{"id":593535,"date":"2025-09-17T06:16:56","date_gmt":"2025-09-17T13:16:56","guid":{"rendered":"https:\/\/nai500.com\/?p=593535"},"modified":"2025-09-17T06:16:56","modified_gmt":"2025-09-17T13:16:56","slug":"microsoft-msft-nvidia-ai","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/09\/microsoft-msft-nvidia-ai\/","title":{"rendered":"Microsoft (MSFT) \u8207 Nvidia \u5171\u5efa\u82f1\u570b AI \u8d85\u7d1a\u96fb\u8166"},"content":{"rendered":"

Microsoft \u8207 Nvidia (NVDA)\u3001CoreWeave \u53ca Nscale \u5408\u4f5c\uff0c\u8a08\u5283\u5728 2026 \u5e74\u524d\u5efa\u6210\u64da\u7a31\u70ba\u82f1\u570b\u6700\u5f37\u5927\u7684 AI \u8d85\u7d1a\u96fb\u8166\uff0c\u4f5c\u70ba\u65b0\u7684 Azure \u8cc7\u6599\u4e2d\u5fc3\u6838\u5fc3\uff0c\u914d\u5099\u6578\u5343\u9846 Nvidia GPU\u3002\u6b64\u8209\u5c07 Microsoft \u7684\u5168\u7403 AI \u5efa\u8a2d\u64f4\u5c55\u5230\u4e00\u500b\u95dc\u9375\u570b\u969b\u5e02\u5834\uff0c\u986f\u793a\u516c\u53f8\u6253\u7b97\u7e7c\u7e8c\u5927\u91cf\u6295\u5165\u4ee5\u722d\u53d6\u4f01\u696d AI \u5de5\u4f5c\u8ca0\u8f09\u3002\u4eca\u5e74\u590f\u521d\uff0c\u5728 Microsoft \u8207\u5176\u4ed6\u516c\u53f8\u91cd\u7533\u7a4d\u6975\u7684 AI \u57fa\u790e\u8a2d\u65bd\u8a08\u756b\u5f8c\uff0cNvidia \u80a1\u50f9\u66fe\u98c6\u5347 13%\uff1b\u800c Microsoft \u6700\u8fd1\u4e00\u5b63\u7684\u8cc7\u672c\u652f\u51fa\u70ba 190 \u5104\u7f8e\u5143\uff0c\u5176\u4e2d\u7d04 60% \u8207\u786c\u9ad4\u76f8\u95dc\u3002\u82f1\u570b\u5c08\u6848\u5c07\u6aa2\u9a57\u9019\u985e\u652f\u51fa\u80fd\u5426\u8f49\u5316\u70ba\u6301\u4e45\u7684\u96f2\u7aef\u71df\u6536\u3001\u66f4\u5feb\u7684 AI \u63a1\u7528\u7387\uff0c\u4ee5\u53ca\u66f4\u5177\u9632\u79a6\u529b\u7684\u570b\u969b\u4f48\u5c40\u3002<\/p>\n

\u82f1\u570b AI \u8d85\u7d1a\u96fb\u8166\u8b93 Azure \u66f4\u6df1\u5165\u4e3b\u6b0a\u5e02\u5834<\/h3>\n

\u5728\u8cc7\u6599\u99d0\u7559\u8207\u5ef6\u9072\u5c0d\u9280\u884c\u3001\u4fdd\u96aa\u516c\u53f8\u3001\u91ab\u7642\u7cfb\u7d71\u8207\u516c\u5171\u90e8\u9580\u6a5f\u69cb\u4ecd\u5c6c\u4e0d\u53ef\u5354\u5546\u7684\u60c5\u6cc1\u4e0b\uff0c\u8a72\u82f1\u570b\u5efa\u7f6e\u70ba Microsoft \u5728\u82f1\u570b\u672c\u571f\u63d0\u4f9b\u4e00\u500b\u9ad8\u7aef\u904b\u7b97\u6a1e\u7d10\u3002\u5c07\u6700\u5148\u9032\u7cfb\u7d71\u7f6e\u65bc\u570b\u5167\uff0c\u53ef\u56de\u61c9\u4e3b\u6b0a\u9700\u6c42\u4e26\u7e2e\u77ed\u53d7\u76e3\u7ba1\u5ba2\u6236\u5728\u5927\u898f\u6a21\u90e8\u7f72\u751f\u6210\u5f0f AI\u3001\u4ee3\u7406\u4eba\u5de5\u4f5c\u6d41\u7a0b\u8207\u6a21\u578b\u5fae\u8abf\u7684\u8def\u5f91\u3002\u5c0d Microsoft \u800c\u8a00\uff0c\u9019\u63d0\u9ad8\u4e86\u5176\u5728\u8a72\u5340\u57df\u80fd\u92b7\u552e\u7684\u9ad8\u50f9 Azure \u670d\u52d9\u4e0a\u9650\uff0c\u5f9e\u53d7\u7ba1\u6a21\u578b\u4e3b\u6a5f\u6258\u7ba1\u5230\u4ee5\u904b\u7b97\u5c0f\u6642\u8a08\u91cf\u7684\u7de8\u6392\u5de5\u5177\u3002\u8a72\u8d85\u7d1a\u96fb\u8166\u540c\u6642\u6210\u70ba\u5728\u502b\u6566\u91d1\u878d\u5340\u53ca\u4ee5\u82f1\u570b\u70ba\u6b50\u6d32\u71df\u904b\u4e2d\u5fc3\u7684\u8de8\u570b\u516c\u53f8\u722d\u53d6\u6a23\u677f\u4ea4\u6613\u7684\u62db\u724c\u8cc7\u7522\u3002<\/p>\n

