{"id":620918,"date":"2026-02-18T04:08:58","date_gmt":"2026-02-18T12:08:58","guid":{"rendered":"https:\/\/nai500.com\/?p=620918"},"modified":"2026-02-18T04:08:58","modified_gmt":"2026-02-18T12:08:58","slug":"meta-nvidia-nvda-meta-amd-anet","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2026\/02\/meta-nvidia-nvda-meta-amd-anet\/","title":{"rendered":"Meta \u8207 Nvidia \u5354\u8b70\u63a8\u5347 NVDA\u3001META\uff1b\u6253\u64ca AMD\u3001ANET"},"content":{"rendered":"

\u8207\u4eba\u5de5\u667a\u6167\u76f8\u95dc\u7684\u80a1\u7968\u5728\u76e4\u5f8c\u53cd\u5f48\uff0c\u56e0 Meta \u7c3d\u7f72\u591a\u5e74\u5354\u8b70\uff0c\u5c07\u5176 AI \u57fa\u790e\u8a2d\u65bd\u6a19\u6e96\u5316\u70ba Nvidia \u786c\u9ad4\u3002Nvidia \u80a1\u50f9\u4e0a\u6f32\u7d04 1.75%\uff0cMeta \u4e0a\u6f32\u7d04 2%\uff0c\u800c Advanced Micro Devices \u4e0b\u6ed1 3%\u3001Arista Networks \u56e0\u5e02\u5834\u64d4\u6182\u8a72\u5354\u8b70\u7e2e\u5c0f\u5c0d\u624b\u6a5f\u6703\u800c\u66b4\u8dcc\u7d04 11%\u3002<\/p>\n

\u671f\u8ca8\u8207\u76e4\u9762\u52d5\u5411<\/h3>\n

\u7f8e\u80a1\u671f\u8ca8\u5728\u9031\u4e09\u65e9\u76e4\u5c0f\u5e45\u8d70\u9ad8\uff0cDow Jones\u3001S&P 500 \u8207 Nasdaq \u671f\u7d04\u5728\u7d93\u6b77\u9031\u4e8c\u9707\u76ea\u3001\u7531\u65e9\u76e4\u8dcc\u5e45\u56de\u5fa9\u70ba\u5fae\u5e45\u4e0a\u6f32\u5f8c\u8d70\u52e2\u56de\u7a69\u3002\u50ac\u5316\u56e0\u7d20\u662f\uff1aMeta \u627f\u8afe\u5728\u8d85\u5927\u898f\u6a21\u8cc7\u6599\u4e2d\u5fc3\u90e8\u7f72\u6578\u4ee5\u767e\u842c\u8a08\u7684 Nvidia \u4e0b\u4e00\u4ee3 Blackwell \u8207 Rubin GPU\uff0c\u642d\u914d Grace \u8207 Vera CPU\uff0c\u4e26\u5c07 Nvidia \u7684 Spectrum-X \u4e59\u592a\u7db2\u8def\u7d0d\u5165\u5176\u9aa8\u5e79\u7db2\u8def\u3002\u4ea4\u6613\u8005\u7684\u7d50\u8ad6\u5f88\u76f4\u63a5\u3002Nvidia \u5728\u5927\u898f\u6a21\u4e0a\u596a\u53d6\u652f\u51fa\u4efd\u984d\uff1bMeta \u9396\u5b9a\u904b\u7b97\u80fd\u529b\uff1b\u66ff\u4ee3\u65b9\u6848\u81f3\u5c11\u5728\u9019\u4f4d\u8cb7\u5bb6\u8655\u9000\u5c45\u6b21\u5e2d\u3002<\/p>\n

Meta \u8cfc\u8cb7\u5167\u5bb9<\/h3>\n

\u8a72\u5354\u8b70\u978f\u56fa\u4e86 Nvidia \u5728\u5168\u7403\u6700\u5927 AI \u652f\u51fa\u8005\u4e4b\u4e00\u7684\u5168\u68e7\u7b56\u7565\u3002Blackwell \u8207 Rubin \u662f Nvidia \u4e0b\u4e00\u4ee3\u7684\u8a13\u7df4\u8207\u63a8\u8ad6\u65d7\u8266\uff0c\u65e8\u5728\u63d0\u5347\u6bcf\u74e6\u8207\u6bcf\u7f8e\u5143\u7684\u6548\u80fd\uff0c\u540c\u6642\u5f37\u5316\u8207\u516c\u53f8 CUDA \u8edf\u9ad4\u8b77\u57ce\u6cb3\u7684\u6574\u5408\u3002Grace \u8207 Vera \u5c07 CPU \u8207 GPU \u8a18\u61b6\u9ad4\u5354\u8abf\u7d50\u5408\uff0c\u4f7f\u8cc7\u6599\u66f4\u9760\u8fd1\u904b\u7b97\u4ee5\u964d\u4f4e\u74f6\u9838\u3002Spectrum-X \u5c07 Nvidia \u66f4\u6df1\u5730\u5e36\u5165\u8cc7\u6599\u4e2d\u5fc3\u7db2\u8def\uff0c\u63d0\u4f9b\u70ba AI \u5de5\u4f5c\u8ca0\u8f09\u8abf\u6821\u7684\u4e59\u592a\u7db2\u8def\u4ea4\u63db\u6a5f\uff0c\u9019\u662f\u5176\u9010\u6b65\u8d85\u8d8a InfiniBand \u7684\u5ef6\u4f38\u9818\u57df\u3002<\/p>\n

