{"id":606239,"date":"2025-11-26T17:09:29","date_gmt":"2025-11-27T01:09:29","guid":{"rendered":"https:\/\/nai500.com\/blog\/2025\/11\/is-the-nvidia-ai-bubble-about-to-burst-google-and-qualcomm-launch-pincer-attack\/"},"modified":"2025-11-26T17:09:51","modified_gmt":"2025-11-27T01:09:51","slug":"%e8%8b%b1%e4%bc%9f%e8%be%be%e7%9a%84ai%e6%b3%a1%e6%b2%ab%ef%bc%8c%e8%a6%81%e8%a2%ab%e8%b0%b7%e6%ad%8c%e5%92%8c%e9%ab%98%e9%80%9a%e6%89%93%e7%a0%b4%e4%ba%86%ef%bc%9f","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/11\/%e8%8b%b1%e4%bc%9f%e8%be%be%e7%9a%84ai%e6%b3%a1%e6%b2%ab%ef%bc%8c%e8%a6%81%e8%a2%ab%e8%b0%b7%e6%ad%8c%e5%92%8c%e9%ab%98%e9%80%9a%e6%89%93%e7%a0%b4%e4%ba%86%ef%bc%9f\/","title":{"rendered":"\u82f1\u4f1f\u8fbe\u7684AI\u6ce1\u6cab\uff0c\u8981\u88ab\u8c37\u6b4c\u548c\u9ad8\u901a\u6253\u7834\u4e86\uff1f"},"content":{"rendered":"<p>\u957f\u671f\u4ee5\u6765\uff0c<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=NVDA\">\u82f1\u4f1f\u8fbe\uff08NVDA\uff09<\/a>\u5728AI\u82af\u7247\u9886\u57df\u7684\u7edf\u6cbb\u5730\u4f4d\u770b\u4f3c\u65e0\u61c8\u53ef\u51fb\uff0c\u4e07\u4ebf\u5e02\u503c\u4e0e\u8fd190%\u7684\u5e02\u573a\u4efd\u989d\u6784\u7b51\u4e86\u4e00\u4e2a\u8fd1\u4e4e\u795e\u8bdd\u7684\u53d9\u4e8b\u3002\u7136\u800c\uff0c\u8fd9\u4e2a\u795e\u8bdd\u6b63\u51fa\u73b0\u6e05\u6670\u7684\u88c2\u75d5\u3002\u79d1\u6280\u5de8\u5934Meta\u7684\u4e00\u573a\u6f5c\u5728\u201c\u53db\u53d8\u201d\uff0c\u4e0e\u7ade\u4e89\u5bf9\u624b\u5728\u9ad8\u4f4e\u4e24\u7aef\u5e02\u573a\u7684\u7cbe\u51c6\u5207\u5165\uff0c\u6b63\u5728\u5bf9\u82f1\u4f1f\u8fbe\u7684\u201c\u65e0\u654c\u5149\u73af\u201d\u8fdb\u884c\u4e00\u573a\u524d\u6240\u672a\u6709\u7684\u538b\u529b\u6d4b\u8bd5\u3002<\/p>\n<h2>\u6807\u5fd7\u6027\u4e8b\u4ef6\uff1aMeta\u7684\u201c\u6570\u5341\u4ebf\u7f8e\u5143\u80cc\u53db\u201d<\/h2>\n<p>\u5e02\u573a\u8fd1\u671f\u8fce\u6765\u4e00\u5219\u9707\u52a8\u6027\u6d88\u606f\uff1a\u79d1\u6280\u5de8\u5934Meta\u6b63\u4e0e\u8c37\u6b4c\u8fdb\u884c\u6df1\u5165\u8c08\u5224\uff0c\u8003\u8651\u5c06\u90e8\u5206AI\u57fa\u7840\u8bbe\u65bd\u7684\u6838\u5fc3\u82af\u7247\u4ece\u82f1\u4f1f\u8fbeGPU\u66f4\u6362\u4e3a\u8c37\u6b4c\u81ea\u7814\u7684