{"id":600513,"date":"2025-10-28T05:52:53","date_gmt":"2025-10-28T12:52:53","guid":{"rendered":"https:\/\/nai500.com\/?p=600513"},"modified":"2025-10-28T05:52:53","modified_gmt":"2025-10-28T12:52:53","slug":"orcl-ai-nvda-amd-msft-t","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/10\/orcl-ai-nvda-amd-msft-t\/","title":{"rendered":"ORCL \u9ede\u71c3 AI \u96f2\u7aef\u4ea4\u6613\u71b1\u6f6e\uff0cNVDA AMD MSFT T \u53d7\u77da\u76ee"},"content":{"rendered":"

UBS \u5728\u91cd\u7533\u8cb7\u5165 Oracle\uff08\u76ee\u6a19\u50f9 380 \u7f8e\u5143\uff09\u5f8c\u91cd\u65b0\u9ede\u71c3\u4e86 AI \u96f2\u7aef\u4ea4\u6613\u71b1\u6f6e\uff0c\u7406\u7531\u662f\u4f86\u81ea Oracle AI World \u6d3b\u52d5\u7684\u771f\u5be6\u5ba2\u6236\u610f\u5411\u8207\u5408\u4f5c\u5925\u4f34\u52d5\u80fd\u3002\u96d6\u7136\u904e\u53bb\u516b\u5c0f\u6642\u5167 Tesla \u5728\u6210\u4ea4\u91cf\u4e0a\u596a\u51a0\uff0c\u4f46\u66f4\u8070\u660e\u7684\u8cc7\u91d1\u6d41\u5411\u8a08\u7b97\u8207\u96f2\u7aef\u8907\u5408\u9ad4\u3002AI \u57fa\u790e\u8a2d\u65bd\u662f\u7576\u65e5\u6700\u5fd9\u788c\u7684\u677f\u584a\uff0c\u9f8d\u982d\u80a1\u5438\u5f15\u4e86\u671f\u6b0a\u53f0\u4e0d\u53ef\u5ffd\u8996\u7684\u6ce8\u610f\u529b\u3002<\/p>\n

AI \u8207\u96f2\u7aef\u57fa\u790e\u8a2d\u65bd\u9818\u8dd1\u7576\u65e5\u76e4\u52e2<\/h3>\n

1. Oracle (ORCL) \u2014 \u7531 UBS \u63a8\u52d5\u7684\u9700\u6c42\u6545\u4e8b\uff0c\u4f34\u96a8\u771f\u5be6\u5ba2\u6236\u8a0a\u865f<\/h3>\n

