{"id":619006,"date":"2026-02-05T04:29:16","date_gmt":"2026-02-05T12:29:16","guid":{"rendered":"https:\/\/nai500.com\/?p=619006"},"modified":"2026-02-05T04:29:16","modified_gmt":"2026-02-05T12:29:16","slug":"aws-msft-amzn","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2026\/02\/aws-msft-amzn\/","title":{"rendered":"AWS \u9762\u81e8\u8003\u9a57\uff0cMSFT \u5d29\u8dcc\u7c60\u7f69\u4e9e\u99ac\u905c (AMZN)"},"content":{"rendered":"

\u4e9e\u99ac\u905c\u5728\u8ca1\u5831\u524d\u5915\uff0c\u96f2\u7aef\u984c\u6750\u8cb7\u76e4\u8655\u65bc\u7dca\u5f35\u72c0\u614b\u3002\u53d7\u5230\u4e0a\u9031 Microsoft \u6b77\u53f2\u6027\u5e02\u503c\u84b8\u767c\u5f71\u97ff\uff0c\u6295\u8cc7\u4eba\u5c07\u7126\u9ede\u96c6\u4e2d\u5728 Amazon Web Services\uff08AWS\uff09\u4e0a\uff0c\u80a1\u50f9\u5728\u9031\u56db\u516c\u5e03\u524d\u4e0b\u632b\u7d04 4%\uff0c\u56e0\u5e02\u5834\u6b63\u5728\u70ba\u96f2\u7aef\u6210\u9577\u653e\u7de9\u8207\u9f90\u5927\u7684 AI \u652f\u51fa\u4f30\u50f9\u3002AWS \u4e0a\u5b63\u6210\u9577 19%\uff0c\u9054\u5230 287.9 \u5104\u7f8e\u5143\uff0c\u7565\u5fae\u4f4e\u65bc\u9810\u671f\uff0c\u4e26\u91cd\u65b0\u9ede\u71c3\u4e86\u722d\u8ad6\uff1a\u7531 AI \u63a8\u52d5\u7684\u9700\u6c42\u80fd\u5426\u5f4c\u88dc\u5bb9\u91cf\u74f6\u9838\u8207\u5229\u6f64\u7387\u58d3\u529b\u3002<\/p>\n

\u5e02\u5834\u80cc\u666f\u8207\u96f2\u7aef\u91cd\u4f30<\/h3>\n

Microsoft \u8fd1 5,000 \u5104\u7f8e\u5143\u7684\u66b4\u8dcc\u8feb\u4f7f\u5e02\u5834\u91cd\u65b0\u8a55\u4f30 AI \u7684\u6210\u672c\u3002Azure \u6210\u9577\u653e\u7de9\u4ee5\u53ca\u8cc7\u672c\u652f\u51fa\u5e74\u589e 66%\u3001\u9054\u5230 375 \u5104\u7f8e\u5143\uff0c\u51f8\u986f\u4e86\u4e00\u500b\u57fa\u672c\u5f35\u529b\uff1a\u57fa\u790e\u5efa\u8a2d\u9810\u7b97\u73fe\u5728\u5927\u5e45\u6500\u5347\uff0c\u5831\u916c\u5247\u8f03\u665a\u51fa\u73fe\u3002Microsoft \u80a1\u50f9\u5df2\u7a69\u5b9a\uff0c\u4f46\u8a0a\u606f\u5df2\u50b3\u9054\u3002\u82e5\u8d85\u5927\u578b\u96f2\u7aef\u5c64\u7d1a\u7684\u9802\u7aef\u6210\u9577\u53d7\u5230\u6676\u7247\u3001\u96fb\u529b\u8207\u8208\u5efa\u6642\u7a0b\u9650\u5236\uff0c\u5247\u96f2\u7aef\u73fe\u91d1\u6d41\u7684\u500d\u6578\u6703\u88ab\u4e0b\u4fee\u3002\u9019\u6b63\u662f\u4e9e\u99ac\u905c\u5728\u516c\u5e03\u8ca1\u5831\u524d\u6240\u9762\u81e8\u7684\u60c5\u5883\u3002<\/p>\n

