{"id":598946,"date":"2025-10-20T06:04:05","date_gmt":"2025-10-20T13:04:05","guid":{"rendered":"https:\/\/nai500.com\/?p=598946"},"modified":"2025-10-20T06:04:05","modified_gmt":"2025-10-20T13:04:05","slug":"nvda-goog-amzn-msft-ai","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/10\/nvda-goog-amzn-msft-ai\/","title":{"rendered":"NVDA \u9047\u5230\u5c0d\u624b\uff1aGOOG\u3001AMZN\u3001MSFT \u8a2d\u8a08\u81ea\u5bb6 AI \u6676\u7247"},"content":{"rendered":"<p>Nvidia \u6536\u76e4\u4e0a\u6f32 0.75% \u81f3 183.22\uff0c\u4f46\u7de9\u6162\u4e0a\u884c\u63a9\u84cb\u4e86\u4e00\u500b\u66f4\u5c16\u92b3\u7684\u98a8\u96aa\u6558\u4e8b\uff1a\u5176\u6700\u5927\u5ba2\u6236\u6b63\u5728\u81ea\u5efa\u52a0\u901f\u5668\u3002\u96a8\u8457 Google\u3001Amazon\u3001Microsoft \u8207 OpenAI \u52a0\u78bc\u5ba2\u88fd\u5316\u77fd\u6676\u7247\u2014\u800c Meta 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\u589e\u5e45\u986f\u8457\u3002\u9019\u7a2e\u7d44\u5408\u8b8a\u5316\u81f3\u95dc\u91cd\u8981\u3002\u8d85\u5927\u5ee0\u8868\u793a\uff0c\u76f8\u8f03\u65bc\u79df\u7528 Nvidia GPU\uff0c\u4ee5\u81ea\u5bb6\u77fd\u6676\u7247\u904b\u884c\u7372\u5229\u66f4\u591a\uff0c\u56e0\u70ba\u5b83\u5011\u63a7\u5236\u6574\u500b\u5806\u758a\uff0c\u5f9e\u7de8\u8b6f\u5668\u5230\u7db2\u8def\u3002\u66f4\u4fbf\u5b9c\u3001\u91dd\u5c0d\u5de5\u4f5c\u8ca0\u8f09\u8abf\u6821\u7684\u6676\u7247\u5df2\u8db3\u4ee5\u61c9\u4ed8\u8d8a\u4f86\u8d8a\u591a\u7684\u8a13\u7df4\u8207\u63a8\u8ad6\u4efb\u52d9\uff0c\u7279\u5225\u662f\u7576\u8edf\u9ad4\u62bd\u8c61\u5c64\u6539\u5584\u6642\u3002\u56e0\u6b64\u5206\u6790\u5e2b\u5f62\u5bb9\u70ba\u300c\u5343\u5200\u842c\u526e\u300d\u3002\u5373\u4fbf Nvidia 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\u66f4\u7a4d\u6975\u5c07\u81ea\u6709\u786c\u9ad4\u63a8\u5411\u7b2c\u4e09\u65b9\u5de5\u4f5c\u8ca0\u8f09\u3002<\/p>\n<h3>\u8d85\u5927\u5ee0\u8def\u7dda\u5716\u986f\u793a 2026 \u5e74\u70ba\u8f49\u6298\u9ede<\/h3>\n<p>\u9810\u671f 2026 \u5e74\u5c07\u662f\u975e Nvidia \u77fd\u6676\u7247\u6d3b\u8e8d\u7684\u4e00\u5e74\u3002Seaport \u7684 Jay Goldberg \u770b\u5230\u5ba2\u88fd\u6676\u7247\u4f9b\u61c9\u93c8\u6d3b\u52d5\u52a0\u901f\uff0c\u8def\u7dda\u5716\u4e5f\u8aaa\u660e\u4e86\u539f\u56e0\u3002AWS \u5df2\u5728\u751f\u7522\u90e8\u7f72 Trainium2\uff0c\u4e26\u5728 Project Rainier \u4e0b\u6295\u8cc7\u7522\u80fd\u3002Microsoft \u5728\u7b2c\u4e00\u4ee3 Maia \u4e0a\u843d\u5f8c\uff0c\u6fc0\u52f5\u5176\u52a0\u901f\u8ffd\u8d95\u4ee5\u4fdd\u8b77 Azure \u6bdb\u5229\u8207\u958b\u767c\u8005\u9396\u5b9a\u3002Meta \u5728\u65e9\u671f\u52aa\u529b\u7d50\u679c\u53c3\u5dee\u5f8c\uff0c\u5bc4\u671b Rivos \u5f37\u5316\u5176 AI \u52a0\u901f\u5668\u8a08\u756b\u3002OpenAI \u8207 Broadcom \u7684\u5408\u4f5c\u5247\u6307\u5411\u70ba\u5176\u6700\u8017\u7b97\u529b\u7684\u5de5\u4f5c\u8ca0\u8f09\u6253\u9020\u5c08\u5c6c\u8def\u5f91\u3002\u9019\u4e9b\u4e0d\u662f\u865b\u69ae\u5de5\u7a0b\uff0c\u800c\u662f\u8d85\u5927\u5ee0\u62d2\u7d55\u5728\u6578\u5343\u5104\u8cc7\u672c\u652f\u51fa\u9031\u671f\u4e2d\u88ab\u55ae\u4e00\u4f9b\u61c9\u5546\u7d81\u67b6\u7684\u908f\u8f2f\u7d50\u679c\u3002<\/p>\n<h3>\u9ec3\u4ec1\u52f3\u7684\u56de\u61c9\uff1a\u8ce3\u7cfb\u7d71\uff0c\u4e0d\u53ea\u8ce3\u6676\u7247<\/h3>\n<p>Nvidia \u7684\u53cd\u64ca\u7c21\u55ae\u4e14\u76ee\u524d\u6709\u6548\uff1a\u5b83\u92b7\u552e\u6574\u5ea7 AI \u5de5\u5ee0\u3002Jensen Huang \u7684\u4e3b\u5f35\u662f Nvidia \u4e0d\u53ea\u662f GPU \u5ee0\u5546\u3002\u5b83\u5c07 Blackwell GPU \u8207\u81ea\u5bb6 Grace CPU \u53ca\u7db2\u8def\u8a2d\u5099\u6574\u5408\u6210\u4ea4\u9470\u5319\u6a5f\u6ac3\uff0c\u63d0\u4f9b\u6574\u5957\u5806\u758a\u4ee5\u964d\u4f4e\u90e8\u7f72\u98a8\u96aa\u8207\u7522\u54c1\u4e0a\u7dda\u6642\u9593\uff0c\u5c0d\u65bc\u6436\u5148\u63a8\u51fa AI \u529f\u80fd\u7684\u5ba2\u6236\u5c24\u70ba\u91cd\u8981\u3002\u9019\u9ede\u91cd\u8981\uff0c\u56e0\u70ba AI \u7684\u74f6\u9838\u65e2\u6709\u7db2\u8def\u3001\u8edf\u9ad4\u8207\u5354\u6392\uff0c\u4ea6\u6709\u88f8\u7b97\u529b\u3002\u901a\u904e\u638c\u63a7\u7cfb\u7d71\u8207\u4ee5 CUDA \u70ba\u6838\u5fc3\u7684\u8edf\u9ad4\u751f\u614b\uff0cNvidia \u5728\u7af6\u722d\u5c0d\u624b\u8584\u5f31\u4e4b\u8655\u5b88\u4f4f\u8b77\u57ce\u6cb3\u3002\u8d85\u5927\u5ee0\u53ef\u4ee5\u9020\u6676\u7247\uff1b\u6253\u9020\u4e00\u500b\u4e00\u81f4\u3001\u53ef\u64f4\u5c55\u4e14\u64c1\u6709\u9f90\u5927\u958b\u767c\u8005\u57fa\u790e\u7684\u7cfb\u7d71\u66f4\u70ba\u56f0\u96e3\u3002\u9019\u6b63\u662f\u6295\u8cc7\u4eba\u9858\u610f\u4ed8\u50f9\u7684\u512a\u52e2\u3002<\/p>\n<h3>\u5e02\u5834\u64f4\u5f35\u5c0d\u6297\u6ea2\u50f9\u7e2e\u6e1b<\/h3>\n<p>\u83ef\u723e\u8857\u90e8\u5206\u89c0\u9ede\u8a8d\u70ba\uff0c\u5ba2\u88fd\u6676\u7247\u6d6a\u6f6e\u4e0d\u6703\u64ca\u57ae Nvidia\uff0c\u56e0\u70ba\u5e02\u5834\u6210\u9577\u901f\u5ea6\u4ecd\u8d85\u8d8a\u4efb\u4f55\u55ae\u4e00\u7af6\u722d\u8005\u80fd\u586b\u88dc\u7684\u7f3a\u53e3\u3002Bank of America \u8207\u5176\u4ed6\u6a5f\u69cb\u5c07\u5176\u8996\u70ba\u300c\u5728\u64f4\u5927\u9905\u4e2d\u53d6\u5f97\u4efd\u984d\u300d\u7684\u6545\u4e8b\uff1aNvidia \u6301\u7e8c\u627e\u5230\u64f4\u5927\u9700\u6c42\u7684\u65b9\u6cd5\uff0c\u5f9e\u8a13\u7df4\u5927\u898f\u6a21\u524d\u6cbf\u6a21\u578b\u5230\u5373\u5c07\u5230\u4f86\u7684\u63a8\u8ad6\u8207\u8cc7\u6599\u8655\u7406\u6d6a\u6f6e\u3002\u5373\u4fbf\u5b9a\u50f9\u529b\u56de\u6b78\u5e38\u614b\uff0c\u6b64\u60c5\u6cc1\u4ecd\u53ef\u80fd\u6210\u7acb\u3002\u4f30\u503c\u7684\u95dc\u9375\u7d30\u7bc0\u4e0d\u662f\u51fa\u8ca8\u91cf\uff0c\u800c\u662f\u6ea2\u50f9\u6bdb\u5229\u7684\u53ef\u6301\u7e8c\u6027\u3002\u82e5\u5ba2\u88fd\u77fd\u6676\u7247\u5230 2028 \u5e74\u6355\u7372 40\u201345% \u7684\u52a0\u901f\u5668\u5e02\u5834\u4efd\u984d\uff0c\u5373\u4fbf\u672a\u596a\u8d70 Nvidia \u7684\u738b\u51a0\uff0c\u4e5f\u80fd\u628a\u55ae\u4f4d\u5e73\u5747\u552e\u50f9\u8207\u5c0d\u5927\u96f2\u7aef\u4ea4\u6613\u66f4\u7a4d\u6975\u6298\u6263\u7684\u9810\u671f\u9328\u5b9a\u4e0b\u4f86\u3002Nvidia 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