UBS \u5f9e Oracle AI World \u5e36\u56de\u4f86\u6bd4\u4e3b\u984c\u5c55\u793a\u66f4\u7a00\u6709\u7684\u6771\u897f\uff1a\u5ba2\u6236\u8207\u5408\u4f5c\u5925\u4f34\u8868\u793a\u4ed6\u5011\u8a08\u5283\u589e\u52a0\u652f\u51fa\u3002\u6e05\u55ae\u8aaa\u5f97\u5f88\u767d\uff1a\u5927\u578b Oracle Cloud Infrastructure \u4f7f\u7528\u8005\u4ecd\u5728\u64f4\u5f35\uff1b\u5408\u4f5c\u5925\u4f34\u770b\u5230\u6210\u9577\u52a0\u901f\uff1b\u92b7\u552e\u91cd\u7d44\u7d42\u65bc\u8b93\u4f01\u696d\u63a1\u8cfc\u6d41\u7a0b\u4e0d\u518d\u50cf\u8ff7\u5bae\u3002\u5118\u7ba1\u6709\u5404\u7a2e\u8a0e\u8ad6\uff0c\u4e26\u6c92\u6709\u51fa\u73fe\u5f9e AWS\u3001Azure \u6216 Google Cloud \u5927\u898f\u6a21\u9077\u79fb\u5230 Oracle \u7684\u60c5\u6cc1\u3002\u5c07 Oracle \u8cc7\u6599\u5eab\u79fb\u5230 Microsoft Azure \u7684\u8208\u8da3\u5f88\u9ad8\uff0c\u4f46\u6642\u9593\u8868\u6709\u5ef6\u9072\uff1a\u591a\u6578\u5ba2\u6236\u73fe\u5728\u9810\u671f\u9077\u79fb\u6703\u843d\u5728 2026 \u5e74\u4e0b\u534a\u5e74\u6216 2027 \u5e74\u3002\u4ea4\u6613\u5c6c\u6027\uff1a\u5927\u578b\u8edf\u9ad4\u8207\u96f2\u7aef\u5e73\u53f0\uff0c\u6df1\u539a\u65e2\u6709\u5b89\u88dd\u57fa\u790e\u3001\u7d93\u5e38\u6027\u6536\u5165\u98db\u8f2a\u3001\u5d84\u65b0\u7684 AI \u89f8\u5a92\uff0c\u4ee5\u53ca\u5728\u6558\u4e8b\u8f49\u8b8a\u6642\u6703\u653e\u5927\u65e5\u5167\u6ce2\u52d5\u6027\u7684\u6d41\u52d5\u6027\u5145\u8db3\u671f\u6b0a\u93c8\u3002\u6295\u8cc7\u8005\u95dc\u9375\u5916\u5e36\uff1a\u5e02\u5834\u60c5\u7dd2\u525b\u5f9e\u300c\u8b49\u660e\u5b83\u300d\u8f49\u5411\u300c\u8a08\u756b\u5b83\u300d\u3002\u9700\u6c42\u7ba1\u7dda\u770b\u8d77\u4f86\u53ef\u4fe1\uff0c\u4f46\u71df\u6536\u7bc0\u594f\u6703\u5448\u73fe\u51f9\u51f8\u3002\u82e5\u4f60\u76f8\u4fe1 OCI \u5bb9\u91cf\u8207 AI \u5de5\u4f5c\u8ca0\u8f09\u7684\u8f49\u63db\u901f\u5ea6\u6703\u6bd4\u5e02\u5834\u4fdd\u5b88\u7684\u9077\u79fb\u6642\u9593\u8868\u5feb\uff0c\u61c9\u628a\u56de\u8abf\u8996\u70ba\u8cb7\u5165\u9ede\u3002<\/p>\n

