{"id":608908,"date":"2025-12-09T05:07:50","date_gmt":"2025-12-09T13:07:50","guid":{"rendered":"https:\/\/nai500.com\/blog\/2025\/12\/ai-nvda-avgo-msft-mrvl-orcl\/"},"modified":"2025-12-09T05:07:50","modified_gmt":"2025-12-09T13:07:50","slug":"ai-nvda-avgo-msft-mrvl-orcl","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/12\/ai-nvda-avgo-msft-mrvl-orcl\/","title":{"rendered":"AI \u82af\u7247\u63a8\u52a8\u884c\u60c5\uff0cNVDA AVGO MSFT MRVL ORCL \u8dc3\u52a8"},"content":{"rendered":"

\u534e\u5c14\u8857\u5728\u8054\u50a8\u524d\u88c5\u4f5c\u7985\u5b9a\uff0c\u79c1\u4e0b\u5374\u50cf\u56de\u5230 2023 \u5e74\u90a3\u6837\u8ffd\u9010 AI \u82af\u7247\u3002\u671f\u8d27\u6301\u5e73\uff0c\u6536\u76ca\u7387\u5728\u5468\u4e00\u8df3\u5347\u540e\u7565\u5fae\u56de\u843d\uff0c\u5e02\u573a\u6700\u7231\u628a\u73a9\u7684\u4e00\u9879\u7231\u597d\u53c8\u56de\u5230\u2014\u2014\u6bcf\u5f53\u534e\u76db\u987f\u6539\u53d8\u89c4\u5219\u5c31\u62c9\u626f AI \u76f8\u5173\u677f\u5757\u3002\u4eca\u5929\u7684\u89c4\u5219\u6539\u53d8\uff1a\u90e8\u5206 Nvidia H200 \u5bf9\u534e\u51fa\u8d27\u83b7\u653e\u884c\u3002\u90a3\u5728\u51e0\u79d2\u949f\u5185\u91cd\u7f6e\u4e86\u82af\u7247\u53d9\u4e8b\uff0c\u5e76\u5438\u8d70\u4e86\u5176\u4ed6\u6240\u6709\u677f\u5757\u7684\u5173\u6ce8\u7a7a\u6c14\u3002<\/p>\n

\u6280\u672f\u80a1\u5728\u8054\u50a8\u51b3\u8bae\u524d\u6210\u4e3a\u7126\u70b9<\/h3>\n

\u5e02\u573a\u5b9a\u4ef7\u9ad8\u6982\u7387\u518d\u964d\u96f6\u70b9\u4e8c\u4e94\u4e2a\u767e\u5206\u70b9\u4e14\u8fd8\u6709\u65b0\u52b3\u52a8\u529b\u6570\u636e\u5f85\u51fa\uff0c\u5438\u5f15\u6ce8\u610f\u529b\u7684\u677f\u5757\u662f\u79d1\u6280\uff0c\u7279\u522b\u662f AI \u57fa\u7840\u8bbe\u65bd\u3002Nvidia \u5728\u4e2d\u56fd\u7684\u8f6c\u6298\u548c\u5173\u4e8e\u8d85\u5927\u89c4\u6a21\u4e91\u5382\u5546\u81ea\u7814\u82af\u7247\u7684\u8ba8\u8bba\u8ba9\u4ea4\u6613\u53f0\u5728\u4f9b\u5e94\u94fe\u4e0a\u7eb7\u7eb7\u62a5\u4e70\u5355\u6216\u6253\u5356\u76d8\u3002\u80fd\u6e90\u4e5f\u6709\u81ea\u5df1\u7684\u620f\u7801\uff0c\u5929\u7136\u6c14\u5927\u5e45\u56de\u843d\uff0c\u4f46\u6210\u4ea4\u91cf\u548c\u5934\u6761\u70ed\u5ea6\u5c5e\u4e8e\u534a\u5bfc\u4f53\u53ca\u5176\u6700\u5927\u5ba2\u6237\u3002<\/p>\n

