{"id":604188,"date":"2025-11-17T05:32:35","date_gmt":"2025-11-17T13:32:35","guid":{"rendered":"https:\/\/nai500.com\/?p=604188"},"modified":"2025-11-17T05:32:35","modified_gmt":"2025-11-17T13:32:35","slug":"8-ai-ai","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/11\/8-ai-ai\/","title":{"rendered":"8 \u5bb6\u6709\u671b\u8d62\u5f97\u201cAI \u5de5\u5382\u201d\u7ade\u8d5b\u7684\u4e2d\u56fd-\u4e9a\u6d32 AI \u80a1\u7968"},"content":{"rendered":"

\u4e9a\u6d32\u7684 AI \u4ea7\u4e1a\u5316\u5230\u6765\u4e86\u3002GMI Cloud \u5728\u53f0\u6e7e\u65b0\u5efa\u7684 AI \u5de5\u5382\uff0c\u914d\u5907\u6570\u5343\u5757 NVIDIA Blackwell Ultra GPU\uff0c\u4e0d\u4ec5\u4ec5\u662f\u53e6\u4e00\u4e2a\u6570\u636e\u4e2d\u5fc3\u2014\u2014\u5b83\u662f\u5927\u4e2d\u534e\u533a\u53ca\u66f4\u5e7f\u6cdb\u4e9a\u6d32\u4f9b\u5e94\u94fe\u4e2d\u4e3b\u6743\u7ea7\u5927\u89c4\u6a21 AI \u7684\u53c2\u8003\u8bbe\u8ba1\u3002\u5b83\u9a8c\u8bc1\u4e86\u4e00\u4e2a\u6a21\u578b\uff1a\u5c06\u7f8e\u56fd\u5728\u52a0\u901f\u8ba1\u7b97\u65b9\u9762\u7684\u9886\u5148\u4e0e\u4e9a\u6d32\u5728\u5236\u9020\u3001\u7269\u6d41\u548c\u90e8\u7f72\u901f\u5ea6\u4e0a\u7684\u6df1\u5ea6\u76f8\u7ed3\u5408\u3002\u8fd9\u6837\u7684\u7ec4\u5408\u4e3a\u4e0b\u4e00\u8f6e AI \u57fa\u7840\u8bbe\u65bd\u3001\u8fb9\u7f18\u8ba1\u7b97\u548c\u80fd\u6e90\u7cfb\u7edf\u7684\u6295\u8d44\u5468\u671f\u5b9a\u4e0b\u57fa\u8c03\u3002\u4e0b\u9762\u662f\u5173\u952e\u52a8\u6001\u4ee5\u53ca\u516b\u53ea\u76f4\u63a5\u53d7\u76ca\u7684\u80a1\u7968\u3002<\/p>\n