TPU\uff0c\u8fd9\u7b14\u6f5c\u5728\u4ea4\u6613\u4ef7\u503c\u9ad8\u8fbe\u6570\u5341\u4ebf\u7f8e\u5143\u3002\u8fd9\u4e00\u52a8\u5411\u88ab\u5e02\u573a\u89e3\u8bfb\u4e3a\u4e00\u4e2a\u91cd\u5927\u8f6c\u6298\u4fe1\u53f7\uff0c\u610f\u5473\u7740\u82f1\u4f1f\u8fbe\u6700\u91cd\u8981\u7684\u5ba2\u6237\u4e4b\u4e00\uff0c\u6b63\u5728\u8ba4\u771f\u5bfb\u6c42\u201c\u53bb\u82f1\u4f1f\u8fbe\u5316\u201d\u7684\u66ff\u4ee3\u65b9\u6848\u3002<\/p>\n<p>\u6d88\u606f\u4e00\u51fa\uff0c\u82f1\u4f1f\u8fbe\u80a1\u4ef7\u5e94\u58f0\u4e0b\u8dcc\u8d853%\uff0c\u5e02\u573a\u7591\u8651\u4e1b\u751f\u3002\u6df1\u5c42\u903b\u8f91\u5728\u4e8e\uff0c\u5ba2\u6237\u5bf9\u82f1\u4f1f\u8fbe\u9ad8\u6602\u6210\u672c\u548c\u5e02\u573a\u5784\u65ad\u7684\u65e5\u76ca\u538c\u5026\uff0c\u6b63\u4e3a\u6311\u6218\u8005\u6253\u5f00\u5b9d\u8d35\u7684\u5e02\u573a\u7a97\u53e3\uff0c\u8fd9\u4e0d\u4ec5\u662f\u8ba2\u5355\u7684\u6d41\u5931\uff0c\u66f4\u662f\u5bf9\u82f1\u4f1f\u8fbe\u751f\u6001\u58c1\u5792\u7684\u4e00\u6b21\u6b63\u9762\u7a81\u7834\u3002<\/p>\n<h2>\u6311\u6218\u8005\u4e4b\u4e00\uff1a\u8c37\u6b4cTPU\uff0c\u4ece\u201c\u81ea\u7528\u201d\u5230\u201c\u7834\u5c40\u201d<\/h2>\n<p>\u5728\u6311\u6218\u8005\u7684\u9635\u8425\u4e2d\uff0c\u8c37\u6b4c\u7684TPU\u626e\u6f14\u4e86\u6b63\u9762\u5f3a\u653b\u7684\u89d2\u8272\u3002\u5c3d\u7ba1\u8c37\u6b4cTPU\u5e76\u975e\u65b0\u54c1\uff0c\u5176\u7279\u70b9\u5728\u4e8e\u4e13\u7cbe\u4e8eAI\u63a8\u7406\u548c\u8bad\u7ec3\u4efb\u52a1\uff0c\u867d\u7136\u5728\u7075\u6d3b\u6027\u4e0a\u4e0d\u53ca\u82f1\u4f1f\u8fbeGPU\uff0c\u4f46\u51ed\u501f\u66f4\u4f4e\u7684\u529f\u8017\u548c\u663e\u8457\u7684\u6210\u672c\u4f18\u52bf\uff0c\u5728\u7279\u5b9a\u573a\u666f\u4e0b\u5c55\u73b0\u51fa\u5f3a\u5927\u7684\u7ade\u4e89\u529b\u3002\u4e1a\u5185\u8bc4\u8bba\u79f0\uff0c\u6b64\u4e3e\u5df2\u7136\u523a\u7a7f\u4e86\u82f1\u4f1f\u8fbe\u7684\u65e0\u654c\u5149\u73af\u3002<\/p>\n<p>\u8fd9\u4e00\u8f6c\u53d8\u6807\u5fd7\u7740\u8c37\u6b4c\u6b63\u4ece\u82f1\u4f1f\u8fbe\u7684\u6700\u5927\u5ba2\u6237\u8f6c\u8eab\u4e3a\u6700\u5f3a\u52b2\u7684\u7ade\u4e89\u5bf9\u624b\uff0c\u5c24\u5176\u6700\u65b0\u7684Ironwood