{"id":620935,"date":"2026-02-18T04:03:58","date_gmt":"2026-02-18T12:03:58","guid":{"rendered":"https:\/\/nai500.com\/blog\/2026\/02\/tech-nvda-sndk-amzn-fsly-wdc\/"},"modified":"2026-02-18T04:03:58","modified_gmt":"2026-02-18T12:03:58","slug":"tech-nvda-sndk-amzn-fsly-wdc","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/02\/tech-nvda-sndk-amzn-fsly-wdc\/","title":{"rendered":"Tech \u6700\u6d3b\u8dc3\uff1aNVDA\u3001SNDK\u3001AMZN\u3001FSLY\u3001WDC"},"content":{"rendered":"

\u9022\u4f4e\u4e70\u76d8\u51fa\u73b0\uff0cAI \u6050\u614c\u5598\u4e86\u53e3\u6c14\u3002\u671f\u8d27\u56de\u5347\uff0c\u9ec4\u91d1\u53cd\u5f39\uff0c\u6ce2\u52a8\u7387\u964d\u6e29\uff0c\u5730\u7403\u4e0a\u6700\u62e5\u6324\u7684\u4ea4\u6613\u2014\u2014\u5927\u578b\u79d1\u6280\u53ca\u5176\u751f\u6001\u2014\u2014\u91cd\u593a\u821e\u53f0\u3002\u5728\u8fc7\u53bb\u516b\u5c0f\u65f6\u91cc\uff0c\u79d1\u6280\u677f\u5757\u638c\u8235\uff0c\u5c11\u6570\u51e0\u4e2a\u4ee3\u7801\u5438\u8d70\u4e86\u5927\u90e8\u5206\u6d41\u52a8\u6027\u548c\u5934\u6761\u3002<\/p>\n

\u79d1\u6280\u9886\u6da8\uff0cAI \u7d27\u5f20\u60c5\u7eea\u7f13\u548c<\/h3>\n

\u5f53 AI \u4ea4\u6613\u4e0d\u518d\u8fc7\u5ea6\u6050\u614c\uff0c\u8d44\u91d1\u5c31\u4f1a\u6ed1\u56de\u82af\u7247\u3001\u4e91\u4ee5\u53ca\u652f\u6491\u4e24\u8005\u7684\u57fa\u7840\u8bbe\u65bd\u3002Nvidia \u4ecd\u7136\u4e3a\u98ce\u9669\u5b9a\u97f3\uff0c\u4f46\u5b58\u50a8\u548c\u8fb9\u7f18\u65b9\u5411\u4e5f\u5f3a\u52bf\u8fdb\u5165\u8ba8\u8bba\u3002\u5de8\u5934\u699c\u5355\u63d0\u9192\u5927\u5bb6\u8c01\u5728\u8fd9\u4e2a\u5e02\u573a\u91cc\u638c\u63e1\u7740\u6c27\u6c14\u2014\u2014Nvidia\u3001Apple\u3001Alphabet\u3001Amazon\u3001Microsoft\u2014\u2014\u540c\u65f6\u4e00\u4e9b\u5feb\u6da8\u80a1\u4e5f\u8ba9\u52a8\u91cf\u4ea4\u6613\u8005\u4fdd\u6301\u5174\u8da3\u3002\u4eca\u5929\u7684\u7ed3\u8bba\u5f88\u6e05\u6670\uff1a\u79d1\u6280\u662f\u6700\u6d3b\u8dc3\u7684\u677f\u5757\uff0c\u8fd9\u4e94\u53ea\u80a1\u7968\u9a71\u52a8\u4e86\u8d44\u91d1\u6d41\u3001\u53d9\u4e8b\uff0c\u6216\u4e24\u8005\u517c\u5177\u3002<\/p>\n

\u4eca\u65e5\u79d1\u6280\u677f\u5757\u6700\u6d3b\u8dc3\u4e94\u53ea\u80a1\u7968<\/h3>\n