\u4e9a\u6d32 AI \u5de5\u5382\u65f6\u4ee3\u5230\u6765<\/h3>\n

GMI Cloud \u6b63\u5728\u90e8\u7f72 7,000 \u5757 NVIDIA Blackwell Ultra GPU\uff0c\u5b89\u88c5\u5728 96 \u53f0 GB300 NVL72 \u673a\u67b6\u4e0a\uff0c\u5360\u5730 16 \u5146\u74e6\uff0c\u63a8\u7406\u4e0e\u5fae\u8c03\u65f6\u7684\u541e\u5410\u53ef\u63a5\u8fd1\u6bcf\u79d2 200 \u4e07\u4e2a token\u3002\u501f\u52a9 NVIDIA NVLink\u3001Quantum InfiniBand \u548c Spectrum-X \u4ee5\u592a\u7f51\u4e92\u8054\uff0c\u8fd9\u662f\u4e00\u53f0\u4e3a\u771f\u5b9e\u5de5\u4f5c\u8d1f\u8f7d\u800c\u8bbe\u8ba1\u7684\u63a8\u7406\u5f15\u64ce\uff0c\u800c\u975e\u5b9e\u9a8c\u5ba4\u73a9\u5177\u3002\u5408\u4f5c\u4f19\u4f34\u8bb2\u8ff0\u4e86\u66f4\u5927\u7684\u6545\u4e8b\u3002Wistron \u63d0\u4f9b\u4e16\u754c\u7ea7\u7684\u7cfb\u7edf\u96c6\u6210\u80fd\u529b\u3002Chunghwa Telecom \u951a\u5b9a\u4e86\u8fde\u901a\u6027\u4e0e\u6570\u636e\u4e3b\u6743\u3002Trend Micro \u5e94\u7528\u6570\u5b57\u5b6a\u751f\u5b89\u5168\u6280\u672f\u3002VAST Data \u6b63\u9762\u89e3\u51b3\u827e\u5b57\u8282\u7ea7\u5b58\u50a8\u95ee\u9898\u3002TECO \u4f18\u5316\u7535\u529b\u4e0e\u51b7\u5374\u3002\u8fd9\u662f\u4e00\u4e2a\u5168\u6808\u8bc1\u660e\uff0c\u8868\u660e\u4e9a\u6d32\u80fd\u591f\u5feb\u901f\u5b9e\u73b0 AI \u7684\u5de5\u4e1a\u5316\u3002\u5411\u6295\u8d44\u8005\u4f20\u9012\u7684\u4fe1\u53f7\u5f88\u660e\u786e\uff1aAI \u8bd5\u9a8c\u7684\u65f6\u4ee3\u6b63\u5728\u7ed3\u675f\u3002\u751f\u4ea7\u6b63\u5728\u4e9a\u6d32\u89c4\u6a21\u5316\u3002<\/p>\n

\u4e3b\u6743 AI \u5728\u5927\u4e2d\u534e\u533a\u5b9e\u73b0\u89c4\u6a21\u5316<\/h3>\n

AI \u7684\u6700\u7ec8\u5f62\u6001\u662f\u56fd\u5bb6\u7ea7\u7684\u3002\u6bcf\u4e2a\u653f\u5e9c\u548c\u4f01\u4e1a\u90fd\u5e0c\u671b\u786e\u4fdd\u6570\u636e\u7684\u6240\u5728\u5730\u3001\u6a21\u578b\u7684\u8bad\u7ec3\u65b9\u5f0f\u4ee5\u53ca\u8c01\u53ef\u4ee5\u5ba1\u8ba1\u3002\u53f0\u6e7e AI \u5de5\u5382\u901a\u8fc7\u4e3b\u6743\u5373\u5185\u7f6e\uff08sovereign-by-design\uff09\u7684\u65b9\u6cd5\u56de\u5e94\u4e86\u8fd9\u4e9b\u9700\u6c42\uff0c\u540c\u65f6\u4ecd\u80fd\u5229\u7528\u7f8e\u56fd\u786c\u4ef6\u6808\u7684\u9876\u7aef\u3002\u8fd9\u4e00\u6a21\u578b\u5c06\u590d\u5236\u5230\u5927\u4e2d\u534e\u533a\u5e76\u5ef6\u4f38\u81f3\u4e1c\u76df\u3002\u65f6\u673a\u4e0e\u5317\u4eac\u63a8\u52a8\u6280\u672f\u81ea\u7acb\u548c\u5230 2035 \u5e74\u4ee5\u9700\u6c42\u4e3a\u4e3b\u5bfc\u7684\u589e\u957f\u6218\u7565\u76f8\u543b\u5408\u3002\u4e2d\u56fd\u7684\u9886\u5148\u4f01\u4e1a\u5df2\u4e3b\u5bfc\u8fde\u63a5\u6027\u2014\u20145G\u3001\u5236\u9020\u3001\u7269\u6d41\u3001\u652f\u4ed8\u548c\u80fd\u6e90\u3002\u968f\u7740\u65b0 AI \u5de5\u5382\u7684\u542f\u52a8\uff0c\u9884\u8ba1\u4e2d\u56fd\u5927\u9646\u7684\u6570\u636e\u4e2d\u5fc3\u9879\u76ee\u4f1a\u91c7\u7528\u7c7b\u4f3c\u67b6\u6784\uff0c\u4ece\u800c\u62c9\u52a8 GPU\u3001\u9ad8\u901f\u7f51\u7edc\u3001\u7535\u529b\u8bbe\u5907\u548c\u70ed\u7ba1\u7406\u7cfb\u7edf\u7684\u8ba2\u5355\u3002\u5bf9\u6295\u8d44\u8005\u800c\u8a00\uff0c\u98de\u8f6e\u6548\u5e94\u662f\u719f\u6089\u7684\uff1a\u524d\u671f\u8d44\u672c\u5bc6\u96c6\uff0c\u968f\u7740\u5229\u7528\u7387\u63d0\u5347\u8f6c\u800c\u5e26\u6765\u7ecf\u8425\u6760\u6746\u3002<\/p>\n

