{"id":607246,"date":"2025-12-02T05:14:34","date_gmt":"2025-12-02T13:14:34","guid":{"rendered":"https:\/\/nai500.com\/?p=607246"},"modified":"2025-12-02T05:14:34","modified_gmt":"2025-12-02T13:14:34","slug":"boe-ai-orcl","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/12\/boe-ai-orcl\/","title":{"rendered":"BoE \u8b66\u793a AI \u6ce1\u6cab\u98ce\u9669\uff0cORCL \u503a\u5238\u629b\u552e"},"content":{"rendered":"

\u82f1\u683c\u5170\u94f6\u884c\u5411\u4ee5\u503a\u52a1\u9a71\u52a8\u7684 AI \u70ed\u6f6e\u53d1\u51fa\u8b66\u544a\uff0c\u79f0\u516c\u5171\u80a1\u672c\u4f30\u503c\u201c\u660e\u663e\u88ab\u62c9\u9ad8\u201d\uff0c\u5e76\u8b66\u793a\u82e5\u652f\u51fa\u5468\u671f\u9006\u8f6c\uff0c\u91d1\u878d\u7a33\u5b9a\u98ce\u9669\u5c06\u4e0a\u5347\u3002\u6570\u5c0f\u65f6\u5185\uff0c\u7ecf\u5408\u7ec4\u7ec7\u5c06\u7531 AI \u9a71\u52a8\u7684\u5e02\u573a\u4fee\u6b63\u5217\u4e3a\u7f8e\u56fd\u589e\u957f\u7684\u4e3b\u8981\u4e0b\u884c\u98ce\u9669\u3002\u5728\u4fe1\u7528\u5e02\u573a\uff0cOracle \u7684\u503a\u5238\u4e0b\u6ed1\u81f3\u7ea6\u6bcf\u7f8e\u5143 65 \u7f8e\u5206\uff0c\u5176\u4fe1\u7528\u8fdd\u7ea6\u6389\u671f\u6269\u5927\uff0c\u6e05\u6670\u5730\u8868\u660e\u6295\u8d44\u8005\u6b63\u5728\u91cd\u65b0\u5b9a\u4ef7\u4e3a\u652f\u6491\u5b9a\u4e49 2025 \u5e74\u7684\u6570\u636e\u4e2d\u5fc3\u6269\u5efa\u6240\u9700\u878d\u8d44\u6210\u672c\u3002\u73b0\u5728\u7684\u95ee\u9898\u662f\uff0cAI \u4ea4\u6613\u80fd\u5426\u627f\u53d7\u66f4\u9ad8\u7684\u878d\u8d44\u6210\u672c\u548c\u4e25\u82db\u7684\u73b0\u91d1\u6d41\u5ba1\u89c6\uff0c\u800c\u4e0d\u4ee4\u66f4\u5e7f\u6cdb\u7684\u5e02\u573a\u7834\u88c2\u3002<\/p>\n

\u82f1\u683c\u5170\u94f6\u884c\u8b66\u544a\u5c06\u4f30\u503c\u4e0e\u6760\u6746\u7f6e\u4e8e\u653e\u5927\u955c\u4e0b<\/h3>\n

\u4f26\u6566\u7684\u4e2d\u592e\u94f6\u884c\u5e76\u975e\u5728\u62bd\u8c61\u5730\u8c08\u8bba\u7092\u4f5c\u3002\u5b83\u628a\u6760\u6746\u7387\u6620\u5c04\u5230\u5df2\u7ecf\u5438\u5f15\u5168\u7403\u91d1\u878d\u6bcf\u4e2a\u89d2\u843d\u7684\u79d1\u6280\u5468\u671f\u4e0a\u3002\u82f1\u683c\u5170\u94f6\u884c\u6700\u65b0\u7684\u7a33\u5b9a\u6027\u62a5\u544a\u4f9d\u8d56\u4e8e\u76f4\u767d\u7684\u8bc4\u4f30\uff1a\u4eca\u5e74\u91d1\u878d\u7a33\u5b9a\u7684\u98ce\u9669\u5df2\u4e0a\u5347\uff0cAI \u76f8\u5173\u7684\u80a1\u7968\u4f30\u503c\u56de\u5230\u63a5\u8fd1\u7f51\u7edc\u6ce1\u6cab\u65f6\u671f\u7684\u6781\u7aef\u6c34\u5e73\uff0c\u4e14\u5728\u98ce\u9669\u4f01\u4e1a\u501f\u8d37\u548c\u56f4\u7ed5\u56fd\u503a\u5e02\u573a\u7684\u6760\u6746\u6d3b\u52a8\u4e2d\u6b63\u79ef\u805a\u8106\u5f31\u6027\u3002\u8fd9\u4e2a\u4e09\u89d2\u8054\u7ed3\u5f88\u91cd\u8981\u3002\u5b83\u628a\u6602\u8d35\u7684 AI \u80a1\u7968\u4e0e\u4e3a\u8d44\u672c\u5f00\u652f\u70ed\u6f6e\u63d0\u4f9b\u8d44\u91d1\u7684\u7ba1\u9053\u4ee5\u53ca\u5728\u6ce2\u52a8\u52a0\u5267\u65f6\u652f\u6491\u4f53\u7cfb\u7684\u62b5\u62bc\u54c1\u8054\u7cfb\u8d77\u6765\u3002\u592e\u884c\u65b0\u7684\u8c28\u614e\u5e76\u4e0d\u4f1a\u7ed3\u675f AI \u5468\u671f\u3002\u5b83\u6536\u7d27\u4e86\u5bf9\u5931\u8bef\u7684\u5bb9\u5fcd\u5ea6\uff0c\u5e76\u7f29\u77ed\u4e86\u90a3\u4e9b\u5728\u76c8\u5229\u4e4b\u524d\u5c31\u5356\u51fa\u589e\u957f\u7684\u516c\u53f8\u7684\u8dd1\u9053\u3002<\/p>\n