\u5c0d Meta \u800c\u8a00\uff0c\u6a19\u6e96\u5316\u70ba\u5782\u76f4\u6574\u5408\u5806\u758a\u80fd\u964d\u4f4e\u8907\u96dc\u6027\u4e26\u52a0\u901f\u6a21\u578b\u90e8\u7f72\u3002\u516c\u53f8\u9700\u8981\u7a69\u5b9a\u4e14\u53ef\u9810\u671f\u7684\u904b\u7b97\u4f9b\u7d66\uff0c\u4ee5\u64f4\u5c55 Facebook\u3001Instagram\u3001WhatsApp \u8207\u5176\u4f01\u696d\u7522\u54c1\u4e2d\u7684\u63a8\u85a6\u7cfb\u7d71\u3001\u751f\u6210\u5668\u8207\u591a\u6a21\u614b\u4ee3\u7406\u3002\u591a\u5e74\u91cf\u5316\u627f\u8afe\u53ef\u4ee5\u63db\u4f86\u66f4\u597d\u7684\u50f9\u683c\u3001\u512a\u5148\u4f9b\u61c9\u8207\u66f4\u7dca\u5bc6\u7684\u7522\u54c1\u8def\u7dda\u5c0d\u9f4a\u3002\u9019\u4e5f\u5411\u4f9b\u61c9\u5546\u767c\u51fa\u8a0a\u865f\uff1aMeta \u60f3\u8981\u66f4\u5c11\u7684\u4f9b\u61c9\u5546\u3001\u66f4\u6df1\u7684\u5408\u4f5c\u95dc\u4fc2\u4ee5\u53ca\u66f4\u5feb\u7684\u751f\u7522\u5316\u901f\u5ea6\u3002<\/p>\n

\u5c0d\u7af6\u722d\u8005\u7684\u885d\u64ca<\/h3>\n

\u80a1\u50f9\u8d70\u52e2\u8aaa\u660e\u4e86\u53e6\u4e00\u9762\u3002\u525b\u5728 MI300 \u52a0\u901f\u5668\u53d6\u5f97\u9032\u5c55\u7684 AMD\uff0c\u56e0\u6295\u8cc7\u4eba\u9810\u671f\u5176\u5728 Meta \u7684\u6210\u9577\u6703\u653e\u7de9\u800c\u88ab\u91cd\u65b0\u4f30\u50f9\u3002\u76e4\u5f8c\u4e0b\u8dcc\u7d04 3% \u53cd\u6620\u4e86\u7b97\u5f0f\uff1a\u5982\u679c Meta \u5c07\u5927\u90e8\u5206\u65b0\u589e GPU \u8a02\u55ae\u50be\u5411\u65bc Nvidia\uff0cAMD \u5fc5\u9808\u5728\u5176\u4ed6\u8d85\u5927\u898f\u6a21\u696d\u8005\u722d\u53d6\u5e02\u5360\u3001\u5c0d\u4f01\u696d\u8207\u4e3b\u6b0a\u7d1a\u6848\u5b50\u66f4\u52a0\u4f9d\u8cf4\uff0c\u6216\u7e2e\u77ed\u5176\u4e0b\u4e00\u88fd\u7a0b\u7684\u4e0a\u5e02\u6642\u9593\u3002<\/p>\n