\u4e3a\u4f55\u8fd9\u5bf9\u6295\u8d44\u8005\u73b0\u5728\u91cd\u8981<\/h3>\n

\u4e09\u5927\u53d8\u91cf\u5c06\u9a71\u52a8\u56de\u62a5\uff1aGPU\u3001\u80fd\u6e90\u4e0e\u7ba1\u9053\u3002NVIDIA \u521a\u521a\u8fbe\u6210\u884c\u4e1a\u6700\u91cd\u8981\u7684\u91cc\u7a0b\u7891\u2014\u2014\u6210\u4e3a\u9996\u5bb6\u5e02\u503c\u8fbe 5 \u4e07\u4ebf\u7f8e\u5143\u7684\u516c\u53f8\u2014\u2014\u56e0\u4e3a\u52a0\u901f\u8ba1\u7b97\u4f4d\u4e8e\u672c\u8f6e\u5468\u671f\u7684\u6838\u5fc3\u3002\u7b97\u529b\u5e26\u52a8\u5bf9\u7535\u529b\u7684\u9700\u6c42\u3002TECO \u7684\u6a21\u5757\u5316\u6570\u636e\u4e2d\u5fc3\u4e0e\u80fd\u6e90\u5373\u670d\u52a1\u80fd\u529b\u9884\u793a\u7740\u4e00\u4e2a\u4ee5\u6548\u7387\u548c\u6b63\u5e38\u8fd0\u884c\u65f6\u95f4\u4e3a\u4f18\u5148\u7684\u533a\u57df\u6027\u5efa\u8bbe\u6f6e\u6d41\u3002\u7ba1\u9053\u5219\u662f\u7c98\u5408\u5242\u3002\u4ece\u53f0\u6e7e\u7684\u5149\u7ea4\u9aa8\u5e72\u5230 China Mobile \u7684 5G \u8fb9\u7f18\uff0c\u5206\u53d1\u4e0e\u63a5\u8fd1\u6027\u5c06\u533a\u5206\u8d62\u5bb6\u4e0e\u843d\u540e\u8005\u3002GMI Cloud \u7684\u84dd\u56fe\u6709\u52a9\u4e8e\u538b\u7f29\u4f01\u4e1a\u7684\u91cf\u4ea7\u65f6\u95f4\u3002\u8fd9\u79cd\u62c9\u52a8\u5c06\u89e6\u53ca\u4e2d\u56fd\u7684\u4e91\u5e73\u53f0\u3001\u7535\u4fe1\u8fd0\u8425\u5546\u3001\u670d\u52a1\u5668\u5236\u9020\u5546\u3001\u7f51\u7edc\u5b89\u5168\u4f9b\u5e94\u5546\u4ee5\u53ca\u6b63\u5728\u5411\u9759\u6001\u50a8\u80fd\u8f6c\u578b\u7684\u7535\u52a8\u8f66\u7535\u6c60\u9f99\u5934\u3002\u8d44\u672c\u5f00\u652f\u70ed\u6f6e\u5c1a\u672a\u7ed3\u675f\uff1b\u5b83\u6b63\u5728\u5411\u6574\u4e2a\u5730\u533a\u6269\u5c55\u3002<\/p>\n

\u503c\u5f97\u5173\u6ce8\u7684 8 \u53ea\u4e2d\u56fd-\u4e9a\u6d32 AI \u80a1\u7968<\/h3>\n