1. Nvidia NVDA – AI \u98ce\u5411\u6807\u8d8b\u4e8e\u7a33\u5b9a\uff0c\u4e70\u65b9\u56de\u5f52\u3002\u5e02\u573a\u4e0d\u518d\u628a\u6bcf\u6761 AI \u5934\u6761\u90fd\u5f53\u6210\u706b\u8b66\uff0c\u8fd9\u8db3\u4ee5\u4e3a\u8fd9\u4f4d\u9020\u738b\u8005\u6491\u4f4f\u4e70\u76d8\u3002\u80a1\u4ef7\u4eca\u65e5\u4e0a\u6da8\u7ea6 2%\uff0c\u5f98\u5f8a\u5728 180 \u591a\u7f8e\u5143\u9ad8\u4f4d\uff0c\u5e02\u503c\u5728 4 \u4e07\u591a\u4ebf\u7f8e\u5143\u533a\u95f4\u3002\u4ea4\u6613\u7279\u5f81\u2014\u2014\u6df1\u5ea6\u6d41\u52a8\u6027\u3001\u70b9\u5dee\u7d27\u3001\u671f\u6743\u6210\u4ea4\u91cf\u5e38\u5e74\u6d3b\u8dc3\u3002\u76d8\u4e2d\u6ce2\u5e45\u8f83\u8fd1\u671f\u6df7\u4e71\u65f6\u671f\u6536\u7a84\uff0c\u4f46\u5b9e\u73b0\u6ce2\u52a8\u7387\u4ecd\u7136\u504f\u9ad8\u3002\u8981\u70b9\u2014\u2014NVDA \u4ecd\u662f AI \u98ce\u9669\u7684\u5f00\u5173\u3002\u82e5\u884c\u60c5\u5e73\u9759\u4e14\u4e70\u76d8\u56de\u5f52\uff0c\u8fd9\u91cc\u662f\u9996\u9009\u53bb\u5904\u30022% \u7684\u5c0f\u5e45\u4e0a\u626c\u5728\u8fd9\u91cc\u662f\u566a\u97f3\uff0c\u4f46\u5176\u4f20\u9012\u7684\u4fe1\u53f7\u91cd\u8981\u2014\u2014\u9664\u975e\u51fa\u73b0\u65b0\u7684\u53d9\u4e8b\u51b2\u51fb\uff0c\u5426\u5219\u5e02\u573a\u503e\u5411\u4e8e\u66f4\u9ad8\u3002<\/p>\n

2. SanDisk SNDK – \u52a8\u91cf\u964d\u6e29\uff0c\u589e\u957f\u6545\u4e8b\u4f9d\u65e7\uff0c\u4ea4\u6613\u8005\u8c03\u6574\u4ed3\u4f4d\u3002\u5728\u7ecf\u5386\u4e00\u6ce2\u7531\u95ea\u5b58\u5b9a\u4ef7\u5f3a\u52b2\u548c\u771f\u5b9e\u7ecf\u8425\u6760\u6746\u9a71\u52a8\u7684\u70ed\u6da8\u540e\uff0cSNDK \u7ec8\u4e8e\u906d\u9047\u83b7\u5229\u56de\u5410\uff0c\u8dcc\u7ea6 2.3%\uff0c\u81f3\u7ea6 577\u3002\u5373\u4fbf\u5982\u6b64\uff0c\u5b83\u4ecd\u767b\u4e0a\u6700\u6d3b\u8dc3\u699c\u5355\uff0c\u56e0\u4e3a\u6295\u8d44\u8005\u559c\u6b22\u5728\u73b0\u91d1\u751f\u6210\u826f\u597d\u7684\u6545\u4e8b\u91cc\u62bc\u6ce8\u9ad8\u8d1d\u5854\u6ce2\u52a8\u3002\u4ea4\u6613\u7279\u5f81\u2014\u2014\u6bd4\u5de8\u5934\u70b9\u5dee\u66f4\u5bbd\uff0c\u6362\u624b\u5feb\u901f\uff0c\u5bf9\u5b58\u50a8\u5b9a\u4ef7\u4e0e\u4ea7\u80fd\u7684\u4efb\u4f55\u65b0\u95fb\u90fd\u654f\u611f\u3002\u589e\u957f\u6307\u6807\u4ecd\u7136\u5f3a\u52b2\u2014\u2014\u8425\u6536\u548c\u76c8\u5229\u589e\u957f\u5411\u597d\uff0c\u8fd9\u5c31\u662f\u4e3a\u4ec0\u4e48\u4e0b\u8dcc\u4f1a\u5438\u5f15\u5feb\u94b1\u3002\u8981\u70b9\u2014\u2014\u9884\u671f\u5df2\u7ecf\u5f88\u91cd\uff0c\u6240\u4ee5\u4f60\u4e70\u7684\u662f\u56de\u8c03\uff0c\u800c\u4e0d\u662f\u72c2\u70ed\u3002\u5b58\u50a8\u5468\u671f\u770b\u8d77\u6765\u5177\u6709\u5efa\u8bbe\u6027\u4e14\u516c\u53f8\u5728\u6267\u884c\uff0c\u4f46\u5728\u5982\u6b64\u6613\u53d8\u7684\u884c\u60c5\u4e2d\uff0c\u4ed3\u4f4d\u63a7\u5236\u51b3\u5b9a\u4f60\u662f\u6709\u4fe1\u5ff5\u8fd8\u662f\u81ea\u8d1f\u3002<\/p>\n