AWS \u6210\u9577\u53d7\u5230\u653e\u5927\u6aa2\u8996<\/h3>\n

AWS \u4e0a\u5b63\u71df\u6536\u6210\u9577 19%\uff0c\u9054\u5230 287.9 \u5104\u7f8e\u5143\uff0c\u7565\u4f4e\u65bc\u5206\u6790\u5e2b\u6a21\u578b\u7684 288.7 \u5104\u7f8e\u5143\u3002\u73fe\u968e\u6bb5\u4ee5\u57fa\u9ede\u8a08\u7b97\u7684\u5dee\u8ddd\u5f88\u91cd\u8981\uff0c\u56e0\u70ba\u5e02\u5834\u6b63\u5728\u5c0b\u627e\u4e00\u500b\u4e7e\u6de8\u7684\u518d\u52a0\u901f\u6558\u4e8b\uff0c\u4ee5\u5f4c\u88dc\u5169\u5e74\u4f86\u512a\u5316\u963b\u529b\u5f8c\u7684\u7591\u616e\u3002\u8cc7\u672c\u5e02\u5834\u9700\u8981\u8b49\u660e AI \u5de5\u4f5c\u8ca0\u8f09\u80fd\u8f49\u5316\u70ba\u5ee3\u6cdb\u4e14\u53ef\u6301\u7e8c\u7684\u6210\u9577\uff0c\u800c\u4e0d\u53ea\u662f\u96f6\u661f\u7684\u8a66\u9a57\u5c08\u6848\u6216\u55ae\u6b21\u8a13\u7df4\u9ad8\u5cf0\uff0c\u9020\u6210\u6bcf\u5b63\u6bd4\u8f03\u6578\u64da\u300c\u4e0d\u7a69\u5b9a\u300d\u3002\u4e9e\u99ac\u905c\u4e0d\u9700\u8981\u9a5a\u4eba\u7684\u6578\u5b57\uff1b\u9700\u8981\u7684\u662f\u4e00\u689d\u986f\u793a\u7a69\u5b9a\u9700\u6c42\u3001\u5229\u7528\u7387\u6539\u5584\u8207\u69d3\u687f\u6548\u679c\uff0c\u5373\u4fbf\u5728\u9ad8\u984d\u8cc7\u672c\u652f\u51fa\u4e0b\u4e5f\u80fd\u7dad\u6301\u7684\u6ed1\u884c\u8def\u5f91\u3002<\/p>\n

\u8cc7\u672c\u652f\u51fa\u3001\u96fb\u529b\u8207 AI \u5229\u6f64\u7387\u554f\u984c<\/h3>\n

AI \u6b63\u8feb\u4f7f\u8d85\u5927\u578b\u96f2\u7aef\u696d\u8005\u50cf\u516c\u7528\u4e8b\u696d\u822c\u904b\u4f5c\u3002\u8cc7\u6599\u4e2d\u5fc3\u8208\u5efa\u6b63\u5728\u906d\u9047\u73fe\u5be6\u9650\u5236\uff1aGPU \u4f9b\u61c9\u3001\u8b8a\u58d3\u5668\u4ea4\u671f\u8207\u96fb\u529b\u3002\u7d50\u679c\u662f\u8cc7\u672c\u5faa\u74b0\u9818\u5148\u65bc\u71df\u6536\u8a8d\u5217\u3002\u6298\u820a\u73fe\u5728\u5c31\u958b\u59cb\u885d\u64ca\uff1b\u8ca8\u5e63\u5316\u5247\u5728\u4e4b\u5f8c\u52a0\u901f\u3002\u6295\u8cc7\u4eba\u525b\u56e0\u6642\u5e8f\u4e0d\u5339\u914d\u800c\u61f2\u7f70\u4e86 Microsoft\u3002\u4e9e\u99ac\u905c\u4e5f\u4e26\u975e\u4f8b\u5916\u3002\u5b83\u6b63\u6295\u5165\u6578\u767e\u5104\u7f8e\u5143\u65bc\u5bb9\u91cf\u3001\u5ba2\u88fd\u5316\u6676\u7247\u8207\u96fb\u529b\u5408\u7d04\uff0c\u4ee5\u652f\u63f4\u751f\u6210\u5f0f AI \u8207\u50b3\u7d71\u96f2\u7aef\u6210\u9577\u3002\u722d\u8ad6\u7684\u91cd\u9ede\u4e0d\u662f\u662f\u5426\u8981\u82b1\u9322\uff0c\u800c\u662f\u90a3\u4e9b\u8cc7\u91d1\u591a\u5feb\u80fd\u8f49\u8b8a\u6210\u9ad8\u5229\u6f64\u670d\u52d9\uff0c\u800c\u975e\u4f4e\u56de\u5831\u7684\u57fa\u790e\u8a2d\u65bd\u3002\u5982\u679c AWS \u5728\u8cc7\u672c\u652f\u51fa\u589e\u52a0\u7684\u540c\u6642\u4ecd\u80fd\u5b88\u4f4f\u6216\u64f4\u5927\u5229\u6f64\u7387\uff0c\u80a1\u50f9\u5c31\u6703\u5f97\u5230\u4fdd\u8b77\uff1b\u82e5\u5229\u6f64\u7387\u6536\u7e2e\uff0c\u5e02\u5834\u5c07\u5047\u5b9a AI \u5728\u66f4\u9577\u6642\u9593\u5167\u5177\u6709\u7a00\u91cb\u6027\u3002<\/p>\n

