{"id":627506,"date":"2026-03-25T07:53:27","date_gmt":"2026-03-25T14:53:27","guid":{"rendered":"https:\/\/nai500.com\/?p=627506"},"modified":"2026-03-25T07:53:27","modified_gmt":"2026-03-25T14:53:27","slug":"openai-sora-msft-dis-nvda","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/03\/openai-sora-msft-dis-nvda\/","title":{"rendered":"OpenAI \u7ec8\u6b62 Sora \u5e94\u7528\uff1a\u8fd9\u5bf9 MSFT\u3001DIS\u3001NVDA \u610f\u5473\u7740\u4ec0\u4e48"},"content":{"rendered":"

OpenAI \u5728\u53d1\u5e03\u4ec5\u516d\u4e2a\u6708\u540e\u5c31\u5173\u95ed\u4e86\u5176\u77ed\u89c6\u9891 AI \u751f\u6210\u5668 Sora\uff0c\u7ec8\u7ed3\u4e86\u5176\u5411\u6d88\u8d39\u7aef\u89c6\u9891\u9886\u57df\u7684\u9ad8\u8c03\u8f6c\u5411\uff0c\u4e5f\u66b4\u9732\u51fa\u91cd\u5851\u751f\u6210\u5f0f AI \u7684\u6210\u672c\u3001\u5b89\u5168\u548c\u6218\u7565\u6743\u8861\u3002\u6b64\u4e3e\u524a\u5f31\u4e86\u4e0e Disney \u7684\u5408\u4f5c\uff0c\u8feb\u4f7f Microsoft \u91cd\u65b0\u5ba1\u89c6\u5176 AI \u63a8\u8fdb\u7b56\u7565\uff0c\u5e76\u518d\u6b21\u63d0\u51fa\u95ee\u9898\uff1a\u75c5\u6bd2\u5f0f\u89c6\u9891 AI \u662f\u5426\u80fd\u5728\u89c4\u6a21\u5316\u65f6\u6210\u4e3a\u53ef\u884c\u7684\u5546\u4e1a\u6a21\u5f0f\u3002<\/p>\n

\u5e02\u573a\u80cc\u666f\uff1a\u5728 OpenAI \u8f6c\u5411\u4e0b\uff0cMSFT\u3001DIS\u3001NVDA \u53d7\u5173\u6ce8<\/h3>\n

OpenAI \u9000\u51fa Sora\uff0c\u6b63\u597d\u843d\u5728\u4e09\u7c7b\u6295\u8d44\u8005\u7684\u684c\u9762\u4e0a\u3002Microsoft (MSFT) \u4f5c\u4e3a OpenAI \u7684\u91cd\u8981\u5408\u4f5c\u4f19\u4f34\uff0c\u83b7\u5f97\u4e86\u66f4\u6e05\u6670\u7684\u8def\u5f84\uff0c\u80fd\u591f\u5c06\u6ce8\u610f\u529b\u96c6\u4e2d\u5728\u4f01\u4e1a\u7ea7 AI \u548c Copilot\uff0c\u800c\u4e0d\u662f\u4e00\u4e2a\u9700\u8981\u5927\u91cf\u5185\u5bb9\u5ba1\u6838\u4e14\u53d8\u73b0\u4e0d\u660e\u7684\u6d88\u8d39\u7ea7\u89c6\u9891\u5e94\u7528\u4e0a\u3002Disney (DIS) \u66fe\u56f4\u7ed5 Sora \u7b7e\u4e0b\u9ad8\u8c03\u7684\u5185\u5bb9\u6388\u6743\u534f\u8bae\uff0c\u62e5\u6709\u6570\u767e\u4e2a\u89d2\u8272\u9635\u5bb9\uff0c\u5728\u5176 AI \u751f\u6210\u77ed\u89c6\u9891\u5b9e\u9a8c\u4e0a\u9762\u4e34\u54c1\u724c\u548c\u6218\u7565\u7684\u6025\u8f6c\u5f2f\u3002Nvidia (NVDA) \u4f5c\u4e3a AI \u8ba1\u7b97\u9700\u6c42\u7684\u4ee3\u7406\uff0c\u9700\u8981\u6d88\u5316\u9762\u5411\u6d88\u8d39\u8005\u7684 GPU \u71c3\u8017\u5728\u77ed\u671f\u5185\u53ef\u80fd\u4e0b\u964d\u8fd9\u4e00\u4e8b\u5b9e\uff0c\u540c\u65f6\u8003\u8651\u5230 OpenAI \u6253\u7b97\u5c06\u8d44\u6e90\u91cd\u65b0\u90e8\u7f72\u5230\u7814\u7a76\u548c\u4e16\u754c\u4eff\u771f\u9886\u57df\u2014\u2014\u8fd9\u4e9b\u65b9\u5411\u968f\u65f6\u95f4\u63a8\u79fb\u53ef\u80fd\u66f4\u52a0\u8017\u7b97\u529b\u3002Meta (META) \u5230 Alphabet (GOOGL) \u7b49\u66f4\u5e7f\u6cdb\u7684\u540c\u884c\u4f1a\u628a\u8fd9\u89c6\u4e3a\u8b66\u544a\uff1a\u8981\u8fbe\u5230 TikTok \u7ea7\u522b\u7684 AI \u89c6\u9891\uff0c\u4e0d\u4ec5\u9700\u8981\u6280\u672f\u7a81\u7834\uff0c\u8fd8\u9700\u8981\u62a4\u680f\u3001\u8d44\u672c\u7eaa\u5f8b\u548c\u4e0d\u61c8\u7684\u5185\u5bb9\u5b8c\u6574\u6027\u5de5\u4f5c\u3002<\/p>\n