3. Amazon AMZN – \u4e91\u7aef\u987a\u98ce\u52a0\u4e0a\u96f6\u552e\u97e7\u6027\uff0c\u884c\u60c5\u70b9\u5934\u8ba4\u53ef\u3002\u80a1\u4ef7\u6da8\u7ea6 1.6%\uff0c\u903c\u8fd1 204 \u7f8e\u5143\uff0c\u6295\u8d44\u8005\u5728 AI \u6050\u614c\u6d88\u9000\u540e\u91cd\u65b0\u914d\u7f6e\u5230\u9632\u5b88\u6027\u7684\u5927\u76d8\u6210\u957f\u80a1\u3002\u5173\u6ce8\u70b9\u5f88\u76f4\u767d\u2014\u2014AWS \u4e0e\u4f01\u4e1a AI \u5de5\u4f5c\u8d1f\u8f7d\u6709\u76f4\u63a5\u901a\u8def\uff0c\u4e14\u6d88\u8d39\u9700\u6c42\u5e76\u672a\u5d29\u584c\u3002\u4ea4\u6613\u7279\u5f81\u2014\u2014\u5de8\u91cf\u8ba2\u5355\u8584\u3001\u901a\u8fc7\u4fe1\u6258\u53ef\u83b7\u5ec9\u4ef7\u878d\u8d44\uff0c\u673a\u5668\u5728\u6bcf\u4e2a\u534a\u7f8e\u5143\u4e0a\u90fd\u6709\u53c2\u4e0e\u3002\u671f\u6743\u6d41\u504f\u5411\u7a33\u5065\u7684\u8ba4\u8d2d\u5934\u5bf8\u6784\u5efa\uff0c\u800c\u975e\u82af\u7247\u80a1\u5e38\u89c1\u7684\u4f3d\u739b\u75c9\u631b\u3002\u8981\u70b9\u2014\u2014\u5f53\u5e02\u573a\u60f3\u8981\u6210\u957f\u4f46\u4e0d\u60f3\u8981\u620f\u5267\u6027\u6ce2\u52a8\u65f6\uff0cAMZN \u662f\u9996\u9009\u843d\u811a\u70b9\u3002\u4e91\u7aef\u52a0\u4e0a\u6d88\u8d39\u4e24\u7aef\u6760\u6746\u594f\u6548\u3002\u5982\u679c\u66f4\u5e7f\u6cdb\u7684\u79d1\u6280\u6301\u7eed\u83b7\u5f97\u4e70\u76d8\uff0c\u8fd9\u4f9d\u7136\u662f\u4f4e\u6094\u9519\u7684\u914d\u7f6e\uff0c\u5176\u589e\u91cf\u4e0a\u884c\u53d6\u51b3\u4e8e AWS \u5728 AI \u53d8\u73b0\u8282\u594f\u4e0a\u5bf9\u5229\u6da6\u7387\u7684\u5f71\u54cd\u3002<\/p>\n