1. Nvidia NVDA \u2014 \u4e2d\u56fd\u82af\u7247\u6682\u7f13\u9650\u5236\u91cd\u7f6e\u53d9\u4e8b<\/h3>\n

\u5173\u6ce8\u70b9\uff1a\u5f53\u5c40\u6279\u51c6\u5141\u8bb8 Nvidia \u6062\u590d\u5411\u4e2d\u56fd\u51fa\u53e3\u90e8\u5206 H200 AI \u82af\u7247\uff0c\u91cd\u65b0\u6253\u5f00\u4e86\u6295\u8d44\u8005\u5927\u591a\u5df2\u653e\u5f03\u7684\u5e02\u573a\u3002\u90a3\u5bf9 AI \u52a0\u901f\u5668\u4e4b\u738b\u6765\u8bf4\u662f\u9700\u6c42\u751f\u547d\u7ebf\uff0c\u5bf9\u62bc\u6ce8\u4e0b\u8dcc\u8005\u6765\u8bf4\u662f\u60c5\u7eea\u51b2\u51fb\u3002\u4ea4\u6613\u7279\u5f81\uff1a\u80a1\u4ef7\u5728\u65e9\u76d8\u4e0a\u6da8\u7ea6 2%\uff0c\u5373\u4fbf\u671f\u8d27\u56de\u843d\u4ecd\u7ef4\u6301\u5f3a\u52bf\u3002\u6d41\u52a8\u6027\u4ecd\u5c5e\u4e00\u6d41\uff0c\u671f\u6743\u8d44\u91d1\u6d41\u5411\u504f\u5411\u591a\u5934\uff0c\u56e0\u4e3a\u5934\u6761\u98ce\u9669\u518d\u6b21\u5411 Nvidia \u503e\u659c\u3002\u5173\u952e\u7ed3\u8bba\uff1a\u90e8\u5206\u5bf9\u534e\u91cd\u542f\u964d\u4f4e\u4e86\u5173\u4e8e\u51fa\u53e3\u9650\u5236\u7684\u5c3e\u90e8\u98ce\u9669\uff0c\u5e76\u652f\u6301 2025 \u5e74\u7684\u51fa\u8d27\u80fd\u89c1\u5ea6\u3002\u8b66\u793a\u5728\u4e8e\u8303\u56f4\u4e0e\u6267\u884c\u529b\u5ea6\u3002\u5982\u679c\u89c4\u5219\u4fdd\u6301\u72ed\u7a84\uff0c\u4f9b\u5e94\u5c06\u88ab\u914d\u7ed9\uff0c\u5b9a\u4ef7\u6743\u7ef4\u6301\u3002\u5982\u679c\u5927\u95e8\u8fdb\u4e00\u6b65\u653e\u5f00\uff0c\u9500\u91cf\u4e0a\u5347\u4f46\u7a00\u7f3a\u6ea2\u4ef7\u6d88\u9000\u3002\u65e0\u8bba\u5982\u4f55\uff0cAI \u5efa\u8bbe\u4e0d\u4f1a\u56e0\u4e3a\u8054\u50a8\u6682\u505c\u5c31\u505c\u6ede\u3002<\/p>\n