Sora \u5012\u95ed\u7684\u539f\u56e0\uff1a\u5b89\u5168\u98ce\u9669\u3001\u7b97\u529b\u6d88\u8017\u3001\u8584\u5f31\u7684\u5355\u4f4d\u7ecf\u6d4e<\/h3>\n

Sora \u7684\u6838\u5fc3\u627f\u8bfa\u2014\u2014\u4ece\u6587\u672c\u63d0\u793a\u751f\u6210\u5177\u75c5\u6bd2\u6f5c\u529b\u7684\u89c6\u9891\u2014\u2014\u4f7f\u5f97\u7528\u6237\u6613\u4e8e\u4e0a\u624b\u5e76\u5e26\u6765\u7206\u53d1\u6027\u53c2\u4e0e\u5ea6\u3002\u4f46\u540c\u6837\u7684\u7b80\u5355\u6027\u4e5f\u4f7f\u5176\u8fc5\u901f\u906d\u5230\u6ee5\u7528\u3002\u867d\u7136\u963b\u6b62\u516c\u4f17\u4eba\u7269\u8096\u50cf\u548c\u6807\u8bb0\u654f\u611f\u63d0\u793a\u7684\u9632\u62a4\u63aa\u65bd\u6709\u6240\u5e2e\u52a9\uff0c\u4f46\u8fd9\u4e9b\u4e5f\u524a\u5f31\u4e86\u63a8\u52a8\u5e94\u7528\u4f20\u64ad\u7684\u5185\u5bb9\uff0c\u5e76\u8ba9 OpenAI \u4e0d\u65ad\u5728\u65b0\u51fa\u73b0\u7684\u6ee5\u7528\u9762\u524d\u5904\u4e8e\u8865\u6551\u72b6\u6001\u3002\u9664\u6b64\u4e4b\u5916\uff0c\u6bcf\u6bb5\u89c6\u9891\u7684\u7b97\u529b\u6210\u672c\u4f9d\u65e7\u987d\u56fa\u5730\u9ad8\u6602\u3002\u77ed\u5c0f\u3001\u98ce\u683c\u5316\u7684\u89c6\u9891\u6bd4\u597d\u83b1\u575e\u573a\u666f\u4fbf\u5b9c\uff0c\u4f46\u8981\u6269\u5c55\u5230\u6bcf\u5929\u751f\u6210\u6570\u767e\u4e07\u4e2a\u89c6\u9891\u4ecd\u4f1a\u5bf9\u96c6\u7fa4\u9020\u6210\u538b\u529b\u3002\u6ca1\u6709\u4f01\u4e1a\u5408\u540c\u6216\u521b\u610f\u5957\u4ef6\u4e0a\u5347\u7ea7\uff0c\u5e7f\u544a\u6216\u8ba2\u9605\u6536\u5165\u5f88\u96be\u5339\u914d GPU \u8fd0\u884c\u5f00\u652f\u3002Sora \u65e2\u6ca1\u6709\u6210\u719f\u7684\u5e7f\u544a\u4f53\u7cfb\uff0c\u4e5f\u6ca1\u6709\u4e13\u4e1a\u89c6\u9891\u5de5\u5177\u6240\u9700\u7684\u5de5\u4f5c\u6d41\u7ba1\u7ebf\u3002\u6700\u7ec8\uff0c\u4e00\u4e2a\u514d\u8d39\u6216\u4f4e\u4ef7\u5e94\u7528\u5728\u4e0e TikTok \u7ade\u4e89\u7684\u540c\u65f6\u70e7\u7740\u9876\u7ea7\u82af\u7247\uff0c\u6210\u4e3a\u4e86\u5229\u6da6\u9677\u9631\u3002<\/p>\n