4. Fastly FSLY – \u52a8\u91cf\u5438\u91d1\u4f53\uff0c\u5c3d\u7ba1\u6709\u5751\u4ecd\u5438\u5f15\u8d44\u91d1\u3002\u6210\u4e3a\u672c\u6708\u6da8\u5e45\u8d85\u8fc7 90% \u7684\u9f99\u5934\u4f1a\u5e26\u6765\u5173\u6ce8\u3002Fastly \u4f4d\u4e8e\u8fb9\u7f18\u4ea4\u4ed8\u4e0e\u5f00\u53d1\u8005\u5fc3\u667a\u4efd\u989d\u7684\u4ea4\u6c47\u5904\uff0c\u8fd9\u610f\u5473\u7740\u5f53\u4ea4\u6613\u8005\u6e34\u671b\u5bf9 AI \u76f8\u5173\u6d41\u91cf\u7684\u57fa\u7840\u8bbe\u65bd\u6709\u6240\u66b4\u9732\u65f6\uff0c\u4ed6\u4eec\u4f1a\u6293\u4f4f\u8d70\u5f3a\u7684\u6807\u7684\u3002\u4eca\u5929\u5373\u4fbf\u6ca1\u6709\u8f70\u52a8\u6027\u65b0\u95fb\uff0c\u4e5f\u5e26\u6765\u4e86\u65b0\u5173\u6ce8\u548c\u66f4\u91cd\u7684\u6210\u4ea4\u91cf\u3002\u4ea4\u6613\u7279\u5f81\u2014\u2014\u9ad8\u8d1d\u5854\u3001\u6d41\u52a8\u6027\u5c0f\u4e8e\u5de8\u5934\u3001\u65f6\u6709\u62e5\u6324\u7684\u7a7a\u5934\u5229\u606f\uff0c\u4ee5\u53ca\u80fd\u8ba9\u8001\u7ec3\u4ea4\u6613\u8005\u90fd\u611f\u5230\u5fc3\u8df3\u52a0\u901f\u7684\u6324\u538b\u3002\u8981\u70b9\u2014\u2014\u8fd9\u662f\u4ea4\u6613\u8005\u7684\u80a1\u7968\u3002\u5c0a\u91cd\u8d8b\u52bf\u4f46\u79df\u7528\u5f0f\u6301\u4ed3\u3002\u5982\u679c\u5728\u8fd9\u91cc\u8ffd\u6da8\uff0c\u8bbe\u7f6e\u4f60\u771f\u6b63\u4fe1\u4efb\u7684\u6b62\u635f\u3002\u6267\u884c\u4e0a\u7684\u8fdb\u5c55\u662f\u771f\u5b9e\u7684\uff0c\u4f46\u672c\u6708\u4f30\u503c\u7684\u4e0a\u6da8\u8fdc\u5feb\u4e8e\u57fa\u672c\u9762\u3002\u52a8\u91cf\u5e26\u6765\u6536\u76ca\u7684\u540c\u65f6\uff0c\u4e5f\u4f1a\u5728\u4e0b\u4e00\u6b21\u56de\u6863\u4e2d\u5c06\u8d44\u91d1\u91cd\u65b0\u5206\u914d\u7ed9\u6709\u8010\u5fc3\u7684\u4eba\u3002<\/p>\n