\u4e9e\u99ac\u905c\u4eca\u665a\u5fc5\u9808\u4ea4\u51fa\u7684\u91cd\u9ede<\/h3>\n

\u6e05\u6670\u52dd\u904e\u82b1\u4fcf\u3002\u9996\u5148\uff0cAWS \u6210\u9577\u7bc0\u594f\uff1a\u71df\u6536\u6210\u9577\u662f\u5426\u5448\u73fe\u74b0\u6bd4\u6539\u5584\uff1f\u5ba2\u6236\u7ba1\u9053\u662f\u5426\u64f4\u5c55\uff0c\u8d85\u8d8a\u5c11\u6578\u524d\u6cbf\u6a21\u578b\u5ba2\u6236\uff1f\u7b2c\u4e8c\uff0c\u4f9b\u61c9\u8207\u96fb\u529b\uff1a\u6709\u591a\u5c11\u5bb9\u91cf\u5df2\u4e0a\u7dda\uff1f\u555f\u52d5\u6709\u610f\u7fa9\u65b0\u5146\u74e6\u6578\u7684\u6642\u7a0b\u70ba\u4f55\uff1f\u6676\u7247\u9650\u5236\u662f\u5426\u7de9\u89e3\uff1f\u7b2c\u4e09\uff0c\u8ca8\u5e63\u5316\uff1a\u63d0\u4f9b\u95dc\u65bc Bedrock\u3001Q \u8207\u5ba2\u88fd\u6676\u7247\u6210\u529f\u6848\u4f8b\uff0c\u986f\u793a\u5ba2\u6236\u6b63\u5728\u628a\u751f\u7522\u5de5\u4f5c\u8ca0\u8f09\u8f49\u79fb\u5230\u5be6\u969b\u71df\u904b\uff0c\u800c\u975e\u50c5\u662f\u5be6\u9a57\u3002\u7b2c\u56db\uff0c\u672a\u5be6\u73fe\u696d\u7e3e\u8207\u627f\u8afe\uff1a\u5269\u9918\u5c65\u7d04\u7fa9\u52d9\u7684\u6210\u9577\u6709\u52a9\u65bc\u5f4c\u5408\u8cc7\u672c\u652f\u51fa\u8207\u71df\u6536\u9593\u7684\u5dee\u8ddd\u3002\u7b2c\u4e94\uff0c\u5229\u6f64\u7387\u8ecc\u8de1\uff1a\u95dc\u65bc\u5229\u7528\u7387\u3001\u50f9\u683c\u7d00\u5f8b\u8207\u5927\u898f\u6a21\u63a8\u8ad6\u55ae\u4f4d\u7d93\u6fdf\u7684\u7d30\u7bc0\u8aaa\u660e\u3002\u5e02\u5834\u4e5f\u6703\u89e3\u6790\u4efb\u4f55\u5c0d 2026 \u5e74\u8cc7\u672c\u652f\u51fa\u6c34\u6e96\u7684\u6697\u793a\uff0c\u4ee5\u53ca\u652f\u51fa\u5f37\u5ea6\u662f\u5426\u5df2\u898b\u9802\u3002<\/p>\n

