{"id":604189,"date":"2025-11-17T05:37:35","date_gmt":"2025-11-17T13:37:35","guid":{"rendered":"https:\/\/nai500.com\/?p=604189"},"modified":"2025-11-17T05:37:35","modified_gmt":"2025-11-17T13:37:35","slug":"8-ai-ai","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/11\/8-ai-ai\/","title":{"rendered":"8 \u4e2d\u570b-\u4e9e\u6d32 AI \u500b\u80a1\u6e96\u5099\u8d0f\u5f97 AI \u5de5\u5ee0\u7af6\u8cfd"},"content":{"rendered":"

\u4e9e\u6d32\u7684 AI \u5de5\u696d\u5316\u5df2\u7d93\u5230\u4f86\u3002GMI Cloud \u5728\u53f0\u7063\u65b0\u5efa\u7684 AI \u5de5\u5ee0\uff0c\u63a1\u7528\u6578\u5343\u9846 NVIDIA Blackwell Ultra GPU\uff0c\u4e0d\u50c5\u50c5\u662f\u53e6\u4e00\u500b\u8cc7\u6599\u4e2d\u5fc3\u2014\u2014\u5b83\u662f\u5927\u4e2d\u83ef\u53ca\u66f4\u5ee3\u6cdb\u4e9e\u6d32\u4f9b\u61c9\u93c8\u4e2d\u4e3b\u6b0a\u7d1a AI \u5927\u898f\u6a21\u90e8\u7f72\u7684\u53c3\u8003\u8a2d\u8a08\u3002\u5b83\u9a57\u8b49\u4e86\u4e00\u7a2e\u5c07\u7f8e\u570b\u52a0\u901f\u904b\u7b97\u9818\u5c0e\u529b\u8207\u4e9e\u6d32\u88fd\u9020\u6df1\u5ea6\u3001\u7269\u6d41\u8207\u90e8\u7f72\u901f\u5ea6\u76f8\u7d50\u5408\u7684\u6a21\u5f0f\u3002\u9019\u7a2e\u7d44\u5408\u70ba\u4e0b\u4e00\u8f2a AI \u57fa\u790e\u8a2d\u65bd\u3001\u908a\u7de3\u904b\u7b97\u8207\u80fd\u6e90\u7cfb\u7d71\u7684\u6295\u8cc7\u9031\u671f\u5b9a\u4e0b\u57fa\u8abf\u3002\u4ee5\u4e0b\u70ba\u95dc\u9375\u52d5\u614b\u8207\u516b\u6a94\u76f4\u63a5\u53d7\u60e0\u7684\u500b\u80a1\u3002<\/p>\n

\u4e9e\u6d32 AI \u5de5\u5ee0\u6642\u4ee3\u4f86\u81e8<\/h3>\n

GMI Cloud \u6b63\u5728\u90e8\u7f72 7,000 \u9846 NVIDIA Blackwell Ultra GPU\uff0c\u5206\u5e03\u65bc 96 \u500b GB300 NVL72 \u6a5f\u67b6\uff0c\u4f54\u5730 16 \u5146\u74e6\uff0c\u80fd\u5728 AI \u63a8\u8ad6\u8207\u5fae\u8abf\u4e0a\u63a5\u8fd1\u6bcf\u79d2 200 \u842c\u500b token \u7684\u541e\u5410\u3002\u85c9\u7531 NVIDIA NVLink\u3001Quantum InfiniBand \u8207 Spectrum-X Ethernet \u5c07\u7cfb\u7d71\u4e32\u806f\uff0c\u9019\u662f\u4e00\u500b\u70ba\u771f\u5be6\u5de5\u4f5c\u8ca0\u8f09\u6253\u9020\u7684\u63a8\u8ad6\u5f15\u64ce\uff0c\u800c\u975e\u5be6\u9a57\u5ba4\u73a9\u5177\u3002\u5408\u4f5c\u5925\u4f34\u8b1b\u8ff0\u66f4\u5927\u7684\u6545\u4e8b\u3002\u7def\u5275\u5e36\u4f86\u4e16\u754c\u7d1a\u7684\u7cfb\u7d71\u6574\u5408\u80fd\u529b\u3002\u4e2d\u83ef\u96fb\u4fe1\u627f\u64d4\u9023\u63a5\u6027\u8207\u8cc7\u6599\u4e3b\u6b0a\u3002\u8da8\u52e2\u79d1\u6280\u61c9\u7528\u6578\u4f4d\u5b7f\u751f\u5b89\u5168\u89e3\u6c7a\u65b9\u6848\u3002VAST Data \u76f4\u9762\u827e\u5b57\u7bc0\u7b49\u7d1a\u7684\u5132\u5b58\u554f\u984c\u3002TECO \u512a\u5316\u96fb\u529b\u8207\u51b7\u537b\u3002\u9019\u662f\u4e00\u500b\u5168\u68e7\u8b49\u660e\uff0c\u986f\u793a\u4e9e\u6d32\u80fd\u5920\u5feb\u901f\u5be6\u73fe AI \u5de5\u696d\u5316\u3002\u5c0d\u6295\u8cc7\u4eba\u4f86\u8aaa\uff0c\u8a0a\u865f\u660e\u78ba\uff1aAI \u8a66\u9a57\u6642\u4ee3\u6b63\u5728\u7d50\u675f\u3002\u751f\u7522\u6b63\u65bc\u4e9e\u6d32\u64f4\u5f35\u3002<\/p>\n