2. Nvidia (NVDA) \u2014 AI \u6307\u6a19\u80a1\u4e58\u8457\u96f2\u7aef\u5bb9\u91cf\u9700\u6c42\u4e0a\u6f32<\/h3>\n

AI \u57fa\u790e\u8a2d\u65bd\u652f\u51fa\u4ecd\u662f\u5e02\u5834\u7684\u5317\u6975\u661f\uff0c\u800c Nvidia \u4ecd\u662f\u53c3\u8003\u4ea4\u6613\u3002Oracle \u7684\u64f4\u5f35\u96c4\u5fc3\u610f\u5473\u8457\u66f4\u591a GPU \u6a5f\u6ac3\u3001\u66f4\u591a\u7db2\u8def\u8a2d\u5099\uff0c\u4ee5\u53ca\u66f4\u7262\u56fa\u7684 CUDA \u4f9d\u8cf4\uff0c\u5373\u4fbf\u8d85\u5927\u898f\u6a21\u96f2\u5ee0\u4e5f\u5728\u63a8\u81ea\u5df1\u7684\u77fd\u7247\u3002\u4eca\u65e5\u95dc\u6ce8\u96c6\u4e2d\u5728\u76f8\u540c\u4e3b\u984c\uff1a\u4f9b\u61c9\u5728\u67d0\u4e9b\u74b0\u7bc0\u4ecd\u7136\u7dca\u5f35\u3001\u8a02\u55ae\u7a4d\u58d3\u7dad\u6301\u80fd\u898b\u5ea6\u3001\u6bcf\u4e00\u500b\u4e0a\u7dda\u7684\u589e\u91cf AI \u5de5\u4f5c\u8ca0\u8f09\u90fd\u70ba\u8cc7\u6599\u4e2d\u5fc3\u8ecd\u5099\u7af6\u8cfd\u63d0\u4f9b\u8cc7\u91d1\u3002\u4ea4\u6613\u5c6c\u6027\uff1a\u8d85\u5927\u5e02\u503c\u3001\u9ad8\u8c9d\u5854\u3001\u6d41\u52d5\u6027\u8c50\u5bcc\u7684\u52d5\u91cf\u80a1\uff0c\u505a\u5e02\u5546\u6703\u5728\u95dc\u9375\u5c65\u7d04\u50f9\u9644\u8fd1\u7a4d\u6975\u5c0d\u6c96\uff0c\u5c0e\u81f4\u65b0\u805e\u4e00\u51fa\u4fbf\u6613\u51fa\u73fe\u5feb\u901f\u884c\u60c5\u3002\u6295\u8cc7\u8005\u95dc\u9375\u5916\u5e36\uff1a\u9577\u671f\u6545\u4e8b\u5b8c\u597d\uff0c\u4f46\u4f30\u503c\u500d\u6578\u4ecd\u6709\u98a8\u96aa\uff0c\u82e5 AI \u5c08\u6848\u6642\u7a0b\u5411\u5f8c\u632a\u52d5\u3002\u82e5\u96f2\u7aef\u5925\u4f34\u653e\u6162\u9077\u79fb\u6216\u5c07\u90e8\u7f72\u5ef6\u5230 2026\u20132027 \u5e74\uff0c\u71df\u6536\u8a8d\u5217\u53ef\u80fd\u843d\u5f8c\u65bc\u671f\u671b\u3002\u6295\u8cc7\u5b83\u662f\u70ba\u4e86\u5e73\u53f0\u4e3b\u5c0e\u5730\u4f4d\uff0c\u800c\u4e0d\u662f\u70ba\u4e86\u4e0b\u4e00\u5247\u6a19\u984c\u3002<\/p>\n

3. Advanced Micro Devices (AMD) \u2014 \u722d\u53d6\u9322\u5305\u4efd\u984d\u7684\u7af6\u722d\u8005\u518d\u53d7\u95dc\u6ce8<\/h3>\n

\u7576\u5e02\u5834\u64c1\u5165 AI \u8a08\u7b97\u9818\u57df\uff0cAMD \u6703\u7372\u5f97\u4e8c\u6b21\u95dc\u6ce8\u3002Oracle \u6301\u7e8c\u7684 OCI \u5efa\u8a2d\u8207\u66f4\u5ee3\u6cdb\u7684\u96f2\u7aef\u9700\u6c42\uff0c\u6301\u7e8c\u70ba MI300 \u6253\u958b\u6210\u70ba Nvidia \u4e3b\u8981\u66ff\u4ee3\u65b9\u6848\u7684\u6a5f\u6703\u3002\u7af6\u722d\u52d5\u614b\u5f88\u76f4\u63a5\uff1a\u82e5\u8cb7\u5bb6\u60f3\u8981\u50f9\u683c\u69d3\u687f\u3001\u4f9b\u61c9\u591a\u6a23\u5316\uff0c\u6216\u5728\u7279\u5b9a SKU \u4e0a\u66f4\u5feb\u4ea4\u4ed8\uff0cAMD \u5c31\u6703\u5728\u63a1\u8cfc\u684c\u4e0a\u62ff\u5230\u4e00\u5e2d\u4e4b\u5730\u3002\u4ea4\u6613\u5c6c\u6027\uff1a\u9ad8\u5ea6\u8c9d\u5854\u7684\u534a\u5c0e\u9ad4\uff0c\u5c0d\u589e\u91cf\u52dd\u5229\u8207\u5e02\u5834\u8b20\u8a00\u53cd\u61c9\u904e\u5927\uff0c\u662f AI \u4e3b\u984c\u71b1\u6642\u77ed\u671f\u671f\u6b0a\u8ffd\u9010\u8005\u7684\u6700\u611b\u3002\u6295\u8cc7\u8005\u95dc\u9375\u5916\u5e36\uff1a\u57f7\u884c\u529b\u6bd4\u53e3\u865f\u91cd\u8981\u3002\u95dc\u6ce8\u5df2\u78ba\u8a8d\u7684\u90e8\u7f72\u3001\u5ba2\u6236\u6848\u4f8b\u7814\u7a76\u8207\u8edf\u9ad4\u5806\u758a\u9032\u5c55\u3002\u82e5 MI300 \u51fa\u8ca8\u6309\u8a08\u756b\u64f4\u5927\u4e14\u96f2\u7aef\u5925\u4f34\u516c\u958b\u64f4\u5c55\u53c3\u8003\u67b6\u69cb\uff0c\u8ffd\u8d95\u884c\u60c5\u6709\u5ef6\u7e8c\u6027\uff1b\u5426\u5247\uff0c\u5b83\u6703\u56de\u5230\u8207 Nvidia \u9031\u671f\u76f8\u95dc\u7684\u6ce2\u6bb5\u4ea4\u6613\u3002<\/p>\n