\u503a\u52a1\u662f AI \u57fa\u5efa\u7ade\u8d5b\u7684\u52a9\u71c3\u5242<\/h3>\n

AI \u5728\u6bcf\u4e00\u5c42\u90fd\u8d44\u672c\u5bc6\u96c6\u3002\u6570\u636e\u4e2d\u5fc3\u9700\u8981\u571f\u5730\u3001\u7535\u529b\u3001\u82af\u7247\u3001\u51b7\u5374\u548c\u7f51\u7edc\uff0c\u901f\u5ea6\u4e4b\u5feb\u8d85\u51fa\u591a\u6570\u8d44\u4ea7\u8d1f\u503a\u8868\u53ef\u7528\u73b0\u91d1\u7684\u627f\u53d7\u3002\u8fd9\u5c31\u662f\u4e3a\u4ec0\u4e48\u501f\u8d37\u6210\u4e3a\u4e86\u52a9\u71c3\u5242\uff0c\u4ece\u5e73\u53f0\u516c\u53f8\u7684\u6295\u8d44\u7ea7\u503a\u5238\u5230\u4e3a\u4e13\u4e1a\u8bbe\u65bd\u63d0\u4f9b\u7684\u79c1\u4eba\u4fe1\u8d37\u878d\u8d44\u3002Oracle \u4e00\u76f4\u662f\u4e00\u4e2a\u5178\u578b\u6848\u4f8b\uff0c\u53d1\u884c\u503a\u52a1\u4ee5\u6269\u5c55\u4e91\u4e0e AI \u57fa\u7840\u8bbe\u65bd\u3002\u968f\u7740\u6536\u76ca\u7387\u56de\u5347\u4e14\u53d8\u73b0\u65f6\u95f4\u62c9\u957f\uff0c\u90a3\u4e9b\u503a\u52a1\u5f00\u59cb\u50cf\u98ce\u9669\u5de5\u5177\u800c\u975e\u5927\u578b\u79d1\u6280\u5b89\u5168\u4ee3\u7406\u90a3\u6837\u4ea4\u6613\u3002\u968f\u7740 Oracle \u7684 CDS \u6269\u5927\u548c\u503a\u5238\u4ef7\u683c\u81ea\u5341\u6708\u4ee5\u6765\u5927\u5e45\u4e0b\u8dcc\uff0c\u6295\u8d44\u8005\u5728\u4f20\u9012\u4e00\u4e2a\u4fe1\u53f7\uff1a\u4ed6\u4eec\u8981\u4e48\u770b\u5230\u7ecf\u9a8c\u8bc1\u7684\u73b0\u91d1\u56de\u62a5\uff0c\u8981\u4e48\u9700\u8981\u66f4\u9ad8\u7684\u7968\u606f\u3002\u5982\u679c\u4fe1\u8d37\u7ee7\u7eed\u6536\u7d27\uff0c\u65b0 AI \u9879\u76ee\u7684\u95e8\u69db\u5229\u7387\u4e0a\u5347\uff0c\u53ef\u884c\u7684\u6269\u5efa\u6e05\u5355\u5c06\u7f29\u5c0f\u3002<\/p>\n

Oracle ORCL \u6210\u4e3a AI \u503a\u52a1\u538b\u529b\u7684\u98ce\u5411\u6807<\/h3>\n