\u4e3b\u6b0a AI \u5728\u5927\u4e2d\u83ef\u5be6\u73fe\u898f\u6a21\u5316<\/h3>\n

AI \u7684\u6700\u7d42\u5f62\u614b\u662f\u570b\u5bb6\u7d1a\u7684\u3002\u6bcf\u500b\u653f\u5e9c\u8207\u4f01\u696d\u90fd\u60f3\u8981\u78ba\u4fdd\u8cc7\u6599\u5b58\u653e\u5730\u3001\u6a21\u578b\u8a13\u7df4\u65b9\u5f0f\uff0c\u4ee5\u53ca\u8ab0\u80fd\u5be9\u8a08\u3002\u53f0\u7063 AI \u5de5\u5ee0\u4ee5\u4e3b\u6b0a\u8a2d\u8a08\u56de\u61c9\u9019\u4e9b\u9700\u6c42\uff0c\u540c\u6642\u4ecd\u80fd\u4f7f\u7528\u7f8e\u570b\u9802\u7d1a\u786c\u9ad4\u5806\u758a\u3002\u9019\u7a2e\u6a21\u5f0f\u5c07\u5728\u5927\u4e2d\u83ef\u4e26\u5ef6\u4f38\u81f3\u6771\u5354\u8907\u88fd\u3002\u6642\u6a5f\u8207\u5317\u4eac\u63a8\u52d5\u6280\u8853\u81ea\u7acb\u8207\u4ee5\u9700\u6c42\u70ba\u5c0e\u7684\u6210\u9577\u76ee\u6a19\uff08\u81f3 2035 \u5e74\uff09\u76f8\u5951\u5408\u3002\u4e2d\u570b\u7684\u9818\u8ecd\u8005\u5df2\u4e3b\u5c0e\u95dc\u9375\u9023\u63a5\u7d44\u4ef6\u2014\u20145G\u3001\u88fd\u9020\u3001\u7269\u6d41\u3001\u652f\u4ed8\u8207\u80fd\u6e90\u3002\u96a8\u8457\u65b0\u7684 AI \u5de5\u5ee0\u555f\u52d5\uff0c\u9810\u671f\u4e2d\u570b\u5927\u9678\u7684\u8cc7\u6599\u4e2d\u5fc3\u5c08\u6848\u6703\u63a1\u7528\u985e\u4f3c\u67b6\u69cb\uff0c\u63a8\u52d5 GPU\u3001\u9ad8\u901f\u7db2\u8def\u3001\u96fb\u529b\u8a2d\u5099\u8207\u71b1\u7ba1\u7406\u7cfb\u7d71\u7684\u8a02\u55ae\u3002\u5c0d\u6295\u8cc7\u8005\u800c\u8a00\uff0c\u98db\u8f2a\u6548\u61c9\u719f\u6089\u53ef\u898b\uff1a\u524d\u671f\u8cc7\u672c\u5bc6\u96c6\uff0c\u96a8\u8457\u4f7f\u7528\u7387\u4e0a\u5347\u51fa\u73fe\u71df\u904b\u69d3\u687f\u3002<\/p>\n