4. Microsoft (MSFT) \u2014 Azure \u8207 Oracle \u7684\u8cc7\u6599\u5eab\u4ea4\u4e92\u4ef0\u8cf4\u8010\u5fc3<\/h3>\n

UBS \u5f9e Oracle \u6d3b\u52d5\u7684\u56de\u5831\u628a Azure \u7f6e\u65bc\u5408\u7406\u4e14\u6b63\u7576\u7684\u7126\u9ede\u3002\u5c07 Oracle \u8cc7\u6599\u5eab\u9077\u5165 Azure \u7684\u8208\u8da3\u5f88\u9ad8\uff0c\u4f46\u73fe\u5be6\u65e2\u7121\u804a\u53c8\u504f\u591a\u982d\uff1a\u5927\u578b\u4f01\u696d\u8981\u628a\u820a\u6709\u5de5\u4f5c\u8ca0\u8f09\u89e3\u958b\uff0c\u6642\u9593\u8868\u6b63\u5ef6\u81f3 2026 \u5e74\u5e95\u6216 2027 \u5e74\u3002\u90a3\u4e0d\u662f\u5931\u8aa4\uff1b\u5b83\u63d0\u9192\u6211\u5011\u73fe\u4ee3\u5316\u662f\u96a8\u9810\u7b97\u9031\u671f\u653e\u5927\uff0c\u800c\u975e\u65b0\u805e\u7a3f\u653e\u5927\u3002\u8207\u6b64\u540c\u6642\uff0cCopilot \u63a1\u7528\u8207 AI \u670d\u52d9\u7dad\u6301\u98db\u8f2a\u904b\u8f49\uff0c\u4f46\u96f2\u7aef\u6bdb\u5229\u7684\u6578\u5b57\u904a\u6232\u53d6\u6c7a\u65bc Microsoft \u591a\u5feb\u80fd\u6709\u6548\u843d\u5730\u4e26\u64f4\u5927\u9019\u4e9b AI \u5de5\u4f5c\u8ca0\u8f09\u3002\u4ea4\u6613\u5c6c\u6027\uff1a\u8d85\u5927\u5e02\u503c\u7684\u8907\u5408\u6027\u6210\u9577\u80a1\uff0c\u8c9d\u5854\u4f4e\u65bc\u6676\u7247\u80a1\uff0c\u8cc7\u7522\u8ca0\u50b5\u8868\u4e7e\u6de8\uff0c\u6d41\u52d5\u6027\u8db3\u4ee5\u5728\u5b8f\u89c0\u9707\u76ea\u4e2d\u5438\u6536\u800c\u4e0d\u6539\u8b8a\u8da8\u52e2\u3002\u6295\u8cc7\u8005\u95dc\u9375\u5916\u5e36\uff1a\u8207 Oracle \u7684\u8de8\u96f2\u5408\u4f5c\u662f\u771f\u5be6\u4e14\u53ef\u71df\u5229\u7684\uff0c\u4f46\u9032\u5c55\u7de9\u6162\u3002\u9019\u5f88\u597d\u3002\u82e5\u4f60\u60f3\u8981\u5b63\u5ea6\u9593\u7684\u706b\u82b1\u8868\u73fe\uff0c\u53bb\u770b\u5225\u8655\uff1b\u82e5\u4f60\u60f3\u8981\u5177\u71df\u904b\u69d3\u687f\u7684\u6301\u4e45 AI-on-cloud \u96c6\u4e2d\u5ea6\uff0c\u6301\u7e8c\u52a0\u78bc\u5373\u53ef\u3002<\/p>\n