5. Western Digital WDC – \u5b58\u50a8\u5468\u671f\u4fe1\u53f7\u4fdd\u6301\u660e\u4eae\uff0c\u8054\u52a8\u6548\u5e94\u91cd\u8981\u3002WDC \u5728\u4e8c\u6708\u56e0\u6708\u521d\u7684\u6025\u6da8\u8d62\u5f97\u4e86\u5173\u6ce8\uff0c\u4eca\u5929\u534a\u5bfc\u4f53\u76f8\u5173\u8f6e\u52a8\u4f7f\u5176\u7ee7\u7eed\u53d7\u5173\u6ce8\u3002\u9a71\u52a8\u56e0\u7d20\u4e0d\u590d\u6742\u2014\u2014\u95ea\u5b58\u4e0e HDD \u4ef7\u683c\u6539\u5584\u3001\u5e93\u5b58\u66f4\u7406\u6027\uff0c\u4ee5\u53ca\u540c\u7c7b\u95ea\u5b58\u516c\u53f8\u8d70\u5f3a\u5e26\u6765\u7684\u4f20\u5bfc\u6548\u5e94\u3002\u4ea4\u6613\u7279\u5f81\u2014\u2014\u5468\u671f\u6027\u5f3a\uff0c\u4f9b\u5e94\u66f4\u65b0\u548c\u5e73\u5747\u552e\u4ef7\uff08ASP\uff09\u8bdd\u9898\u5e26\u6765\u8df3\u7a7a\u98ce\u9669\uff0c\u4f46\u673a\u6784\u6027\u8d44\u91d1\u559c\u6b22\u8fd9\u7c7b\u5468\u671f\u7b97\u672f\u3002\u70b9\u5dee\u53ef\u63a7\uff0c\u6d41\u52a8\u6027\u5145\u8db3\uff0c\u4efb\u4f55\u5b9a\u4ef7\u65b0\u95fb\u90fd\u4f1a\u70b9\u4eae\u671f\u6743\u5e02\u573a\u3002\u8981\u70b9\u2014\u2014\u5b58\u50a8\u5468\u671f\u4e0d\u4f1a\u7acb\u523b\u53cd\u8f6c\uff0c\u8fd9\u4e2a\u5468\u671f\u4ecd\u663e\u65e9\u671f\u6709\u5efa\u8bbe\u6027\u3002\u5982\u679c\u4f60\u60f3\u5728\u4e0d\u652f\u4ed8 AI \u9ad8\u4f30\u503c\u7684\u524d\u63d0\u4e0b\u83b7\u5f97\u5b58\u50a8\u655e\u53e3\uff0cWDC \u503c\u5f97\u8003\u8651\u3002\u5173\u6ce8\u5e93\u5b58\u6570\u636e\u4e0e\u8d44\u672c\u5f00\u652f\u4fe1\u53f7\u2014\u2014\u5b83\u4eec\u4f1a\u786e\u8ba4\u987a\u98ce\u662f\u5426\u53ef\u6301\u7eed\uff0c\u8fd8\u662f\u53ea\u662f\u9635\u98ce\u3002<\/p>\n

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

\u4e00\u65e6\u5e02\u573a\u8ba4\u4e3a\u672c\u5468 AI \u5e76\u4e0d\u4f1a\u7ec8\u7ed3\u6587\u660e\uff0c\u79d1\u6280\u91cd\u65b0\u638c\u63a7\u5c40\u9762\u3002\u603b\u4f53\u7ed3\u8bba\u4e0d\u53d8\u2014\u2014Nvidia \u4ecd\u638c\u8282\u594f\uff0c\u5b58\u50a8\u3001\u8fb9\u7f18\u548c\u4e91\u5728\u63a5\u68d2\u3002\u5982\u679c\u8fd9\u79cd\u5e73\u9759\u7ee7\u7eed\uff0c\u5de8\u5934\u6210\u957f\u80a1\u7684\u6700\u5c0f\u963b\u529b\u8def\u5f84\u4ecd\u662f\u5411\u4e0a\uff0c\u9ad8\u8d1d\u5854\u57fa\u7840\u8bbe\u65bd\u5219\u9002\u5408\u6218\u672f\u6027\u4ea4\u6613\u3002\u4fdd\u6301\u4e00\u53ea\u773c\u76ef\u53d9\u4e8b\u98ce\u9669\uff0c\u4e00\u53ea\u624b\u63a7\u98ce\u9669\u3002\u673a\u5668\u4f1a\u5bbd\u6055\u51e0\u4e4e\u6240\u6709\u9519\u8bef\uff0c\u76f4\u5230\u5b83\u4eec\u4e0d\u518d\u5bbd\u6055\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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