\u8cc7\u672c\u652f\u51fa\u3001\u5229\u6f64\u8207 AI \u56de\u672c\u6642\u9418<\/h3>\n

\u5982\u6b64\u898f\u6a21\u7684\u82f1\u570b\u65d7\u8266\u5c08\u6848\u5f37\u5316\u4e86 Microsoft \u6295\u8cc7\u8ad6\u9ede\u4e2d\u7684\u6838\u5fc3\u7dca\u5f35\u9ede\uff1a\u5de8\u5927 AI \u652f\u51fa\u7684\u56de\u5831\u6642\u6a5f\u3002\u8cc7\u672c\u652f\u51fa\u5df2\u9054\u5275\u7d00\u9304\u901f\u5ea6\u4e14\u7ba1\u7406\u5c64\u6307\u5f15\u672a\u4f86\u4ecd\u5c07\u589e\u52a0\uff0c\u554f\u984c\u5728\u65bc\u65b0\u7684\u9ad8\u6548\u80fd\u53e2\u96c6\u80fd\u5426\u8db3\u5920\u5feb\u901f\u88ab\u4f7f\u7528\u4ee5\u652f\u6490 Azure \u6210\u9577\u800c\u4e0d\u58d3\u7e2e\u5229\u6f64\u3002\u55ae\u4f4d\u7d93\u6fdf\u53d6\u6c7a\u65bc\u80fd\u5426\u5c07\u65e9\u671f\u7684 GPU \u5bb9\u91cf\u8f49\u5316\u70ba\u7c3d\u7d04\u5de5\u4f5c\u8ca0\u8f09\uff0c\u800c\u975e\u9592\u7f6e\u5eab\u5b58\u3002\u9019\u8981\u6c42 Microsoft \u7684\u92b7\u552e\u52d5\u4f5c\u8207\u7522\u54c1\u6346\u7d81\u80fd\u5c07\u5ba2\u6236\u5f9e\u8a66\u9ede\u5e36\u5165\u751f\u7522\u3002\u5982\u679c\u82f1\u570b\u7cfb\u7d71\u6309\u671f\u4e0a\u7dda\u4e26\u88ab\u5206\u7d1a\u4e14\u53ef\u9810\u6e2c\u7684\u9700\u6c42\u586b\u6eff\uff0c\u6558\u4e8b\u5c07\u504f\u5411\u71df\u904b\u69d3\u687f\uff1b\u82e5\u589e\u91cf\u843d\u5f8c\uff0c\u6295\u8cc7\u4eba\u5c07\u91cd\u65b0\u95dc\u6ce8\u6298\u820a\u8207\u96fb\u529b\u6210\u672c\u3002<\/p>\n

\u70ba\u4f55\u9078\u5728\u82f1\u570b\uff1a\u9700\u6c42\u96c6\u4e2d\u8207\u653f\u7b56\u9806\u98a8<\/h3>\n