1) NVIDIA (NVDA) \u2014 \u5168\u7403 AI \u5de5\u5382\u7684\u6838\u5fc3\u4f9b\u5e94\u5546\uff0c\u5982\u4eca\u4e3a GMI Cloud \u53f0\u6e7e\u7ad9\u70b9\u63d0\u4f9b 7,000 \u5757 Blackwell Ultra GPU\u3002\u91cc\u7a0b\u7891\uff1a\u6210\u4e3a\u9996\u5bb6\u5e02\u503c 5 \u4e07\u4ebf\u7f8e\u5143\u7684\u516c\u53f8\uff0c\u5f3a\u8c03\u4e86\u5bf9\u52a0\u901f\u8ba1\u7b97\u7684\u957f\u671f\u9700\u6c42\u3002\u5168\u7403\u5f71\u54cd\uff1a\u4e3a\u63a8\u7406\u3001\u8bad\u7ec3\u4e0e\u591a\u6a21\u6001\u5de5\u4f5c\u8d1f\u8f7d\u8bbe\u5b9a\u6807\u51c6\u5316\u67b6\u6784\u3002<\/p>\n

2) Wistron (3231.TW) \u2014 \u63d0\u4f9b\u5236\u9020\u4e0e\u7cfb\u7edf\u96c6\u6210\u7684\u9886\u5bfc\u8005\uff0c\u63a8\u52a8 AI \u9a71\u52a8\u7684\u751f\u4ea7\u7ebf\uff0c\u5305\u62ec\u8ba1\u7b97\u673a\u89c6\u89c9\u4e0e\u6570\u5b57\u5b6a\u751f\u3002\u91cc\u7a0b\u7891\uff1a\u901a\u8fc7 GMI Cloud \u7684 AI \u5de5\u5382\u5b9e\u73b0\u5728\u7ebf\u8bad\u7ec3\u4e0e\u90e8\u7f72\u3002\u5168\u7403\u5f71\u54cd\uff1a\u4e3a\u4e9a\u6d32\u51fa\u53e3\u57fa\u5730\u7684\u667a\u80fd\u5236\u9020\u63d0\u4f9b\u84dd\u56fe\u3002<\/p>\n

3) Chunghwa Telecom (2412.TW, CHT) \u2014 \u53f0\u6e7e\u6309\u7528\u6237\u6570\u8ba1\u7b97\u6700\u5927\u7684\u7535\u4fe1\u8fd0\u8425\u5546\uff0c\u63d0\u4f9b\u5b9e\u73b0\u4e3b\u6743 AI \u6240\u9700\u7684\u5149\u7ea4\u4e0e 5G \u9aa8\u5e72\u3002\u5168\u7403\u5f71\u54cd\uff1a\u652f\u6301\u8de8\u4e9a\u6d32\u6a21\u578b\u90e8\u7f72\u7684\u4f4e\u5ef6\u8fdf\u8de8\u5883\u94fe\u8def\u3002<\/p>\n

4) Trend Micro (4704.T) \u2014 \u5b89\u5168\u9886\u57df\u9886\u5bfc\u8005\uff0c\u5229\u7528\u6570\u5b57\u5b6a\u751f\u6280\u672f\u3001NVIDIA BlueField DPU \u4e0e GMI Cloud \u57fa\u7840\u8bbe\u65bd\u5b89\u5168\u6a21\u62df\u7f51\u7edc\u98ce\u9669\u3002\u91cc\u7a0b\u7891\uff1a\u5728\u4e0d\u66b4\u9732\u751f\u4ea7\u7cfb\u7edf\u7684\u60c5\u51b5\u4e0b\u5b9e\u73b0\u4e3b\u52a8\u9a8c\u8bc1\u3002\u5168\u7403\u5f71\u54cd\uff1a\u4e3a AI \u5de5\u5382\u7f51\u7edc\u97e7\u6027\u8bbe\u5b9a\u65b0\u6807\u51c6\u3002<\/p>\n