Azure \u7684\u53ef\u63a8\u8ad6\u6027\u8207\u7af6\u722d\u683c\u5c40<\/h3>\n

Microsoft \u7684\u8a0a\u606f\u4e0d\u662f\u9700\u6c42\u88ab\u6467\u6bc0\uff0c\u800c\u662f\u5bb9\u91cf\u8207\u6210\u672c\u554f\u984c\u3002\u9019\u5c0d\u4e9e\u99ac\u905c\u4f86\u8aaa\u662f\u4e00\u500b\u91cd\u8981\u5340\u5225\u3002\u82e5 Azure \u7684\u6210\u9577\u653e\u7de9\u6e90\u81ea\u4f9b\u61c9\u8207\u96fb\u529b\u74f6\u9838\uff0cAWS \u5f88\u53ef\u80fd\u4e5f\u9762\u81e8\u985e\u4f3c\u9650\u5236\u3002\u9019\u4f7f\u5f97\u6307\u5f15\u7684\u7d30\u5fae\u5dee\u7570\u8b8a\u5f97\u95dc\u9375\u3002\u82e5\u80fd\u63d0\u51fa\u53ef\u4fe1\u7684\u8def\u5f91\uff0c\u5728\u4e0b\u534a\u5e74\u7de9\u89e3\u9650\u5236\uff0c\u5c31\u80fd\u5728\u4e0d\u81a8\u8139\u77ed\u671f\u6210\u672c\u7684\u60c5\u6cc1\u4e0b\u7dad\u6301\u6210\u9577\u9810\u671f\u3002\u5728\u7af6\u722d\u4e0a\uff0cMicrosoft \u50be\u5411\u628a AI \u6574\u5408\u70ba\u5176\u8edf\u9ad4\u751f\u614b\u7684\u5171\u99d5\u99db\u529f\u80fd\u3002\u4e9e\u99ac\u905c\u7684\u89d2\u5ea6\u662f\u5e73\u53f0\u5f48\u6027\uff1a\u900f\u904e Bedrock \u63d0\u4f9b\u6a21\u578b\u9078\u64c7\u3001\u900f\u904e Trainium \u8207 Inferentia \u63d0\u4f9b\u50f9\u683c\u6548\u80fd\uff0c\u4ee5\u53ca\u900f\u904e\u5176\u9f90\u5927\u7684\u5408\u4f5c\u5925\u4f34\u751f\u614b\u63a1\u53d6\u4ee5\u670d\u52d9\u70ba\u4e3b\u5c0e\u7684\u65b9\u5f0f\u3002\u8857\u53e3\u6703\u734e\u52f5\u80fd\u628a AI \u597d\u5947\u5fc3\u8f49\u5316\u70ba\u9ecf\u6027\u3001\u898f\u6a21\u5316\u5de5\u4f5c\u8ca0\u8f09\u800c\u975e\u9760\u6298\u6263\u8cb7\u4f86\u71df\u6536\u7684\u8d85\u5927\u578b\u96f2\u7aef\u696d\u8005\u3002<\/p>\n