5. AT&T (T) \u2014 5G \u5408\u4f5c\u5925\u4f34\u8a71\u984c\u9047\u4e0a AI \u908a\u7de3\u7684\u73fe\u5be6<\/h3>\n

\u96fb\u4fe1\u4e0d\u6703\u5927\u558a AI\uff0c\u4f46\u5b83\u70ba\u6700\u5f8c\u4e00\u54e9\u63d0\u4f9b\u52d5\u529b\u3002AT&T \u4eca\u5929\u56e0\u64f4\u5c55\u5176 5G \u7db2\u8def\u7684\u7b56\u7565\u6027\u5925\u4f34\u95dc\u4fc2\u6d88\u606f\u800c\u5438\u5f15\u8f03\u91cd\u7684\u6210\u4ea4\u91cf\uff0c\u627f\u8afe\u63d0\u4f9b\u4f01\u696d\u8cb7\u5bb6\u771f\u6b63\u5728\u610f\u7684\u66f4\u4f73\u8986\u84cb\u8207\u901f\u5ea6\u3002\u96a8\u8457 AI \u63a8\u7406\u9010\u6b65\u8d70\u5411\u908a\u7de3\u2014\u2014\u60f3\u50cf\u96f6\u552e\u3001\u7269\u6d41\u3001\u5de5\u696d\u2014\u2014\u7db2\u8def\u541e\u5410\u91cf\u8207\u5ef6\u9072\u6210\u70ba\u4efb\u4f55\u8ce3\u5373\u6642\u5206\u6790\u8005\u7684\u7af6\u722d\u512a\u52e2\u3002\u4ea4\u6613\u5c6c\u6027\uff1a\u9ad8\u6b96\u5229\u7387\u3001\u8cc7\u672c\u5bc6\u96c6\u7684\u96fb\u4fe1\u696d\u8005\uff0c\u6a02\u89c0\u60c5\u7dd2\u8207\u4f30\u503c\u8207\u50b5\u52d9\u6578\u5b78\u9593\u4e92\u76f8\u6297\u8861\u3002\u8d70\u52e2\u5f80\u5f80\u53d7\u65b0\u805e\u63a8\u52d5\uff0c\u82e5\u8cc7\u672c\u652f\u51fa\u7d00\u5f8b\u52d5\u6416\u5c31\u6703\u6d88\u9000\u3002\u6295\u8cc7\u8005\u95dc\u9375\u5916\u5e36\uff1a\u66f4\u597d\u7684\u7db2\u8def\u80fd\u5920\u627f\u8f09 AI \u5de5\u4f5c\u8ca0\u8f09\uff0c\u4f46\u50f9\u503c\u5275\u9020\u4ef0\u8cf4\u8b8a\u73fe\uff0c\u800c\u975e\u50c5\u5728\u5730\u5716\u4e0a\u6a19\u8a3b\u3002\u5982\u679c AT&T \u80fd\u5728\u4e0d\u81a8\u8139\u652f\u51fa\u7684\u60c5\u6cc1\u4e0b\u628a\u66f4\u597d\u7684 5G \u8f49\u63db\u6210\u66f4\u9ad8\u50f9\u503c\u7684\u4f01\u696d\u5408\u7d04\uff0c\u8a72\u80a1\u4f5c\u70ba\u9632\u79a6\u6027\u6b96\u5229\u7387\u6a19\u7684\u4ecd\u6709\u6545\u4e8b\uff1b\u5426\u5247\uff0c\u5c31\u4f9d\u65b0\u805e\u4ea4\u6613\u4e26\u56b4\u683c\u63a7\u98a8\u96aa\u3002<\/p>\n