\u502b\u6566\u4ecd\u662f\u7f8e\u570b\u5916\u4f01\u696d AI \u9700\u6c42\u6700\u5bc6\u96c6\u7684\u805a\u843d\u4e4b\u4e00\uff0c\u6db5\u84cb\u8cc7\u672c\u5e02\u5834\u3001\u6cd5\u5f8b\u670d\u52d9\u3001\u5a92\u9ad4\u8207\u88fd\u85e5\u7b49\u9818\u57df\u3002\u82f1\u570b\u653f\u5e9c\u4e5f\u628a\u904b\u7b97\u80fd\u529b\u8996\u70ba\u653f\u7b56\u91cd\u9ede\uff0c\u7a4d\u6975\u5438\u5f15\u8d85\u5927\u898f\u6a21\u96f2\u7aef\u4f9b\u61c9\u5546\uff0c\u4e26\u5c07 AI \u5b89\u5168\u8207\u7814\u7a76\u6846\u67b6\u5316\u70ba\u6230\u7565\u8cc7\u7522\u3002\u9019\u4e9b\u8a0a\u865f\u5f88\u91cd\u8981\uff1a\u5730\u65b9\u8a31\u53ef\u3001\u96fb\u7db2\u63a5\u5165\u8207\u5177\u6280\u80fd\u7684\u8cc7\u6599\u4e2d\u5fc3\u4eba\u529b\u5e38\u6c7a\u5b9a\u90e8\u7f72\u6642\u9593\u8868\u3002\u8a72\u570b\u7684\u7acb\u5834\uff0c\u52a0\u4e0a\u82f1\u570b\u4f01\u696d\u6210\u719f\u7684\u96f2\u7aef\u63a1\u7528\u66f2\u7dda\uff0c\u63d0\u9ad8\u6602\u8cb4\u57fa\u790e\u8a2d\u65bd\u80fd\u5920\u5339\u914d\u8fd1\u671f\u4f7f\u7528\u6848\u4f8b\u7684\u6a5f\u7387\u3002\u65b0\u5efa\u7f6e\u4e5f\u88dc\u5f37 Microsoft \u5728\u6b50\u6d32\u65e5\u76ca\u64f4\u5927\u7684\u7db2\u8def\uff0c\u6e1b\u5c11\u5ef6\u9072\u654f\u611f\u5de5\u4f5c\u8ca0\u8f09\u7684\u8de8\u5883\u4f9d\u8cf4\uff0c\u4e26\u63d0\u9ad8\u5c0d\u6297\u76e3\u7ba1\u6469\u64e6\u7684\u97cc\u6027\u3002<\/p>\n

\u5408\u4f5c\u5925\u4f34\u7b97\u76e4\uff1aNvidia \u4f9b\u61c9\u3001CoreWeave \u5f48\u6027\u3001Nscale \u5bb9\u91cf<\/h3>\n

Nvidia \u63d0\u4f9b\u4f7f\u73fe\u4ee3 AI \u8a13\u7df4\u8207\u63a8\u8ad6\u7d93\u6fdf\u53ef\u884c\u7684\u52a0\u901f\u5668\u3002\u900f\u904e\u9396\u5b9a\u6578\u5343\u9846\u6b21\u4e16\u4ee3 GPU\uff0cMicrosoft \u4fdd\u6709\u70ba\u524d\u6cbf\u6a21\u578b\u5925\u4f34\u8207\u4e3b\u6d41\u4f01\u696d\u5de5\u4f5c\u8ca0\u8f09\u670d\u52d9\u7684\u9078\u64c7\u6b0a\u3002CoreWeave \u5e36\u4f86\u5c08\u7cbe\u7684 GPU \u96f2\u7aef\u7d93\u9a57\uff0c\u80fd\u5354\u52a9 Microsoft \u66f4\u6709\u6548\u5730\u5305\u88dd\u8207\u6392\u7a0b\u5de5\u4f5c\uff0c\u5e73\u6ed1\u9700\u6c42\u9ad8\u5cf0\u671f\u7684\u5229\u7528\u7387\u3002Nscale \u5247\u4ee5\u7b26\u5408\u8d85\u5927\u898f\u6a21\u6642\u9593\u8868\u7684\u901f\u7387\u589e\u52a0\u8cc7\u6599\u4e2d\u5fc3\u5bb9\u91cf\u8207\u71df\u904b\u3002\u6b64\u751f\u614b\u7cfb\u65b9\u6cd5\u91cd\u8981\uff0c\u56e0\u70ba\u4f9b\u61c9\u4ecd\u53d7\u9650\u4e14\u5f9e\u96f6\u958b\u59cb\u5230\u4e0a\u67b6\u7684\u6642\u9593\u662f\u4e00\u9805\u7af6\u722d\u6b66\u5668\u3002\u5982\u679c Microsoft \u80fd\u5c07\u5176 Azure \u5e73\u53f0\u8207\u5925\u4f34\u654f\u6377\u6027\u7d50\u5408\uff0c\u4fbf\u80fd\u6bd4\u50c5\u9760\u5167\u90e8\u5efa\u7f6e\u7684\u7af6\u722d\u8005\u66f4\u5feb\u5730\u628a\u66f4\u591a AI \u5de5\u4f5c\u63a8\u4e0a\u5176\u5806\u758a\u3002<\/p>\n