2. Broadcom AVGO \u2014 \u8d22\u62a5\u98ce\u9669\u9047\u4e0a\u5b9a\u5236\u7845\u7247\u70ed\u6f6e<\/h3>\n

\u5173\u6ce8\u70b9\uff1a\u8d22\u62a5\u5c06\u516c\u5e03\uff0c\u534e\u5c14\u8857\u5728\u91cd\u65b0\u8bc4\u4f30 Broadcom \u5728\u5b9a\u5236 AI \u82af\u7247\u4e89\u593a\u6218\u4e2d\u7684\u89d2\u8272\u3002\u5173\u4e8e Microsoft \u6b63\u5728\u8ba8\u8bba\u6269\u5927\u4e0e Broadcom \u5728\u5b9a\u5236\u7845\u7247\u4e0a\u7684\u5408\u4f5c\u7684\u62a5\u9053\u6dfb\u4e86\u67f4\uff0c\u628a AVGO \u63a8\u5230\u8d85\u5927\u89c4\u6a21\u5382\u5546\u8d44\u672c\u652f\u51fa\u53d9\u4e8b\u7684\u4e2d\u5fc3\u3002\u4ea4\u6613\u7279\u5f81\uff1a\u5728\u53cc\u5411\u5934\u6761\u4e0b\u80a1\u4ef7\u6d3b\u8dc3\u4ea4\u6613\uff0c\u6295\u8d44\u8005\u5728\u7f51\u7edc\u8bbe\u5907\u3001\u5b9a\u5236 ASIC \u4e0e\u8f6f\u4ef6\u5bf9\u5229\u6da6\u7387\u8d21\u732e\u4e4b\u95f4\u8fdb\u884c\u4e09\u89d2\u8861\u91cf\u3002\u8fd9\u662f\u5178\u578b\u7684\u4e8b\u4ef6\u8bbe\u5b9a\uff1a\u9ad8\u9884\u671f\u3001\u771f\u5b9e\u589e\u957f\u3001\u5bf9\u6307\u5f15\u4e25\u683c\u628a\u63a7\u3002\u5173\u952e\u7ed3\u8bba\uff1a\u5982\u679c\u8d85\u5927\u89c4\u6a21\u5382\u5546\u66f4\u503e\u5411\u4e8e\u5185\u90e8\u8bbe\u8ba1\u82af\u7247\uff0cBroadcom \u4f5c\u4e3a\u5236\u9020\u548c\u8bbe\u8ba1\u5408\u4f5c\u4f19\u4f34\u5728\u7ed3\u6784\u4e0a\u5177\u6709\u4f18\u52bf\u3002\u8fd9\u652f\u6301\u6bd4\u7eaf\u5546\u7528\u7845\u7247\u66f4\u9ecf\u6027\u7684\u6536\u5165\u57fa\u7840\u3002\u5173\u6ce8\u4ea7\u54c1\u7ec4\u5408\u548c\u81ea\u7531\u73b0\u91d1\u6d41\u8f6c\u6362\u3002\u597d\u6d88\u606f\u5df2\u88ab\u8ba1\u4ef7\uff1b\u5bf9 AI \u7f51\u7edc\u6216\u5b9a\u5236\u6269\u4ea7\u6301\u8c28\u614e\u6307\u5f15\u5c06\u8fc5\u901f\u4f20\u64ad\u3002<\/p>\n

3. Microsoft MSFT \u2014 \u8d85\u5927\u89c4\u6a21\u5382\u5546\u5b9e\u529b\u6539\u53d8\u4f9b\u5e94\u5546\u683c\u5c40<\/h3>\n