\u5b89\u5168\u53cd\u5f39\u4e0e\u54c1\u724c\u98ce\u9669\u548c\u653f\u7b56\u538b\u529b\u76f8\u649e<\/h3>\n

AI \u89c6\u9891\u589e\u957f\u7684\u6700\u5feb\u8def\u5f84\uff0c\u4e5f\u662f\u6700\u5145\u6ee1\u98ce\u9669\u7684\u8def\u5f84\uff1a\u903c\u771f\u5ea6\u3001\u516c\u4f17\u4eba\u7269\u4e0e\u70ed\u70b9\u4e8b\u4ef6\u3002\u8fd9\u6b63\u662f deepfake \u548c\u975e\u81ea\u613f\u5185\u5bb9\u98ce\u9669\u6fc0\u589e\u7684\u5730\u65b9\u3002Sora \u56e0\u80fd\u751f\u6210\u8fc7\u4e8e\u903c\u771f\u7684\u8f93\u51fa\u800c\u906d\u5230\u65e9\u671f\u6279\u8bc4\uff0c\u4fc3\u4f7f OpenAI \u9650\u5236\u516c\u4f17\u4eba\u7269\u751f\u6210\u5e76\u6536\u7d27\u8fc7\u6ee4\u673a\u5236\u3002\u8fd9\u79cd\u7acb\u573a\u964d\u4f4e\u4e86\u98ce\u9669\uff0c\u4f46\u4e5f\u627c\u6740\u4e86\u5f80\u5f80\u80fd\u8d70\u7ea2\u7684\u5185\u5bb9\u3002\u540c\u65f6\uff0c\u5168\u7403\u653f\u7b56\u5236\u5b9a\u8005\u5bf9\u5408\u6210\u5a92\u4f53\u6eaf\u6e90\u548c\u9009\u4e3e\u5b8c\u6574\u6027\u7684\u5173\u6ce8\u5728\u52a0\u5f3a\u3002\u6b27\u76df\u7684 AI Act \u4e0e\u5185\u5bb9\u771f\u5b9e\u6027\u5021\u8bae\u6b63\u8d8b\u5411\u62ab\u9732\u3001\u52a0\u6c34\u5370\u548c\u660e\u786e\u6807\u8bc6\u3002\u5728\u7f8e\u56fd\uff0c\u5dde\u7ea7\u63d0\u6848\u548c\u5e73\u53f0\u653f\u7b56\u4e5f\u5728\u671d\u540c\u4e00\u65b9\u5411\u53d1\u5c55\u3002\u5bf9\u4e8e\u4e00\u4e2a\u53ef\u80fd\u4ea7\u751f\u6570\u5341\u4ebf\u6b21\u89c2\u770b\u7684\u6d88\u8d39\u7ea7\u5e94\u7528\u800c\u8a00\uff0c\u4e00\u8d77\u9ad8\u8c03\u7684\u6ee5\u7528\u4e8b\u4ef6\u4fbf\u53ef\u80fd\u5f15\u53d1\u8fc7\u5ea6\u7684\u76d1\u7ba1\u548c\u516c\u5173\u540e\u679c\u3002OpenAI \u9009\u62e9\u4e0d\u518d\u4e3a\u4e00\u4e2a\u5355\u4f4d\u7ecf\u6d4e\u672a\u88ab\u8bc1\u5b9e\u7684\u4ea7\u54c1\u7ee7\u7eed\u627f\u53d7\u8fd9\u79cd\u98ce\u9669\u3002<\/p>\n