\u5c0d AWS \u8207 Google Cloud \u7684\u7af6\u722d\u58d3\u529b<\/h3>\n

Amazon Web Services (AMZN) \u8207 Google Cloud (GOOGL) \u4e5f\u5728\u6436\u5728\u95dc\u9375\u5ba2\u6236\u9644\u8fd1\u589e\u52a0 AI \u904b\u7b97\uff0c\u4f46 Microsoft \u7684\u82f1\u570b\u8d85\u7d1a\u96fb\u8166\u662f\u76f4\u63a5\u722d\u596a\u5168\u7403\u91d1\u878d\u6a1e\u7d10\u5fc3\u667a\u8207\u9810\u7b97\u7684\u8209\u52d5\u3002AWS \u63a8\u5ee3\u5ba2\u88fd\u5316\u6676\u7247\u4ee5\u63a8\u52d5\u6210\u672c\u6548\u7387\uff0c\u540c\u6642\u4ecd\u5927\u91cf\u8cfc\u8cb7 Nvidia \u6676\u7247\u3002Google \u5247\u5728\u4f9d\u9760\u5176 TPU \u8def\u7dda\u5716\u7684\u540c\u6642\u642d\u914d Nvidia \u5bb9\u91cf\u3002Microsoft \u5728\u6b64\u8655\u7684\u7b56\u7565\u4e0d\u540c\uff1a\u5148\u5728\u570b\u5167\u63d0\u4f9b\u6700\u6709\u80fd\u529b\u7684\u7cfb\u7d71\u900f\u904e Azure \u4f7f\u7528\uff0c\u518d\u628a\u5176\u5728 Office\u3001GitHub \u8207\u4f01\u696d\u61c9\u7528\u7684\u8edf\u9ad4\u8db3\u8de1\u5206\u5c64\u5f15\u5165\u4ee5\u4f9b\u61c9\u9700\u6c42\u3002\u5c0d\u65bc\u6c7a\u5b9a\u5c07 AI \u5de5\u4f5c\u8ca0\u8f09\u653e\u5728\u54ea\u88e1\u7684 CIOs \u800c\u8a00\uff0c\u672c\u5730\u6548\u80fd\u8207\u73fe\u6210\u7684 Nvidia \u5bb9\u91cf\u6c60\u5728\u77ed\u671f\u5167\u53ef\u80fd\u52dd\u904e\u5c0d\u4f9b\u61c9\u5546\u9396\u6b7b\u7684\u9867\u616e\u3002<\/p>\n

\u9700\u76e3\u63a7\u7684\u76e3\u7ba1\u8207\u74b0\u5883\u8b8a\u6578<\/h3>\n

\u734e\u8cde\u5f88\u5927\uff0c\u4f46\u4e5f\u6709\u5be6\u969b\u9650\u5236\u3002\u82f1\u570b\u76e3\u7ba1\u6a5f\u69cb\u6b63\u5be9\u67e5\u96f2\u7aef\u5e02\u5834\u52d5\u614b\uff0c\u5305\u62ec\u8edf\u9ad4\u6388\u6b0a\u8207\u8cc7\u6599\u5916\u6d41\u8cbb\u7528\uff0c\u9019\u4e9b\u53ef\u80fd\u5f71\u97ff\u8d85\u5927\u898f\u6a21\u96f2\u7aef\u4f9b\u61c9\u5546\u5982\u4f55\u6253\u5305 AI \u670d\u52d9\u3002\u74b0\u5883\u5be9\u8996\u4e5f\u5728\u4e0a\u5347\u3002\u9ad8\u5bc6\u5ea6 AI \u53e2\u96c6\u9700\u8981\u5927\u91cf\u4e14\u53ef\u9760\u7684\u96fb\u529b\u8207\u5148\u9032\u51b7\u537b\uff1b\u96fb\u7db2\u63a5\u5165\u8207\u6c38\u7e8c\u627f\u8afe\u53ef\u80fd\u62c9\u9577\u6642\u7a0b\u4e26\u589e\u52a0\u6210\u672c\u3002\u9019\u4e9b\u56e0\u7d20\u4e26\u4e0d\u5426\u5b9a\u7b56\u7565\uff0c\u4f46\u589e\u52a0\u57f7\u884c\u98a8\u96aa\u3002Microsoft \u9700\u8981\u5177\u5099\u53ef\u4fe1\u7684\u96fb\u529b\u63a1\u8cfc\u3001\u6548\u7387\u6307\u6a19\u7684\u900f\u660e\u5ea6\uff0c\u4ee5\u53ca\u9762\u5c0d\u65b0\u4e00\u4ee3 GPU \u5230\u4f86\u6642\u70ba\u5ba2\u6236\u63d0\u4f9b\u660e\u78ba\u9077\u79fb\u8def\u5f91\u3002\u4efb\u4f55\u6b64\u8655\u7684\u5ef6\u8aa4\u90fd\u53ef\u80fd\u5ef6\u9577\u56de\u672c\u671f\uff0c\u6b63\u503c\u6295\u8cc7\u4eba\u66f4\u56b4\u683c\u5730\u6aa2\u8996 AI \u56de\u5831\u3002<\/p>\n