\u6709\u4e00\u500b\u503c\u5f97\u6ce8\u610f\u7684\u76f8\u95dc\u6f5b\u6d41\u3002\u5118\u7ba1 Tesla \u7684\u8ca1\u5831\u5f8c\u6f32\u5e45\u5728\u904e\u53bb\u516b\u5c0f\u6642\u4e3b\u5c0e\u4e86\u539f\u59cb\u5e02\u5834\u6210\u4ea4\u91cf\uff0c\u4f46\u62bc\u6ce8\u591a\u5e74\u8cc7\u672c\u652f\u51fa\u9031\u671f\u8207\u4f01\u696d\u8edf\u9ad4\u9810\u7b97\u7684\u8cc7\u91d1\u4e26\u4e0d\u8ffd\u9010 EV \u7684 Beta\u3002\u8cc7\u91d1\u6d41\u5411\u5de5\u4f5c\u8ca0\u8f09\u8207\u5408\u7d04\u6240\u5728\u4e4b\u8655\u3002\u4eca\u5929\u90a3\u88e1\u5c31\u662f AI \u8207\u96f2\u7aef\u57fa\u790e\u8a2d\u65bd\u8907\u5408\u9ad4\uff0cOracle \u7684\u6d3b\u52d5\u56de\u5831\u63d0\u4f9b\u4e86\u706b\u82b1\uff0c\u5176\u9918\u5806\u758a\u56e0\u9130\u8fd1\u6548\u61c9\u7372\u5f97\u8cb7\u76e4\u3002<\/p>\n

UBS \u5c0d Oracle \u7684\u5831\u544a\u7d66\u4e86\u5e02\u5834\u53ef\u64cd\u4f5c\u7684\u6771\u897f\uff1a\u4f86\u81ea\u5ba2\u6236\u8207\u5408\u4f5c\u5925\u4f34\u7684\u9a57\u8b49\uff0c\u800c\u4e0d\u53ea\u662f\u821e\u53f0\u4e0a\u7684\u8868\u8ff0\u3002\u5b83\u4e5f\u6f86\u4e86\u6f86\u5e7b\u60f3\u7684\u51b7\u6c34\u3002\u4e26\u6c92\u6709\u7a81\u5982\u5176\u4f86\u7684\u5927\u898f\u6a21\u5f9e AWS\u3001Azure \u6216 Google Cloud \u9003\u96e2\u5230 Oracle\uff1b\u6709\u7684\u662f\u5408\u4f5c\u3001\u5de5\u4f5c\u8ca0\u8f09\u7279\u5b9a\u7684\u914d\u7f6e\uff0c\u4ee5\u53ca\u4e00\u689d\u9577\u9577\u7684\u9077\u79fb\u8dd1\u9053\u3002\u9019\u5c31\u662f\u5be6\u969b\u7684\u6578\u4f4d\u8f49\u578b\uff1a\u6f38\u9032\u3001\u8ac7\u5224\u5f0f\uff0c\u5c0d\u60f3\u8981\u505a\u5341\u5e74\u5efa\u8a2d\u65e5\u5167\u4ea4\u6613\u7684\u4eba\u4f86\u8aaa\u6162\u5f97\u4ee4\u4eba\u6293\u72c2\u3002<\/p>\n