\u7b97\u529b\u7b97\u672f\uff1a\u4e91\u7aef\u8fd0\u8425\u6210\u672c\u603b\u662f\u538b\u5012\u6d88\u8d39\u7ea7 DAU<\/h3>\n

\u751f\u6210\u5f0f\u89c6\u9891\u5bf9\u7b97\u529b\u7684\u6d88\u8017\u6781\u4e3a\u6b8b\u9177\uff0c\u800c\u4e14\u4e0d\u4ec5\u662f\u8bad\u7ec3\uff0c\u63a8\u7406\u4e5f\u4f1a\u9a71\u52a8\u6301\u7eed\u6027\u7684\u6210\u672c\u3002OpenAI \u80fd\u62ff\u5230\u4f18\u5148\u7ea7\u7684 GPU \u8d44\u6e90\uff0c\u4f46\u5373\u4fbf\u5728\u6709\u5229\u5206\u914d\u4e0b\uff0c\u9762\u5411\u6d88\u8d39\u8005\u7684\u89c6\u9891\u6d2a\u6d41\u4e5f\u4f1a\u5360\u7528\u672c\u53ef\u4ee5\u7528\u4e8e\u66f4\u9ad8 ARPU \u7684\u4f01\u4e1a\u5de5\u4f5c\u8d1f\u8f7d\u3001\u57fa\u7840\u6a21\u578b\u5347\u7ea7\u6216\u65b0\u7814\u7a76\u65b9\u5411\u7684\u7b97\u529b\u3002\u516c\u53f8\u6240\u8bf4\u7684\u5bf9\u8d44\u672c\u3001\u7b97\u529b\u548c\u6838\u5fc3\u4ea7\u54c1\u7684\u805a\u7126\uff0c\u9690\u542b\u5730\u627f\u8ba4\u74f6\u9888\u4e0d\u662f\u9700\u6c42\u2014\u2014\u800c\u662f\u9ad8\u6548\u4f9b\u7ed9\u3002\u4e16\u754c\u4eff\u771f\u7814\u7a76\u548c\u9762\u5411\u673a\u5668\u4eba\u5b66\u7684\u6a21\u578b\u662f\u7b97\u529b\u6d77\u7ef5\uff0c\u4f46\u5b83\u4eec\u6620\u5c04\u5230\u6218\u7565\u62a4\u57ce\u6cb3\u548c\u9ad8\u4ef7\u503c\u7528\u4f8b\u3002\u5982\u679c\u4f60\u8981\u5728\u4e00\u4e2a\u53ef\u80fd\u5f15\u53d1\u5ba1\u6838\u5371\u673a\u7684\u514d\u8d39\u5e94\u7528\u548c\u80fd\u4e3a\u4f01\u4e1a\u81ea\u52a8\u5316\u63d0\u4f9b\u52a8\u529b\u7684\u5e73\u53f0\u4e4b\u95f4\u5206\u914d GPU \u5c0f\u65f6\uff0c\u8868\u683c\u4f1a\u9009\u540e\u8005\u3002\u5bf9 Nvidia \u800c\u8a00\uff0c\u7ec6\u5fae\u5dee\u522b\u5f88\u91cd\u8981\uff1a\u9762\u5411\u6d88\u8d39\u8005\u7684\u89c6\u9891\u63a8\u7406\u51cf\u5c11\u53ef\u80fd\u524a\u5f31\u67d0\u4e00\u90e8\u5206\u9700\u6c42\uff0c\u4f46\u66f4\u591a\u7684\u4eff\u771f\u8bad\u7ec3\u548c\u4f01\u4e1a\u90e8\u7f72\u901a\u5e38\u9700\u8981\u66f4\u5bc6\u96c6\u3001\u66f4\u957f\u65f6\u6bb5\u7684\u96c6\u7fa4\u548c\u9ad8\u7aef\u4e92\u8054\u3002\u8fd9\u79cd\u9700\u6c42\u7ed3\u6784\u5373\u4fbf\u5728\u4e00\u4e2a\u5934\u6761\u7ea7\u5e94\u7528\u6d88\u5931\u7684\u60c5\u51b5\u4e0b\uff0c\u4e5f\u6709\u5229\u4e8e NVDA \u7684\u6570\u636e\u4e2d\u5fc3\u4e1a\u52a1\u3002<\/p>\n