\u5c0d Microsoft \u6295\u8cc7\u4eba\u7684\u6210\u529f\u6a23\u8c8c<\/h3>\n

\u4e09\u500b\u6307\u6a19\u5c07\u986f\u793a\u82f1\u570b\u62bc\u6ce8\u662f\u5426\u594f\u6548\u3002\u9996\u5148\uff0c\u8a72\u5340\u57df\u7684 Azure AI \u63a1\u7528\u61c9\u8f49\u5316\u70ba\u9ad8\u50f9\u670d\u52d9\u7684\u66f4\u9ad8\u6210\u9577\uff0c\u53cd\u6620\u5728 AI \u5c0d Azure \u7e3d\u6536\u5165\u8ca2\u737b\u7684\u52a0\u901f\u4e0a\u3002\u5176\u6b21\uff0c\u8207 AI \u5de5\u4f5c\u8ca0\u8f09\u76f8\u95dc\u7684\u8a02\u55ae\u8207\u672a\u5c65\u884c\u696d\u7e3e\u7fa9\u52d9\u61c9\u4e0a\u5347\uff0c\u63d0\u4f9b\u5229\u7528\u7387\u5c07\u8ddf\u4e0a\u5efa\u7f6e\u7684\u80fd\u898b\u5ea6\u3002\u7b2c\u4e09\uff0c\u7576\u8cc7\u672c\u652f\u51fa\u7dad\u6301\u9ad8\u6a94\u6642\uff0c\u71df\u904b\u5229\u6f64\u8207\u81ea\u7531\u73fe\u91d1\u6d41\u8da8\u52e2\u5fc5\u9808\u7dad\u6301\uff0c\u986f\u793a Microsoft \u6b63\u5728\u5c07\u5bb9\u91cf\u8ca8\u5e63\u5316\u800c\u975e\u55ae\u7d14\u56e4\u7a4d\u3002\u65e9\u671f\u52dd\u5229\u5305\u62ec\u4f86\u81ea\u82f1\u570b\u91d1\u878d\u6a5f\u69cb\u3001\u91ab\u7642\u7cfb\u7d71\u8207\u8de8\u570b\u4f01\u696d\u7684\u591a\u5e74\u671f\u627f\u8afe\uff0c\u4ee5\u53ca\u5728\u65b0\u53e2\u96c6\u4e0a\u904b\u884c\u7684\u5927\u898f\u6a21\u63a8\u8ad6\u8207\u5fae\u8abf\u7684\u6848\u4f8b\u7814\u7a76\u3002<\/p>\n

\u6210\u9577\u6558\u4e8b\u6b63\u5f9e\u7f8e\u570b\u4e3b\u5c0e\u7684 AI \u9700\u6c42\u64f4\u5c55<\/h3>\n

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Microsoft \u8207 Nvidia\u3001CoreWeave \u548c Nscale \u5408\u4f5c\uff0c\u8a08\u756b\u5728 2026 \u5e74\u524d\u6253\u9020\u82f1\u570b\u6700\u5f37\u5927\u7684 AI \u8d85\u7d1a\u96fb\u8166\uff0c\u64f4\u5c55 Azure \u5728\u4e3b\u6b0a\u5e02\u5834\u7684\u5f71\u97ff\u529b\uff0c\u4e26\u63a8\u52d5\u4f01\u696d\u63a1\u7528 AI \u53ca\u96f2\u7aef\u71df\u6536\u6210\u9577\u3002<\/p>\n","protected":false},"author":48,"featured_media":587492,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[426],"tags":[675,1122],"class_list":["post-593535","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hant","tag--zh-hant","tag-1122"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/593535","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/48"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=593535"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/593535\/revisions"}],"predecessor-version":[{"id":593570,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/593535\/revisions\/593570"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/587492"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=593535"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=593535"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=593535"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}