\u70ba\u4ec0\u9ebc\u73fe\u5728\u5c0d\u6295\u8cc7\u4eba\u91cd\u8981<\/h3>\n

\u4e09\u500b\u8b8a\u6578\u5c07\u9a45\u52d5\u56de\u5831\uff1aGPU\u3001\u96fb\u529b\u8207\u7ba1\u9053\uff08\u7db2\u8def\uff09\u3002NVIDIA \u525b\u9054\u6210\u696d\u754c\u6700\u91cd\u8981\u7684\u4e00\u500b\u91cc\u7a0b\u7891\u2014\u2014\u9996\u5bb6\u5e02\u503c 5 \u5146\u7f8e\u5143\u516c\u53f8\u2014\u2014\u56e0\u70ba\u52a0\u901f\u904b\u7b97\u4f4d\u65bc\u672c\u8f2a\u9031\u671f\u7684\u6838\u5fc3\u3002\u96fb\u529b\u8ddf\u96a8\u904b\u7b97\u800c\u4f86\u3002TECO \u7684\u6a21\u7d44\u5316\u8cc7\u6599\u4e2d\u5fc3\u8207\u80fd\u6e90\u5373\u670d\u52d9\u80fd\u529b\u6307\u5411\u4e00\u500b\u5340\u57df\u6027\u5efa\u8a2d\u6d6a\u6f6e\uff0c\u512a\u5148\u8003\u91cf\u6548\u7387\u8207\u7a69\u5b9a\u5ea6\u3002\u7ba1\u9053\u662f\u9ecf\u8457\u5291\u3002\u5f9e\u53f0\u7063\u7684\u5149\u7e96\u9aa8\u5e79\u5230 China Mobile \u7684 5G \u908a\u7de3\uff0c\u5206\u92b7\u8207\u9130\u8fd1\u6027\u5c07\u5340\u5225\u8d0f\u5bb6\u8207\u843d\u5f8c\u8005\u3002GMI Cloud \u7684\u85cd\u5716\u6709\u52a9\u65bc\u58d3\u7e2e\u4f01\u696d\u7684\u91cf\u7522\u6642\u9593\u3002\u9019\u7a2e\u62c9\u52d5\u6703\u50b3\u5c0e\u5230\u4e2d\u570b\u7684\u96f2\u7aef\u5e73\u53f0\u3001\u96fb\u4fe1\u71df\u904b\u5546\u3001\u4f3a\u670d\u5668\u88fd\u9020\u5546\u3001\u8cc7\u5b89\u4f9b\u61c9\u5546\uff0c\u4ee5\u53ca\u8f49\u5411\u56fa\u5b9a\u5f0f\u5132\u80fd\u7684\u96fb\u52d5\u8eca\u96fb\u6c60\u9818\u5c0e\u8005\u3002\u8cc7\u672c\u652f\u51fa\u71b1\u6f6e\u5c1a\u672a\u7d50\u675f\uff1b\u5b83\u6b63\u5728\u6574\u500b\u5340\u57df\u64f4\u5c55\u3002<\/p>\n

\u503c\u5f97\u95dc\u6ce8\u7684\u524d\u5341\u5927\u4e2d\u570b-\u4e9e\u6d32 AI \u500b\u80a1\uff08\u5217\u51fa\u516b\u6a94\uff09<\/h3>\n

1) NVIDIA (NVDA) \u2014 \u5168\u7403 AI \u5de5\u5ee0\u7684\u6838\u5fc3\u4f9b\u61c9\u5546\uff0c\u76ee\u524d\u70ba GMI Cloud \u53f0\u7063\u7ad9\u63d0\u4f9b 7,000 \u9846 Blackwell Ultra GPU\u3002\u91cc\u7a0b\u7891\uff1a\u9996\u5bb6\u5e02\u503c 5 \u5146\u7f8e\u5143\u516c\u53f8\uff0c\u51f8\u986f\u5c0d\u52a0\u901f\u904b\u7b97\u7684\u9577\u671f\u9700\u6c42\u3002\u5168\u7403\u5f71\u97ff\uff1a\u70ba\u63a8\u8ad6\u3001\u8a13\u7df4\u8207\u591a\u6a21\u614b\u5de5\u4f5c\u8ca0\u8f09\u5236\u5b9a\u6a19\u6e96\u6027\u67b6\u69cb\u3002<\/p>\n