Disney \u7684\u7b97\u8ba1\uff1a\u4fdd\u62a4 IP \u9ad8\u4e8e\u6295\u673a\u5f0f\u75c5\u6bd2\u4f20\u64ad<\/h3>\n

Disney \u7684\u53c2\u4e0e\u4e3a Sora \u5e26\u6765\u4e86\u6025\u9700\u7684\u5408\u6cd5\u6027\u548c\u62a4\u680f\uff0c\u63d0\u4f9b\u4e86\u8d85\u8fc7 200 \u4e2a\u6388\u6743\u89d2\u8272\u5e93\uff0c\u5e76\u636e\u62a5\u9053\u5728 OpenAI \u7684\u8f68\u9053\u4e2d\u6301\u6709\u6570\u5341\u4ebf\u7f8e\u5143\u7684\u6218\u7565\u80a1\u4efd\u3002\u4f46 IP \u6240\u6709\u8005\u5e76\u4e0d\u613f\u610f\u5931\u53bb\u5bf9\u89d2\u8272\u5448\u73b0\u7684\u63a7\u5236\u6743\u3002\u7528\u6237\u751f\u6210\u7684 AI \u526a\u8f91\u7684\u7ecf\u6d4e\u5b66\u4e5f\u5f88\u68d8\u624b\uff1a\u6536\u76ca\u5206\u6210\u3001\u6743\u5229\u7ba1\u7406\u548c\u4e00\u81f4\u7684\u54c1\u724c\u8bed\u8c03\u5728\u6bcf\u4e2a\u89c6\u9891\u90fd\u662f\u5408\u6210\u4ea7\u7269\u65f6\u96be\u4ee5\u81ea\u52a8\u5316\u3002\u5bf9 Disney \u6765\u8bf4\uff0c\u80fd\u63d0\u5347\u53c2\u4e0e\u5ea6\u7684\u5b9e\u9a8c\u662f\u597d\u7684\uff1b\u4f46\u5f00\u653e\u5f0f\u7684\u6743\u5229\u66b4\u9732\u5219\u4e0d\u53ef\u53d6\u3002Sora \u5173\u95ed\u540e\uff0cDisney \u53ef\u4ee5\u628a AI \u80fd\u91cf\u8f6c\u5411\u66f4\u5b89\u5168\u7684\u65b9\u5411\u2014\u2014\u5236\u4f5c\u5de5\u5177\u3001\u8425\u9500\u4e2a\u6027\u5316\u548c\u53d7\u4e25\u683c\u63a7\u5236\u7684\u521b\u4f5c\u8005\u8ba1\u5212\uff0c\u5728\u8fd9\u4e9b\u573a\u666f\u4e2d\u4ea7\u51fa\u5728\u5408\u540c\u4e0a\u53d7\u9650\u5e76\u6253\u4e0a\u6c34\u5370\u3002\u5e02\u573a\u5c06\u89c2\u5bdf DIS \u662f\u5426\u4f1a\u524a\u51cf\u9762\u5411\u6d88\u8d39\u8005\u7684\u751f\u6210\u5f0f\u5c1d\u8bd5\uff0c\u6216\u52a0\u5927\u5bf9\u80fd\u5728\u5e55\u540e\u63d0\u5347\u5229\u6da6\u7387\u4e14\u65e0\u5934\u6761\u98ce\u9669\u7684 AI \u6295\u5165\u3002<\/p>\n

Microsoft \u7684\u66dd\u9732\uff1a\u4f01\u4e1a\u7ea7 AI \u7684\u66f4\u6e05\u6670\u53d9\u4e8b<\/h3>\n

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\u7ade\u4e89\u89e3\u8bfb\uff1aMeta\u3001Google \u4e0e\u521b\u610f\u5957\u4ef6\u5382\u5546<\/h3>\n

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