TPU\u5728\u6027\u80fd\u4e0a\u5df2\u80fd\u5bf9\u6807\u82f1\u4f1f\u8fbe\u65d7\u8230Blackwell\uff0c\u4e14\u5177\u5907\u66f4\u597d\u7684\u6269\u5c55\u6027\u3002\u56e0\u6b64\uff0c\u8c37\u6b4cTPU\u80fd\u5426\u6210\u529f\u5916\u9500\uff0c\u5c06\u6210\u4e3a\u9a8c\u8bc1\u5176\u6280\u672f\u8def\u7ebf\u5e02\u573a\u53ef\u884c\u6027\u7684\u5173\u952e\uff0c\u5e76\u53ef\u80fd\u4ece\u6839\u672c\u4e0a\u52a8\u6447\u82f1\u4f1f\u8fbe\u5728\u9ad8\u7aefAI\u8bad\u7ec3\u5e02\u573a\u7684\u6839\u57fa\u3002<\/p>\n<h2>\u6311\u6218\u8005\u4e4b\u4e8c\uff1a\u9ad8\u901a\u82af\u7247\uff0c\u201c\u6027\u4ef7\u6bd4\u201d\u7684\u4fa7\u7ffc\u8fdb\u653b<\/h2>\n<p>\u4e0e\u8c37\u6b4c\u6b63\u9762\u5f3a\u653b\u7684\u7b56\u7565\u4e0d\u540c\uff0c\u9ad8\u901a\u5219\u9009\u62e9\u4e86\u201c\u4fa7\u7ffc\u5305\u6284\u201d\uff0c\u65b0\u63a8\u51fa\u7684AI200\/AI250\u82af\u7247\u7cbe\u51c6\u5b9a\u4f4d\u5bf9\u6210\u672c\u6781\u4e3a\u654f\u611f\u7684\u4e2d\u4f4e\u7aef\u5e02\u573a\u3002\u9ad8\u901a\u7684\u6838\u5fc3\u6740\u62db\u662f\u6781\u81f4\u7684\u80fd\u6548\u4e0e\u6210\u672c\u63a7\u5236\uff0c\u516c\u53f8\u5ba3\u79f0AI200\u82af\u7247\u529f\u8017\u6bd4\u540c\u7ea7\u82f1\u4f1f\u8fbeGPU\u4f4e35%\uff0c\u65e8\u5728\u4e3a\u90a3\u4e9b\u4e0d\u9700\u8981\u5168\u529f\u80fd\u4f46\u6781\u5ea6\u8ffd\u6c42\u8fd0\u8425\u6548\u7387\u7684\u6570\u636e\u4e2d\u5fc3\u548c\u4f01\u4e1a\u63d0\u4f9b\u9ad8\u6027\u4ef7\u6bd4\u9009\u62e9\u3002<\/p>\n<p>\u9762\u5bf9\u672a\u6765\u6570\u5e74\u9884\u8ba1\u9ad8\u8fbe\u4e07\u4ebf\u7f8e\u5143\u7684\u5168\u7403AI\u57fa\u7840\u8bbe\u65bd\u6295\u5165\uff0c\u9ad8\u901a\u7684\u8fd9\u4e00\u7b56\u7565\u5de7\u5999\u5730\u5207\u5165\u4e86\u4e00\u4e2a\u5e9e\u5927\u4e14\u5feb\u901f\u589e\u957f\u7684\u5e02\u573a\u7ec6\u5206\u9886\u57df\uff0c\u4ece\u4fa7\u9762\u5bf9\u82f1\u4f1f\u8fbe\u7684\u5e1d\u56fd\u6784\u6210\u4e86\u5a01\u80c1\u3002<\/p>\n<h2>\u82f1\u4f1f\u8fbe\u7684\u53cd\u51fb\u4e0e\u201c\u6ce1\u6cab\u201d\u8f6f\u808b<\/h2>\n<p>\u9762\u5bf9\u7a81\u5982\u5176\u6765\u7684\u56f4\u653b\uff0c\u82f1\u4f1f\u8fbe\u8fc5\u901f\u505a\u51fa\u4e86\u53cd\u5e94\u3002\u516c\u53f8\u7d27\u6025\u5728\u793e\u4ea4\u5e73\u53f0\u53d1\u58f0\uff0c\u5f3a\u8c03\u81ea\u8eab\u201c\u9886\u5148\u884c\u4e1a\u4e00\u4ee3\u201d\uff0c\u662f\u201c\u