Oracle \u7684\u8f6c\u5411\u5f88\u660e\u786e\uff1a\u73b0\u5728\u82b1\u94b1\uff0c\u4e89\u53d6 AI \u5de5\u4f5c\u8d1f\u8f7d\uff0c\u6269\u5927\u4e91\u57fa\u6570\uff0c\u5e76\u7528\u672a\u6765\u73b0\u91d1\u6d41\u507f\u8fd8\u503a\u52a1\u3002\u5f53\u878d\u8d44\u6210\u672c\u8d70\u4f4e\u4e14\u6bcf\u5757\u65b0\u589e GPU \u770b\u8d77\u6765\u50cf\u9501\u5b9a\u7684\u6536\u5165\u6d41\u65f6\uff0c\u8fd9\u4e00\u8d4c\u6ce8\u594f\u6548\u3002\u67d0\u4e9b Oracle \u503a\u5238\u8dcc\u81f3\u7ea6\u6bcf\u7f8e\u5143 65 \u7f8e\u5206\u662f\u73b0\u5b9e\u7684\u8b66\u9192\u3002\u5b83\u8868\u660e\u6295\u8d44\u8005\u4e0d\u518d\u4e3a\u540d\u4e3a AI \u7684\u8d44\u4ea7\u8d1f\u503a\u8868\u6269\u5f20\u63d0\u4f9b\u8c41\u514d\u3002\u4fe1\u7528\u8fdd\u7ea6\u6389\u671f\u7684\u6269\u5927\u4f1a\u4f20\u5bfc\u8d85\u51fa\u5355\u4e00\u53d1\u884c\u4eba\u3002\u5b83\u4f1a\u6ce2\u53ca\u6307\u6570\u57fa\u91d1\u3001\u62b5\u62bc\u54c1\u8981\u6c42\u4ee5\u53ca\u65b0\u53d1\u503a\u7684\u5b9a\u4ef7\u3002\u5982\u679c\u8fd9\u6210\u4e3a\u6a21\u677f\uff0c\u7845\u8c37\u548c\u897f\u96c5\u56fe\u7684\u8463\u4e8b\u4f1a\u5c06\u88ab\u8feb\u91cd\u65b0\u6392\u5e8f\u9879\u76ee\uff0c\u63a8\u8fdf\u8fb9\u9645\u6570\u636e\u4e2d\u5fc3\u5efa\u8bbe\uff0c\u5e76\u4e0e\u8d37\u65b9\u8c08\u5224\u66f4\u82db\u523b\u7684\u6761\u6b3e\u3002ORCL \u73b0\u5728\u662f\u5bf9\u4ee5\u503a\u52a1\u878d\u8d44\u7684 AI \u6a21\u578b\u7684\u5b9e\u65f6\u538b\u529b\u6d4b\u8bd5\u3002<\/p>\n

\u8106\u5f31\u6027\u5ef6\u4f38\u81f3\u79c1\u4eba\u4fe1\u8d37\u4e0e\u56fd\u503a\u5e02\u573a\u7ba1\u9053<\/h3>\n

\u82f1\u683c\u5170\u94f6\u884c\u5e76\u672a\u5c06\u98ce\u9669\u5c40\u9650\u4e8e\u516c\u5f00\u5e02\u573a\u3002\u5b83\u6307\u51fa\u79c1\u4eba\u4fe1\u8d37\u548c\u56fd\u503a\u56de\u8d2d\u5e02\u573a\u7684\u6760\u6746\u6d3b\u52a8\u662f\u5982\u679c\u6ce2\u52a8\u51b2\u51fb\u65f6\u7684\u8584\u5f31\u73af\u8282\u3002\u8fd9\u5bf9 AI \u6765\u8bf4\u5f88\u91cd\u8981\uff0c\u56e0\u4e3a\u79c1\u4eba\u8d37\u65b9\u6df1\u5ea6\u53c2\u4e0e\u4e3a\u4e13\u4e1a\u6570\u636e\u4e2d\u5fc3\u548c\u7535\u529b\u5347\u7ea7\u63d0\u4f9b\u8d44\u91d1\uff0c\u901a\u5e38\u4f7f\u7528\u6d6e\u52a8\u5229\u7387\u7ed3\u6784\u5e76\u5e26\u6709\u4e25\u683c\u5951\u7ea6\u3002\u5229\u7387\u7684\u5c0f\u5e45\u4e0a\u5347\u6216\u5229\u7528\u7387\u7684\u6ce2\u52a8\u53ef\u80fd\u89e6\u53d1\u987a\u5468\u671f\u884c\u4e3a\uff1a\u66f4\u591a\u7684\u8ffd\u52a0\u62b5\u62bc\u3001\u88ab\u8feb\u53bb\u6760\u6746\u4ee5\u53ca\u666e\u904d\u66f4\u9ad8\u7684\u5229\u5dee\u3002\u6b27\u6d32\u653f\u7b56\u5236\u5b9a\u8005\u5bf9\u82f1\u56fd 2022 \u5e74 LDI \u4e8b\u4ef6\u4e2d\u51fa\u73b0\u7684\u62b5\u62bc\u54c1\u538b\u529b\u8bb0\u5fc6\u72b9\u65b0\u3002\u5982\u679c\u4e0e AI \u76f8\u5173\u7684\u878d\u8d44\u9677\u5165\u66f4\u5e7f\u6cdb\u7684\u62b5\u62bc\u54c1\u7d27\u7f29\uff0c\u5373\u4f7f\u662f\u6295\u8d44\u7ea7\u53d1\u884c\u4eba\u4e5f\u53ef\u80fd\u53d1\u73b0\u878d\u8d44\u7a97\u53e3\u5173\u95ed\u3001\u6210\u672c\u98d9\u5347\u3002\u8fd9\u662f\u4ece\u201c\u4f30\u503c\u88ab\u62c9\u9ad8\u201d\u5230\u5b8f\u89c2\u4e8b\u4ef6\u7684\u4f20\u5bfc\u901a\u9053\uff0c\u5b83\u901a\u8fc7\u5e02\u573a\u7ba1\u9053\u8fd0\u884c\uff0c\u800c\u4e0d\u4ec5\u4ec5\u662f\u80a1\u7968\u7b5b\u9009\u5668\u3002<\/p>\n