\u5173\u6ce8\u70b9\uff1a\u636e\u62a5 Microsoft \u6b63\u5728\u63a2\u8ba8\u4e0e Broadcom \u6269\u5927\u5b9a\u5236 AI \u82af\u7247\u5408\u4f5c\uff0c\u8fd9\u4e00\u4e3e\u52a8\u5728\u91cd\u5851\u5176\u4f9b\u5e94\u5546\u5730\u56fe\u7684\u540c\u65f6\u5f3a\u5316\u4e86\u591a\u4f9b\u5e94\u5546\u7b56\u7565\u3002\u516c\u53f8\u7684\u81ea\u7814\u7845\u7247\u52aa\u529b\u4e0d\u4f1a\u4e00\u591c\u4e4b\u95f4\u53d6\u4ee3 Nvidia\uff0c\u4f46\u786e\u5b9e\u6539\u53d8\u4e86\u8bae\u4ef7\u80fd\u529b\u548c\u957f\u671f\u6210\u672c\u66f2\u7ebf\u3002\u4ea4\u6613\u7279\u5f81\uff1a\u5728\u8054\u50a8\u80cc\u666f\u4e0b\u80a1\u4ef7\u57fa\u672c\u65e0\u660e\u663e\u53d8\u5316\uff0c\u8fd9\u5728\u4ee5\u5b8f\u89c2\u4e3a\u4e3b\u7684\u65e5\u5b50\u5f88\u5e38\u89c1\uff0c\u4f46\u5b83\u5374\u5360\u636e\u4e86\u65b0\u95fb\u6d41\u3002\u6210\u4ea4\u91cf\u7a33\u5065\u800c\u975e\u72c2\u70ed\uff0c\u8868\u660e\u7ec4\u5408\u7ecf\u7406\u5728\u5fae\u8c03\u5934\u5bf8\u800c\u975e\u51b2\u523a\u5f0f\u4ea4\u6613\u3002\u5173\u952e\u7ed3\u8bba\uff1a\u5b9a\u5236\u7845\u7247\u4e0d\u662f\u4e3a\u4e86\u9762\u5b50\uff0c\u800c\u662f\u4e3a\u4e86\u89c4\u6a21\u5316\u4e0b\u7684\u5229\u6da6\u7387\u548c\u63a7\u5236\u6743\u3002\u5bf9\u6295\u8d44\u8005\u800c\u8a00\uff0c\u98ce\u9669\u4e0d\u662f Microsoft \u660e\u5929\u653e\u5f03 Nvidia\uff1b\u98ce\u9669\u5728\u4e8e\u4f18\u9009\u5408\u4f5c\u4f19\u4f34\u53d1\u751f\u53d8\u5316\uff0c\u4e8c\u7ebf\u4f9b\u5e94\u5546\u4e89\u593a\u63d2\u69fd\u3002\u8d44\u672c\u652f\u51fa\u6307\u5f15\u548c AI \u5de5\u4f5c\u8d1f\u8f7d\u589e\u957f\u4ecd\u9a71\u52a8\u80a1\u4ef7\uff1b\u4f9b\u5e94\u94fe\u653f\u6cbb\u662f\u653e\u5927\u5668\uff0c\u800c\u975e\u6838\u5fc3\u8bba\u70b9\u3002<\/p>\n

4. Marvell Technology MRVL \u2014 \u5b9a\u5236\u82af\u7247\u4f20\u8a00\u4e2d\u7684\u8fde\u5e26\u635f\u4f24<\/h3>\n

\u5173\u6ce8\u70b9\uff1a\u5728 Microsoft-Broadcom \u82af\u7247\u5408\u4f5c\u4f20\u8a00\u540e\uff0cMarvell \u80a1\u4ef7\u5927\u5e45\u4e0b\u632b\uff0c\u62c5\u5fe7\u5176\u53ef\u80fd\u5728\u67d0\u4e9b\u52a0\u901f\u5668\u6216\u5b9a\u5236\u8bbe\u8ba1\u4e2d\u5931\u53bb\u4efd\u989d\u3002\u8d85\u5927\u89c4\u6a21\u5382\u5546\u4e00\u65e6\u201c\u54b3\u55fd\u201d\uff0c\u5176\u4f9b\u5e94\u5546\u5c31\u4f1a\u611f\u5192\u3002\u4ea4\u6613\u7279\u5f81\uff1a\u80a1\u4ef7\u5728\u9ad8\u6210\u4ea4\u91cf\u4e0b\u4e0b\u6ed1\u9ad8\u4e2a\u4f4d\u6570\uff0c\u56de\u5410\u4e86\u90e8\u5206\u8fd1\u671f\u6da8\u5e45\u3002\u9022\u4f4e\u4e70\u76d8\u6709\u6240\u8bd5\u63a2\uff0c\u4f46\u4e70\u5356\u6302\u5355\u504f\u5411\u5356\u65b9\uff0c\u56e0\u4e3a\u53d9\u4e8b\u4ece\u53ef\u9009\u6027\u8f6c\u5411\u7ade\u4e89\u3002\u5173\u952e\u7ed3\u8bba\uff1aMarvell \u7684\u957f\u671f\u6545\u4e8b\u4ecd\u4e0e\u4e91\u30015G \u4e0e\u5b9a\u5236\u7845\u7247\u76f8\u5173\uff0c\u4f46\u8d85\u5927\u89c4\u6a21\u5382\u5546\u7684\u8bbe\u8ba1\u80dc\u5229\u5177\u6709\u4e8c\u5143\u6027\u548c\u4e0d\u5747\u5300\u6027\u3002\u5728\u6ca1\u6709\u5bf9\u5373\u5c06\u5230\u6765\u7684\u9879\u76ee\u7ed9\u4e88\u5177\u4f53\u80fd\u89c1\u5ea6\u7684\u60c5\u51b5\u4e0b\uff0c\u80a1\u4ef7\u6210\u4e3a\u5bf9\u8c01\u5728\u5185\u3001\u8c01\u88ab\u6392\u9664\u4ee5\u53ca\u8c01\u5728\u7b49\u5f85\u4e0b\u4e00\u4e2a\u6d41\u7247\u7684\u60c5\u7eea\u6307\u6807\u3002\u82e5\u8bbe\u8ba1\u4efd\u989d\u53d1\u751f\u53d8\u5316\uff0c\u6295\u8d44\u8005\u5e94\u8981\u6c42\u5bf9\u5b9a\u5236\u7ba1\u7ebf\u548c\u5229\u6da6\u7387\u7a33\u5b9a\u6027\u7684\u660e\u786e\u8bf4\u660e\u3002<\/p>\n