2) Wistron (3231.TW) \u2014 \u88fd\u9020\u8207\u7cfb\u7d71\u6574\u5408\u9818\u5c0e\u8005\uff0c\u4f7f AI \u9a45\u52d5\u7684\u751f\u7522\u7dda\u6210\u70ba\u53ef\u80fd\uff0c\u5305\u542b\u96fb\u8166\u8996\u89ba\u8207\u6578\u4f4d\u5b7f\u751f\u3002\u91cc\u7a0b\u7891\uff1a\u900f\u904e GMI Cloud \u7684 AI \u5de5\u5ee0\u5be6\u73fe\u73fe\u5834\u8a13\u7df4\u8207\u90e8\u7f72\u3002\u5168\u7403\u5f71\u97ff\uff1a\u70ba\u4e9e\u6d32\u51fa\u53e3\u57fa\u790e\u4e0a\u7684\u667a\u6167\u88fd\u9020\u63d0\u4f9b\u85cd\u5716\u3002<\/p>\n

3) Chunghwa Telecom (2412.TW, CHT) \u2014 \u53f0\u7063\u8a02\u6236\u6578\u6700\u591a\u7684\u96fb\u4fe1\u696d\u8005\uff0c\u63d0\u4f9b\u5c0d\u4e3b\u6b0a AI \u81f3\u95dc\u91cd\u8981\u7684\u5149\u7e96\u8207 5G \u9aa8\u5e79\u3002\u5168\u7403\u5f71\u97ff\uff1a\u652f\u63f4\u8de8\u4e9e\u6d32\u7684\u4f4e\u5ef6\u9072\u9023\u7d50\u4ee5\u90e8\u7f72\u6a21\u578b\u3002<\/p>\n

4) Trend Micro (4704.T) \u2014 \u8cc7\u5b89\u9818\u5c0e\u8005\uff0c\u4f7f\u7528\u6578\u4f4d\u5b7f\u751f\u6280\u8853\u3001NVIDIA BlueField DPU \u8207 GMI Cloud \u57fa\u790e\u8a2d\u65bd\u4f86\u5b89\u5168\u6a21\u64ec\u7db2\u8def\u98a8\u96aa\u3002\u91cc\u7a0b\u7891\uff1a\u5728\u4e0d\u66b4\u9732\u751f\u7522\u7cfb\u7d71\u7684\u60c5\u6cc1\u4e0b\u9032\u884c\u4e3b\u52d5\u9a57\u8b49\u3002\u5168\u7403\u5f71\u97ff\uff1a\u70ba AI \u5de5\u5ee0\u7684\u8cc7\u5b89\u97cc\u6027\u5efa\u7acb\u65b0\u6a19\u6e96\u3002<\/p>\n

5) China Mobile (0941.HK) \u2014 \u4ee5\u8a02\u6236\u6578\u8a08\u70ba\u5168\u7403\u6700\u5927\u884c\u52d5\u71df\u904b\u5546\uff0c\u5e02\u503c\u9054 2,400 \u5104\u7f8e\u5143\u3002\u91cc\u7a0b\u7891\uff1a\u7121\u53ef\u6bd4\u64ec\u7684 5G \u8986\u84cb\uff0c\u5c07\u63a8\u8ad6\u903c\u8fd1\u4f7f\u7528\u8005\u7aef\u3002\u5168\u7403\u5f71\u97ff\uff1a\u70ba\u5927\u9678\u8207\u300c\u4e00\u5e36\u4e00\u8def\u300d\u8d70\u5eca\u63d0\u4f9b AI \u670d\u52d9\u7684\u908a\u7de3\u5206\u767c\u3002<\/p>\n

6) Alibaba Group (9988.HK, BABA) \u2014 \u5168\u7403\u6700\u5927\u96fb\u5546\u8207\u96f2\u7aef\u5e73\u53f0\u4e4b\u4e00\uff0c\u5e02\u503c\u7d04 3,436.4 \u5104\u7f8e\u5143\u3002\u5168\u7403\u5f71\u97ff\uff1a\u70ba\u4e2d\u570b\u7684\u4e2d\u5c0f\u4f01\u696d\u8207\u7701\u7d1a\u653f\u5e9c\u63d0\u4f9b\u53ef\u4e3b\u6b0a\u5316\u7684 AI \u670d\u52d9\uff0c\u5340\u57df\u6027\u5efa\u8a2d\u52a0\u901f GPU \u4f9b\u61c9\uff0c\u63a8\u52d5\u96f2\u7aef AI \u63a1\u7528\u3002<\/p>\n