552f\u4e00\u7684\u5168\u5e73\u53f0\u89e3\u51b3\u65b9\u6848\u201d\uff0c\u8bd5\u56fe\u7a33\u4f4f\u6295\u8d44\u8005\u548c\u5ba2\u6237\u7684\u4fe1\u5fc3\u3002\u7136\u800c\uff0c\u8fd9\u4e00\u7565\u663e\u6025\u4fc3\u7684\u81ea\u6211\u8fa9\u62a4\uff0c\u53cd\u800c\u88ab\u5916\u754c\u89e3\u8bfb\u4e3a\u5df2\u611f\u53d7\u5230\u771f\u5b9e\u7684\u5a01\u80c1\u3002<\/p>\n<p>\u5e02\u573a\u5f00\u59cb\u91cd\u65b0\u5ba1\u89c6\u82f1\u4f1f\u8fbe\u7684\u4e07\u4ebf\u5e02\u503c\uff0c\u8fd9\u4e00\u4f30\u503c\u5728\u5f88\u5927\u7a0b\u5ea6\u4e0a\u5efa\u7acb\u5728\u201c\u5e02\u573a\u5784\u65ad\u5730\u4f4d\u6c38\u7eed\u201d\u7684\u9884\u671f\u4e4b\u4e0a\u3002\u4e00\u65e6\u7ade\u4e89\u683c\u5c40\u88ab\u5b9e\u8d28\u6027\u6253\u7834\uff0c\u9ad8\u6602\u7684\u4f30\u503c\u548c\u4e30\u539a\u7684\u5229\u6da6\u7387\u5c06\u9762\u4e34\u5de8\u5927\u7684\u4e0b\u884c\u538b\u529b\u3002\u6362\u8a00\u4e4b\uff0c\u5ba2\u6237\u5bfb\u6c42\u66ff\u4ee3\u65b9\u6848\u8fd9\u4e00\u884c\u4e3a\u672c\u8eab\uff0c\u5c31\u6b63\u5728\u52a8\u6447\u82f1\u4f1f\u8fbe\u8d56\u4ee5\u7ef4\u7cfb\u9ad8\u4f30\u503c\u7684\u6839\u57fa\uff0c\u66b4\u9732\u4e86\u201c\u6ce1\u6cab\u201d\u7684\u8f6f\u808b\u3002<\/p>\n<h2>\u672a\u6765\u6218\u5c40\uff1a\u98a0\u8986\u4e4b\u8def\u6f2b\u957f\uff0c\u4f46\u6e38\u620f\u89c4\u5219\u5df2\u53d8<\/h2>\n<p>\u5c3d\u7ba1\u6311\u6218\u8005\u6765\u52bf\u6c79\u6c79\uff0c\u4f46\u82f1\u4f1f\u8fbe\u7684\u62a4\u57ce\u6cb3\u4f9d\u7136\u6df1\u5e7f\u3002\u516c\u53f8\u6784\u5efa\u7684CUDA\u8f6f\u4ef6\u751f\u6001\u548c\u5e7f\u6cdb\u7684\u884c\u4e1a\u9002\u914d\u6027\uff0c\u662f\u7ade\u4e89\u5bf9\u624b\u5728\u77ed\u671f\u5185\u96be\u4ee5\u903e\u8d8a\u7684\u58c1\u5792\u3002\u4e1a\u5185\u666e\u904d\u5171\u8bc6\u662f\uff0c\u76ee\u524d\u5c1a\u65e0\u4f01\u4e1a\u5bfb\u6c42\u5b8c\u5168\u53d6\u4ee3\u82f1\u4f1f\u8fbe\u3002\u7136\u800c\uff0c\u6e38\u620f\u89c4\u5219\u5df2\u7ecf\u53d1\u751f\u6839\u672c\u6027\u7684\u6539\u53d8\u2014\u2014\u82f1\u4f1f\u8fbe\u7684\u7edd\u5bf9\u5784\u65ad\u65f6\u4ee3\u6b63\u5728\u8d70\u5411\u7ec8\u7ed3\uff0c\u4e00\u4e2a\u201c\u591a\u5f3a\u5e76\u5b58\u201d\u7684\u6218\u56fd\u65f6\u4ee3\u5373\u5c06\u5f00\u542f\u3002\u5bf9\u4e8e\u5e7f\u5927AI\u516c\u53