AI \u786c\u7740\u9646\u5bf9\u80a1\u7968\u4e0e\u82af\u7247\u610f\u5473\u7740\u4ec0\u4e48<\/h3>\n

AI \u7684\u4fee\u6b63\u4e0d\u4ec5\u4ec5\u662f\u5bf9\u5c11\u6570\u4ee3\u7801\u7684\u5934\u6761\u51b2\u51fb\u3002\u5267\u70c8\u7684\u91cd\u65b0\u5b9a\u4ef7\u53ef\u80fd\u4f1a\u6269\u5927\u4fe1\u7528\u5229\u5dee\u3001\u6291\u5236\u53d1\u884c\uff0c\u5e76\u8feb\u4f7f\u6700\u5927\u8ba1\u7b97\u80fd\u529b\u4e70\u5bb6\u524a\u51cf\u8d44\u672c\u5f00\u652f\u3002Microsoft MSFT\u3001Amazon AMZN \u548c Alphabet GOOGL \u5df2\u7ecf\u6307\u5f15\u5230\u521b\u7eaa\u5f55\u7684\u4e91\u4e0e AI \u652f\u51fa\u3002\u5982\u679c\u8d44\u91d1\u6210\u672c\u4e0a\u5347\u4e14\u80a1\u672c\u4e58\u6570\u6536\u7f29\uff0cCFO \u5c06\u5bf9\u9879\u76ee\u8fdb\u884c\u4f18\u5148\u6392\u5e8f\u3002\u8fd9\u5c06\u53cd\u9988\u5230\u4ece Nvidia NVDA \u548c AMD \u5230\u5f00\u5173\u5236\u9020\u5546\u4e0e\u7535\u529b\u8bbe\u5907\u4f9b\u5e94\u5546\u7684\u4f9b\u7ed9\u94fe\u3002\u90a3\u4e9b\u5bc4\u5e0c\u671b\u4e8e\u591a\u5e74\u8d1f\u8f7d\u589e\u957f\u7684\u516c\u7528\u4e8b\u4e1a\u548c\u6570\u636e\u4e2d\u5fc3 REIT \u53ef\u80fd\u4f1a\u770b\u5230\u65f6\u95f4\u8868\u5ef6\u540e\u3002\u7ecf\u5408\u7ec4\u7ec7\u7684\u8b66\u544a\u6b63\u9488\u5bf9\u8fd9\u4e00\u7ea7\u8054\u6548\u5e94\uff1a\u7531\u5e02\u573a\u4e3b\u5bfc\u7684\u653e\u7f13\uff0c\u6e90\u81ea\u5bf9\u77ed\u671f AI \u73b0\u91d1\u56de\u62a5\u9884\u671f\u7684\u8fc7\u5ea6\u4e0a\u8c03\uff0c\u5728\u653f\u7b56\u5229\u7387\u4ecd\u7136\u504f\u7d27\u65f6\u653e\u5927\u4e86\u589e\u957f\u4e0b\u884c\u3002<\/p>\n

\u725b\u5e02\u8bba\u70b9\u4ecd\u957f\u4e45\uff0c\u4f46\u878d\u8d44\u6a21\u5f0f\u5fc5\u987b\u6f14\u8fdb<\/h3>\n

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