\u60f3\u8981\u5c0d\u6bcf\u5247 AI \u65b0\u805e\u5373\u6642\u64c7\u6642\u7684\u6295\u8cc7\u8005\u61c9\u8a18\u4f4f\u9019\u6bb5\u884c\u60c5\u5982\u4f55\u4ea4\u6613\u3002\u6676\u7247\u5b9a\u50f9\u53cd\u6620\u8ecd\u5099\u7af6\u8cfd\uff1b\u96f2\u7aef\u5e73\u53f0\u5b9a\u50f9\u53cd\u6620\u5e74\u91d1\u6027\u6536\u5165\uff1b\u96fb\u4fe1\u5b9a\u50f9\u53cd\u6620\u7ba1\u9053\u2014\u82e5\u6578\u5b57\u4e0d\u5408\u5247\u6703\u53d7\u5230\u61f2\u7f70\u3002\u5728\u5176\u9593\u7684\u662f\u638c\u63a7\u95dc\u9375\u4efb\u52d9\u8cc7\u6599\u5eab\u7684\u4f01\u696d\u8edf\u9ad4\u5de8\u982d\uff0c\u73fe\u5728\u4e00\u9762\u63a8\u5ba2\u6236\u8d70\u5165\u81ea\u5bb6\u96f2\u7aef\uff0c\u4e00\u9762\u52d9\u5be6\u5730\u8207\u7af6\u722d\u5c0d\u624b\u5408\u4f5c\u3002\u9019\u5f88\u6df7\u4e82\uff0c\u4f46\u4e5f\u662f\u8010\u4e45\u56de\u5831\u85cf\u8eab\u4e4b\u8655\u3002<\/p>\n

\u6295\u8cc7\u8005\u8996\u89d2<\/h3>\n

AI \u57fa\u790e\u8a2d\u65bd\u677f\u584a\u662f\u7576\u65e5\u771f\u6b63\u7684\u6230\u5834\uff0c\u56e0\u70ba\u90a3\u662f\u9810\u7b97\u8207\u7269\u7406\u689d\u4ef6\u76f8\u9047\u4e4b\u8655\u3002\u82e5\u4f60\u8981\u529b\u77e9\uff08torque\uff09\uff0c\u534a\u5c0e\u9ad4\u4ecd\u7136\u63d0\u4f9b\uff0cNvidia \u4f5c\u70ba\u57fa\u6e96\uff0cAMD \u4f5c\u70ba\u8cb7\u6b0a\u9078\u64c7\u3002\u82e5\u4f60\u8981\u8010\u4e45\u6027\uff0c\u5c31\u62bc\u6ce8\u5e73\u53f0\u2014\u2014Oracle \u7684\u8cc7\u6599\u5eab\u8b77\u57ce\u6cb3\u8f49\u70ba\u96f2\u7aef\u71df\u6536\uff0cMicrosoft \u4f5c\u70ba\u4f01\u696d\u4f5c\u696d\u7cfb\u7d71\u3002\u96fb\u4fe1\u662f\u908a\u7de3 AI \u7684\u69d3\u687f\u9ede\uff0c\u4f46\u9700\u6c42\u5fc5\u9808\u5728\u767c\u7968\u4e0a\u5c55\u73fe\u3002\u9078\u597d\u4f60\u7684\u7ad9\u4f4d\uff0c\u5c0a\u91cd\u6642\u9593\u8868\uff0c\u8b93\u8cc7\u672c\u652f\u51fa\u9031\u671f\u4f86\u505a\u91cd\u6d3b\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

UBS \u91cd\u65b0\u9ede\u71c3 AI \u96f2\u7aef\u4ea4\u6613\u71b1\u6f6e\uff0cOracle \u4ee5\u771f\u5be6\u8a0a\u865f\u9818\u5148\uff1bNvidia\u3001AMD\u3001Microsoft \u8207 AT&T \u6210\u70ba AI \u8207\u96f2\u7aef\u57fa\u790e\u5efa\u8a2d\u6295\u8cc7\u7126\u9ede\u3002<\/p>\n","protected":false},"author":50,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[426],"tags":[675,784,803],"class_list":["post-600513","post","type-post","status-publish","format-standard","hentry","category-market-news-zh-hant","tag--zh-hant","tag-784","tag-803"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/600513","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\/50"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=600513"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/600513\/revisions"}],"predecessor-version":[{"id":600526,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/600513\/revisions\/600526"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=600513"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=600513"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=600513"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}