\u4f30\u503c\u7b97\u8853\u73fe\u5728\u662f\u5229\u6f64\u7387\u6545\u4e8b<\/h3>\n

AWS \u62c9\u52d5\u4e9e\u99ac\u905c\u5927\u90e8\u5206\u71df\u696d\u5229\u6f64\uff0c\u9032\u800c\u5728\u4f30\u503c\u8ad6\u8b49\u4e2d\u5360\u6bd4\u4e0d\u6210\u6bd4\u4f8b\u3002\u5728\u4e0a\u9031\u96f2\u7aef\u91cd\u4f30\u4e4b\u5f8c\uff0c\u6295\u8cc7\u4eba\u5c0d AI \u57fa\u790e\u8a2d\u65bd\u5167\u52a0\u4e0a\u4e86\u8f03\u9ad8\u7684\u98a8\u96aa\u6ea2\u916c\u3002\u9019\u5c07\u7126\u9ede\u76f4\u63a5\u63a8\u5411\u5229\u6f64\u7387\u8207\u81ea\u7531\u73fe\u91d1\u6d41\u3002\u5c0d\u4e9e\u99ac\u905c\u4f86\u8aaa\uff0c\u591a\u982d\u60c5\u5883\u5f88\u76f4\u767d\uff1a\u8b49\u660e AI \u9700\u6c42\u80fd\u5feb\u901f\u63d0\u9ad8\u5229\u7528\u7387\uff0c\u8d85\u8d8a\u6298\u820a\u901f\u5ea6\uff0c\u7dad\u6301\u5408\u7406\u5b9a\u50f9\uff0c\u8b93\u71df\u904b\u69d3\u687f\u518d\u6b21\u986f\u73fe\u3002\u7a7a\u982d\u60c5\u5883\uff1aAI \u5de5\u4f5c\u8ca0\u8f09\u4ecd\u7136\u96f6\u661f\uff0c\u63a8\u8ad6\u5229\u6f64\u7387\u843d\u5f8c\u65bc\u50b3\u7d71\u96f2\u7aef\u670d\u52d9\uff0c\u4e14\u56e0\u70ba\u96fb\u529b\u8207\u4f9b\u61c9\u9650\u5236\u9700\u66f4\u4e45\u6642\u9593\u89e3\u6c7a\uff0c\u8cc7\u672c\u652f\u51fa\u7dad\u6301\u5728\u9ad8\u6a94\u3002\u4eca\u665a\u7684\u8a55\u8ad6\u6703\u5de6\u53f3\u5169\u908a\u7684\u5929\u79e4\u3002<\/p>\n

\u6ce8\u610f\u6a19\u984c\u6578\u5b57\u4e4b\u5916\u7684\u300c\u8de1\u8c61\u300d<\/h3>\n

AWS \u7684\u6210\u9577\u8207\u5229\u6f64\u7387\u5c07\u4e3b\u5c0e\u7126\u9ede\uff0c\u4f46\u96fb\u8a71\u6703\u8b70\u4e2d\u7684\u300c\u8de1\u8c61\u300d\u4e5f\u5f88\u91cd\u8981\u3002\u8a9e\u6c23\u82e5\u7531\u5ba2\u6236\u512a\u5316\u8f49\u5411\u64f4\u5f35\uff0c\u4fbf\u986f\u793a\u6211\u5011\u8655\u65bc\u5faa\u74b0\u7684\u4f55\u8655\u3002\u63d0\u5230\u5927\u898f\u6a21\u5927\u578b\u8a9e\u8a00\u6a21\u578b\u63a8\u8ad6\u3001\u4f01\u696d\u8cc7\u6599\u6cbb\u7406\u7684\u52dd\u5229\uff0c\u4ee5\u53ca\u7522\u696d\u5c08\u5c6c AI \u670d\u52d9\uff0c\u6697\u793a\u53ef\u6301\u7e8c\u7684\u71df\u6536\u4f86\u6e90\u3002\u5177\u9ad4\u7684\u65b0\u5340\u57df\u3001\u8b8a\u96fb\u6240\u6216\u96fb\u529b\u63a1\u8cfc\u5354\u8b70\u6642\u7a0b\uff0c\u5c07\u6709\u52a9\u65bc\u91cf\u5316\u5bb9\u91cf\u7de9\u89e3\u7a0b\u5ea6\u3002\u4e26\u7559\u610f\u7ba1\u7406\u5c64\u5982\u4f55\u6846\u5b9a\u5ba2\u88fd\u5316\u6676\u7247\u7684\u63a1\u7528\uff1b\u6210\u529f\u9077\u79fb\u6703\u964d\u4f4e\u55ae\u4f4d\u6210\u672c\uff0c\u5373\u4fbf\u6a19\u50f9\u7dad\u6301\u4e0d\u8b8a\uff0c\u4e5f\u80fd\u652f\u6490\u5229\u6f64\u7387\u3002<\/p>\n

AMZN \u7684\u52dd\u5229\u8207\u52d5\u6416\u6a23\u8c8c<\/h3>\n

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