%af%e9%a2%84%e7%a4%ba-ai-%e7%83%ad%e6%bd%ae%e6%9c%aa%e6%ad%87%e8%8b%b1%e4%bc%9f%e8%be%be%e5%89%8d%e6%99%af%e5%8f%af%e6%9c%9f\/","title":{"rendered":"\u5de8\u5934\u8d44\u672c\u5f00\u652f\u9884\u793aAI\u70ed\u6f6e\u672a\u6b47\uff0c\u82f1\u4f1f\u8fbe\u524d\u666f\u53ef\u671f"},"content":{"rendered":"<p class=\"p1\"><span 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class=\"s1\">Meta Platforms\u5c06\u5176\u4eca\u5e74\u8d44\u672c\u652f\u51fa\u9884\u6d4b\u4e0a\u8c03\u81f3710\u4ebf\u7f8e\u5143\u7684\u4e2d\u503c\uff0c\u8f83\u6b64\u524d\u9884\u671f\u6709\u6240\u63d0\u9ad8\u3002\u516c\u53f8\u7ba1\u7406\u5c42\u660e\u786e\u8868\u793a\uff0c\u5176\u8ba1\u7b97\u80fd\u529b\u6b63\u6301\u7eed\u663e\u8457\u589e\u957f\uff0c\u5e76\u9884\u8ba1\u201c2026\u5e74\u7684\u8d44\u672c\u652f\u51fa\u589e\u957f\u5c06\u663e\u8457\u9ad8\u4e8e2025\u5e74\u201d\u3002\u4ee52024\u5e74392\u4ebf\u7f8e\u5143\u7684\u8d44\u672c\u652f\u51fa\u4e3a\u57fa\u51c6\uff0cMeta\u4eca\u5e74\u652f\u51fa\u6709\u671b\u6fc0\u589e81%\uff0c\u9884\u793a\u77402026\u5e74\u7684\u8d44\u672c\u652f\u51fa\u5f88\u53ef\u80fd\u7a81\u78341000\u4ebf\u7f8e\u5143\u5927\u5173\u3002\u65e0\u72ec\u6709\u5076\uff0cAlphabet\u4e5f\u5df2\u5c06\u51762026\u5e74\u7684\u8d44\u672c\u652f\u51fa\u9884\u671f\u4ece850\u4ebf\u7f8e\u5143\u4e0a\u8c03\u81f3920\u4ebf\u7f8e\u5143\uff0c\u8fd9\u80cc\u540e\u662fGoogle 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<\/span><\/a>\u4f5c\u4e3a\u4eba\u5de5\u667a\u80fd\u82af\u7247\u9886\u57df\u7684\u9886\u5bfc\u8005\uff0c\u5df2\u51c6\u5907\u597d\u8fce\u63a5\u53ef\u80fd\u8d85\u51fa\u9884\u671f\u76842026\u5e74\u4e1a\u7ee9\u3002\u5176\u6700\u65b0\u4e00\u4ee3Blackwell\u6570\u636e\u4e2d\u5fc3GPU\u5df2\u88ab\u5404\u5927\u516c\u53f8\u90e8\u7f72\uff0c\u9996\u5e2d\u6267\u884c\u5b98\u9ec4\u4ec1\u52cb\u900f\u9732\uff0c\u8be5\u516c\u53f8\u5728\u8fc7\u53bb\u56db\u4e2a\u5b63\u5ea6\u5df2\u51fa\u8d27600\u4e07\u9897Blackwell\u5904\u7406\u5668\uff0c\u5e76\u9884\u8ba1\u5176\u603b\u51fa\u8d27\u91cf\u5c06\u8fbe\u52302000\u4e07\u9897\u3002\u8fd9\u4e0e\u4e0a\u4e00\u4ee3Hopper\u5904\u7406\u5668400\u4e07\u9897\u7684\u51fa\u8d27\u91cf\u76f8\u6bd4\uff0c\u610f\u5473\u7740\u5de8\u5927\u7684\u589e\u957f\u7a7a\u95f4\u3002\u76ee\u524d\uff0c\u82f1\u4f1f\u8fbe\u5df2\u83b7\u5f97\u4ef7\u503c\u8d85\u8fc75000\u4ebf\u7f8e\u5143\u7684\u82af\u7247\u8ba2\u5355\uff0c\u8fd9\u4e9b\u8ba2\u5355\u5c06\u6301\u7eed\u5230\u660e\u5e74\u5e74\u5e95\uff0c\u5e76\u5305\u62ec\u5176\u4e0b\u4e00\u4ee3Rubin\u5904\u7406\u5668\u7684\u9884\u8ba2\u3002\u56e0\u6b64\uff0c\u82f1\u4f1f\u8fbe\u5728\u5373\u5c06\u5f00\u59cb\u76842027\u8d22\u5e74\uff0c\u5176\u8425\u6536\u5f88\u6709\u53ef\u80fd\u8d85\u8d8a\u5e02\u573a\u5f53\u524d\u9884\u6d4b\u76842850\u4ebf\u7f8e\u5143\uff0c\u5b9e\u73b0\u8d85\u9884\u671f\u7684\u5f3a\u52b2\u589e\u957f\u3002\u5bf9\u4eba\u5de5\u667a\u80fd\u57fa\u7840\u8bbe\u65bd\u7684\u6301\u7eed\u6295\u5165\uff0c\u5c06\u7ee7\u7eed\u63a8\u52a8\u82f1\u4f1f\u8fbe\u7684\u82af\u7247\u9500\u552e\u4e0e\u4e1a\u52a1\u589e\u957f\u3002<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u6700\u65b0\u5b63\u5ea6\u8d22\u62a5\u663e\u793a\uff0c\u79d1\u6280\u5de8\u5934\u4eec\u5728\u4eba\u5de5\u667a\u80fd\u57fa\u7840\u8bbe\u65bd\u4e0a\u7684\u5de8\u989d\u6295\u8d44\u77ed\u671f\u5185\u6beb\u65e0\u653e\u7f13\u8ff9\u8c61\u3002Alphabet (GOOGL) 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