5. Oracle ORCL \u2014 AI \u57fa\u7840\u8bbe\u65bd\u6536\u5165\u53ef\u89c1\u6027<\/h3>\n

\u5173\u6ce8\u70b9\uff1aOracle \u672c\u5468\u8d22\u62a5\u5c06\u516c\u5e03\uff0c\u6295\u8d44\u8005\u5e0c\u671b\u770b\u5230\u4e0a\u5b63\u5ea6\u5173\u4e8e AI \u9884\u8ba2\u7684\u8ba8\u8bba\u80fd\u5426\u8f6c\u5316\u4e3a\u6536\u5165\u3001\u672a\u5b8c\u6210\u8ba2\u5355\u548c\u66f4\u5b9e\u5728\u7684\u4e91\u589e\u957f\u3002\u516c\u53f8\u5df2\u5c06\u81ea\u5df1\u5b9a\u4f4d\u4e8e AI \u57fa\u7840\u8bbe\u65bd\u9700\u6c42\uff0c\u5305\u62ec\u6258\u7ba1\u5927\u91cf GPU \u96c6\u7fa4\u7684\u5408\u4f5c\uff0c\u8fd9\u628a\u5176\u4e91\u53d9\u4e8b\u63a8\u5230\u805a\u5149\u706f\u4e0b\u3002\u4ea4\u6613\u7279\u5f81\uff1a\u5728\u8d22\u62a5\u524d\u80a1\u4ef7\u6d3b\u8dc3\uff0c\u4ea4\u6613\u8005\u4e3a\u4e0e\u4e91\u57fa\u7840\u8bbe\u65bd\u6307\u5f15\u548c\u4efb\u4f55 AI \u76f8\u5173\u672a\u5b8c\u6210\u8ba2\u5355\u66f4\u65b0\u76f8\u5173\u7684\u6ce2\u52a8\u505a\u4ed3\u4f4d\u3002\u56f4\u7ed5\u4e1a\u7ee9\u7684\u6ce2\u52a8\u5728\u6b64\u5e38\u89c1\uff0c\u5982\u679c\u9884\u8ba2\u672a\u8fbe\u9884\u671f\uff0c\u5373\u4fbf\u6bcf\u80a1\u6536\u76ca\u8fbe\u6807\uff0c\u4ed3\u4f4d\u4e5f\u4f1a\u8fc5\u901f\u53cd\u8f6c\u3002\u5173\u952e\u7ed3\u8bba\uff1a\u8fd9\u662f\u4e00\u4e2a\u201c\u7ed9\u6211\u770b\u201d\u5b63\u3002\u6bcf\u80a1\u6536\u76ca\u91cd\u8981\uff0c\u4f46\u6295\u8d44\u8005\u4f1a\u5173\u6ce8\u9884\u8ba2\u91cf\u3001\u5269\u4f59\u5c65\u7ea6\u4e49\u52a1\u53ca AI \u5ba2\u6237\u662f\u5426\u5c06\u8bd5\u70b9\u70ed\u60c5\u8f6c\u5316\u4e3a\u5b9e\u9645\u627f\u8bfa\u5f00\u652f\u3002\u5982\u679c Oracle \u4e91\u5185\u90e8\u7684 AI \u9700\u6c42\u662f\u771f\u5b9e\u7684\uff0c\u7ecf\u8425\u6760\u6746\u4f1a\u5f88\u5feb\u663e\u73b0\u3002\u5426\u5219\uff0c\u4f30\u503c\u500d\u6570\u4f1a\u671d\u9519\u8bef\u7684\u65b9\u5411\u8c03\u6574\u3002<\/p>\n