f8\u800c\u8a00\uff0c\u8c37\u6b4cTPU\u548c\u9ad8\u901a\u82af\u7247\u7684\u51fa\u73b0\uff0c\u8d4b\u4e88\u4e86\u5b83\u4eec\u524d\u6240\u672a\u6709\u7684\u8bae\u4ef7\u80fd\u529b\u548c\u66f4\u591a\u5143\u5316\u7684\u7b97\u529b\u9009\u62e9\u3002<\/p>\n<p>\u7efc\u4e0a\u6240\u8ff0\uff0c\u82f1\u4f1f\u8fbe\u7684\u201cAI\u6ce1\u6cab\u201d\u6216\u8bb8\u4e0d\u4f1a\u4e00\u591c\u7834\u88c2\uff0c\u4f46\u8c37\u6b4c\u4e0e\u9ad8\u901a\u4ece\u9ad8\u4f4e\u4e24\u7aef\u53d1\u8d77\u7684\u8fd9\u573a\u201c\u94b3\u5f62\u653b\u52bf\u201d\uff0c\u5df2\u7ecf\u4e3a\u5176\u6572\u54cd\u4e86\u8b66\u949f\u3002\u5e02\u573a\u7684\u4fe1\u5ff5\u4e00\u65e6\u51fa\u73b0\u677e\u52a8\uff0c\u795e\u8bdd\u7684\u7ec8\u7ed3\u4fbf\u5df2\u8fdb\u5165\u5012\u8ba1\u65f6\u3002\u8fd9\u573a\u7531Meta\u8ba2\u5355\u5f15\u53d1\u7684\u98ce\u66b4\uff0c\u4ec5\u4ec5\u662f\u4e2a\u5f00\u59cb\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u957f\u671f\u4ee5\u6765\uff0c\u82f1\u4f1f\u8fbe\uff08NVDA\uff09\u5728AI\u82af\u7247\u9886\u57df\u7684\u7edf\u6cbb\u5730\u4f4d\u770b\u4f3c\u65e0\u61c8\u53ef\u51fb\uff0c\u4e07\u4ebf\u5e02\u503c\u4e0e\u8fd190%\u7684\u5e02\u573a\u4efd\u989d\u6784\u7b51\u4e86\u4e00\u4e2a\u8fd1\u4e4e\u795e [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":543947,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521,430],"tags":[2408,2235,2173,558],"class_list":["post-606239","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","tag-ai-zh-hans","tag-2235","tag-2173","tag-558","sectors-technology-zh-hans","locations-us-zh-hans","exchange-nasdaq-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/606239","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=606239"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/606239\/revisions"}],"predecessor-version":[{"id":606242,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/606239\/revisions\/606242"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/543947"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=606239"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=606239"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=606239"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}