5) China Mobile (0941.HK) \u2014 \u6309\u7528\u6237\u6570\u8ba1\u5168\u7403\u6700\u5927\u7684\u79fb\u52a8\u8fd0\u8425\u5546\uff0c\u5e02\u503c\u7ea6 2,400 \u4ebf\u7f8e\u5143\u3002\u91cc\u7a0b\u7891\uff1a\u65e0\u53ef\u6bd4\u62df\u7684 5G \u8986\u76d6\u5c06\u63a8\u7406\u66f4\u63a5\u8fd1\u7528\u6237\u3002\u5168\u7403\u5f71\u54cd\uff1a\u4e3a\u5185\u5730\u53ca\u201c\u4e00\u5e26\u4e00\u8def\u201d\u8d70\u5eca\u63d0\u4f9b AI \u670d\u52a1\u7684\u8fb9\u7f18\u5206\u53d1\u80fd\u529b\u3002<\/p>\n

6) Alibaba Group (9988.HK, BABA) \u2014 \u5168\u7403\u6700\u5927\u7684\u7535\u5546\u4e0e\u4e91\u5e73\u53f0\u4e4b\u4e00\uff0c\u5e02\u503c\u7ea6 3,436.4 \u4ebf\u7f8e\u5143\u3002\u5168\u7403\u5f71\u54cd\uff1a\u4e3a\u4e2d\u56fd\u4e2d\u5c0f\u4f01\u4e1a\u4e0e\u7701\u7ea7\u5e02\u573a\u63d0\u4f9b\u5177\u4e3b\u6743\u5c5e\u6027\u7684 AI \u670d\u52a1\uff0c\u533a\u57df\u6027\u786c\u4ef6\u5efa\u8bbe\u5e26\u6765\u7684 GPU \u4f9b\u5e94\u5c06\u52a0\u901f\u4e91\u7aef AI \u7684\u91c7\u7eb3\u3002<\/p>\n

7) BYD (1211.HK, BYDDY) \u2014 \u7535\u52a8\u8f66\u4e0e\u7535\u6c60\u9886\u5bfc\u8005\uff0c\u6b63\u5728\u6269\u5c55\u5230\u9759\u6001\u50a8\u80fd\u9886\u57df\u3002\u91cc\u7a0b\u7891\uff1a\u4e0e FAW Group \u7684\u5408\u8d44\u5de5\u5382\u89c4\u5212\u603b\u4ea7\u80fd 45 GWh\u3002\u5168\u7403\u5f71\u54cd\uff1a\u4e3a\u670d\u52a1 AI \u5de5\u5382\u7684\u6570\u636e\u4e2d\u5fc3\u63d0\u4f9b\u66f4\u73af\u4fdd\u3001\u66f4\u53ef\u9760\u7684\u50a8\u80fd\u4e0e\u7535\u529b\u7535\u5b50\u89e3\u51b3\u65b9\u6848\u3002<\/p>\n

8) JD.com (JD, 9618.HK) \u2014 \u7269\u6d41\u4e0e\u96f6\u552e\u5e73\u53f0\uff0c\u51fa\u4ef7 22 \u4ebf\u6b27\u5143\u7ade\u8d2d\u5fb7\u56fd Ceconomy\uff0c\u6216\u53ef\u83b7\u5f97\u8fd1 1,000 \u5bb6\u6b27\u6d32\u95e8\u5e97\u3002\u5168\u7403\u5f71\u54cd\uff1a\u53ef\u4f5c\u4e3a\u63a8\u7406\u3001\u6700\u540e\u4e00\u516c\u91cc\u673a\u5668\u4eba\u4e0e\u4ee5 AI \u4e3a\u6838\u5fc3\u7684\u5546\u4e1a\u7684\u8fb9\u7f18\u8282\u70b9\u7684\u6b27\u6d32\u96f6\u552e\u7f51\u7edc\u3002<\/p>\n

\u4e2d\u56fd\u7684\u653f\u7b56\u52a9\u63a8\u4e0e\u9700\u6c42\u4fe1\u53f7<\/h3>\n

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