\u5b8f\u89c2\u4ecd\u662f\u540c\u4e00\u51fa\u821e\u53f0\u5267\uff0c\u53ea\u662f\u706f\u5149\u7a0d\u6709\u4e0d\u540c\u3002\u964d\u606f\u6982\u7387\u5360\u4f18\uff0c\u4f46\u5e02\u573a\u5728\u542c\u653f\u7b56\u5236\u5b9a\u8005\u662f\u5426\u5bf9\u5728 12 \u6708\u4e00\u6b21\u504f\u9e70\u6d3e\u7684\u964d\u606f\u540e\uff0c\u613f\u610f\u5728\u660e\u5e74\u7ee7\u7eed\u6307\u5f15\u66f4\u5bbd\u677e\u8def\u5f84\u3002\u5341\u5e74\u671f\u6536\u76ca\u7387\u5468\u4e00\u5f39\u5347\u81f3\u4e24\u4e2a\u6708\u9ad8\u70b9\uff0c\u4eca\u65e5\u7565\u6709\u56de\u843d\uff0c\u5c31\u4e1a\u6570\u636e\u7684\u51fa\u7089\u6070\u597d\u8ba9\u6bcf\u4e2a\u4eba\u81ea\u89c9\u806a\u660e\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u5f53\u5b8f\u89c2\u8d70\u5411\u5e73\u9759\u3001\u653f\u7b56\u6c89\u9ed8\u65f6\uff0c\u884c\u60c5\u7167\u4f8b\u4f1a\u53bb\u5bfb\u627e\u6700\u54cd\u4eae\u7684\u6545\u4e8b\u5e76\u628a\u58f0\u97f3\u8c03\u5927\u3002<\/p>\n

\u91cd\u8981\u7684\u662f AI \u5806\u6808\u5982\u4f55\u91cd\u65b0\u5206\u914d\u5229\u6da6\u6c60\u3002Nvidia \u521a\u521a\u83b7\u5f97\u4e86\u4e00\u4e2a\u53ef\u80fd\u5177\u6709\u5b9e\u8d28\u610f\u4e49\u7684\u4e2d\u56fd\u5229\u597d\u3002Broadcom \u88ab\u5b9a\u4f4d\u4e3a\u5e0c\u671b\u62e5\u6709\u81ea\u6709\u201c\u6b66\u5668\u201d\u7684\u5ba2\u6237\u7684\u519b\u706b\u5546\u3002Microsoft \u5728\u5c55\u793a\u5176\u89c4\u6a21\uff0c\u8fd9\u5c06\u6324\u538b\u4e00\u4e9b\u4f9b\u5e94\u5546\u5e76\u8d4b\u80fd\u53e6\u4e00\u4e9b\u3002Marvell \u5f97\u5230\u63d0\u9192\uff1a\u53ef\u9009\u6027\u6709\u65f6\u662f\u53cc\u5203\u5251\u3002Oracle \u9700\u8981\u628a AI \u7092\u4f5c\u8f6c\u6362\u4e3a\u73b0\u91d1\u6d41\u6570\u5b66\u3002\u8fd9\u4e0d\u662f\u6ce1\u6cab\u573a\u666f\uff0c\u800c\u662f\u8ba1\u7b97\u9886\u57df\u7684\u65b0\u4ea7\u4e1a\u653f\u7b56\u3002<\/p>\n

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

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