7) BYD (1211.HK, BYDDY) \u2014 \u96fb\u52d5\u8eca\u8207\u96fb\u6c60\u9818\u5c0e\u8005\uff0c\u6b63\u64f4\u5c55\u81f3\u56fa\u5b9a\u5f0f\u5132\u80fd\u3002\u91cc\u7a0b\u7891\uff1a\u8207\u4e00\u6c7d\u96c6\u5718\u7684\u5408\u8cc7\u5ee0\u8a2d\u8a08\u7e3d\u7522\u80fd\u9054 45 GWh\u3002\u5168\u7403\u5f71\u97ff\uff1a\u70ba\u670d\u52d9 AI \u5de5\u5ee0\u7684\u8cc7\u6599\u4e2d\u5fc3\u63d0\u4f9b\u66f4\u7da0\u8272\u3001\u66f4\u53ef\u9760\u7684\u80fd\u6e90\u5132\u5b58\u8207\u96fb\u529b\u96fb\u5b50\u8a2d\u5099\u3002<\/p>\n

8) JD.com (JD, 9618.HK) \u2014 \u7269\u6d41\u8207\u96f6\u552e\u5e73\u53f0\uff0c\u51fa\u50f9 22 \u5104\u6b50\u5143\u6536\u8cfc\u5fb7\u570b Ceconomy\uff0c\u53ef\u80fd\u53d6\u5f97\u5c07\u8fd1 1,000 \u5bb6\u9580\u5e02\u3002\u5168\u7403\u5f71\u97ff\uff1a\u5728\u6b50\u6d32\u7684\u96f6\u552e\u64da\u9ede\u53ef\u4f5c\u70ba\u63a8\u8ad6\u7684\u908a\u7de3\u7bc0\u9ede\u3001\u6700\u5f8c\u4e00\u54e9\u6a5f\u5668\u4eba\u8207\u539f\u751f AI \u5546\u52d9\u7684\u90e8\u7f72\u5834\u6240\u3002<\/p>\n

\u4e2d\u570b\u7684\u653f\u7b56\u9806\u98a8\u8207\u9700\u6c42\u8a0a\u865f<\/h3>\n

\u4e2d\u570b\u6700\u65b0\u7684\u4e94\u5e74\u898f\u5283\u5f37\u8abf\u6280\u8853\u81ea\u7acb\u8207\u66f4\u5f37\u7684\u5167\u9700\uff0c\u9019\u76f4\u63a5\u5229\u597d AI \u57fa\u790e\u8a2d\u65bd\u3001\u534a\u5c0e\u9ad4\u8207\u7da0\u8272\u80fd\u6e90\u3002\u6d88\u8cbb\u7aef\u4e5f\u652f\u6301\u6b64\u8ad6\u9ede\u3002L\u2019Or\u00e9al \u5728\u4e2d\u570b\u8b77\u819a\u54c1\u724c\u4e0a\u7684\u65b0\u6295\u8cc7\u986f\u793a\u5168\u7403\u8cc7\u672c\u8ffd\u9010\u672c\u571f\u54c1\u724c\uff0c\u96a8\u8457 C-Beauty \u5e02\u5360\u63d0\u5347\u3002\u4e00\u4e9b\u7f8e\u570b\u4f01\u696d\u6b63\u5728\u8abf\u6574\u66dd\u96aa\uff0c\u4f46\u4e2d\u5fc3\u4ecd\u5728\uff1aWalmart \u6b63\u64f4\u5c55 Sam\u2019s Club\uff0cMcDonald\u2019s \u5728\u5168\u570b\u62db\u52df\u3002\u5c0d\u6295\u8cc7\u4eba\u4f86\u8aaa\uff0c\u8a0a\u606f\u662f\u5167\u9700\u4ecd\u662f\u4e00\u500b\u5f15\u64ce\uff0c\u800c\u5317\u4eac\u7684\u653f\u7b56\u6846\u67b6\u8207\u64f4\u5927\u6230\u7565\u6280\u8853\uff08AI\u3001\u96fb\u529b\u96fb\u5b50\u8207\u5148\u9032\u88fd\u9020\uff09\u7684\u65b9\u5411\u4e00\u81f4\u2014\u2014\u4e2d\u570b\u5728\u9019\u4e9b\u9818\u57df\u5df2\u5177\u5168\u7403\u898f\u6a21\u7af6\u722d\u529b\u3002<\/p>\n

\u5f9e\u6b50\u6d32\u5230\u6771\u5354\u7684\u5168\u7403\u8db3\u8de1<\/h3>\n

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