Arista \u53d7\u5275\u66f4\u91cd\uff0c\u4e0b\u8dcc\u7d04 11%\uff0c\u5e02\u5834\u64d4\u5fc3 Spectrum-X \u5c07\u64e0\u58d3 Meta \u7684\u4e59\u592a\u7db2\u4ea4\u63db\u6a5f\u5546\u6a5f\u3002Arista \u4e00\u76f4\u662f AI \u8cc7\u6599\u4e2d\u5fc3\u5efa\u7f6e\u7684\u4e3b\u8981\u53d7\u76ca\u8005\uff0c\u4f46 Nvidia \u9032\u4e00\u6b65\u63a7\u5236 AI \u53e2\u96c6\u7684\u7db2\u8def\u5806\u758a\uff0c\u52a0\u5287\u7af6\u722d\u5a01\u8105\u3002\u6b64\u8209\u4e5f\u8b93\u5916\u754c\u66f4\u52a0\u95dc\u6ce8 Arista \u7684\u6210\u9577\u662f\u5426\u904e\u5ea6\u66b4\u9732\u65bc\u55ae\u4e00\u8cb7\u5bb6\uff0c\u4ee5\u53ca\u5176\u4ed6\u8d85\u5927\u898f\u6a21\u696d\u8005\u662f\u5426\u6703\u70ba\u4e86\u4fdd\u6709\u8b70\u50f9\u529b\u800c\u5728\u7db2\u8def\u4f9b\u61c9\u5546\u4e0a\u63a1\u53d6\u591a\u5143\u5316\u3002Broadcom \u4e5f\u8655\u65bc\u885d\u64ca\u7bc4\u570d\u5167\u3002\u96d6\u7136 Broadcom \u5728\u751f\u614b\u7cfb\u5ee3\u6cdb\u92b7\u552e\u5b9a\u5236\u77fd\u7247\u8207\u5149\u5b78\u5143\u4ef6\uff0c\u4f46\u82e5 Meta \u8f49\u5411\u4f7f\u7528 Nvidia \u54c1\u724c\u7684 AI \u53e2\u96c6\u4e59\u592a\u7db2\u8def\uff0c\u53ef\u80fd\u524a\u5f31\u539f\u5148\u5bc4\u671b\u65bc\u5728\u8a72\u5ba2\u6236\u7372\u5f97\u5546\u7528\u4ea4\u63db\u6a5f\u52dd\u5229\u7684\u6b63\u9762\u9810\u671f\u3002<\/p>\n

\u8cc7\u672c\u652f\u51fa\u6578\u5b78<\/h3>\n

\u9019\u4e00\u7b56\u7565\u908f\u8f2f\u5efa\u7acb\u5728\u66f4\u5927\u4e00\u6ce2\u7684\u8cc7\u672c\u652f\u51fa\u4e0a\u3002\u4eca\u5e74\u5927\u578b\u79d1\u6280\u516c\u53f8\u5c07\u5728 AI \u4e0a\u6295\u5165\u9060\u8d85\u904e\u4e94\u5343\u5104\u7f8e\u5143\uff0c\u8d85\u5927\u898f\u6a21\u696d\u8005\u7af6\u76f8\u589e\u52a0\u904b\u7b97\u3001\u8a18\u61b6\u9ad4\u3001\u7db2\u8def\u8207\u96fb\u529b\u3002\u50cf Meta-Nvidia \u9019\u7a2e\u4ea4\u6613\uff0c\u6703\u628a\u9019\u4e9b\u652f\u51fa\u8f49\u5316\u70ba\u591a\u5e74\u5c0d\u9078\u5b9a\u4f9b\u61c9\u5546\u7684\u6536\u5165\u53ef\u898b\u5ea6\u3002\u5c0d Nvidia \u800c\u8a00\uff0c\u9019\u610f\u5473\u8457\u8de8\u591a\u500b\u7522\u54c1\u4e16\u4ee3\u7684\u53ef\u9810\u8a02\u9700\u6c42\uff0c\u4ee5\u53ca\u5c0d\u8edf\u9ad4\u3001\u7db2\u8def\u8207\u670d\u52d9\u7684\u66f4\u5927\u5e36\u52d5\uff0c\u9032\u800c\u63d0\u5347\u6df7\u5408\u5229\u6f64\u7387\u3002\u5c0d Meta \u800c\u8a00\uff0c\u9019\u662f\u6295\u8cc7\u6848\u4f8b\uff1a\u8a13\u7df4\u8207\u670d\u52d9\u7684\u55ae\u4f4d\u6210\u672c\u964d\u4f4e\u3001\u6bcf\u500b\u8cc7\u6599\u4e2d\u5fc3\u7684\u541e\u5410\u91cf\u63d0\u5347\uff0c\u4ee5\u53ca\u80fd\u66f4\u5feb\u901f\u53cd\u8986\u6539\u9032\u9a45\u52d5\u7528\u6236\u6642\u9577\u8207\u5ee3\u544a\u6536\u76ca\u7684 AI \u529f\u80fd\u3002<\/p>\n

\u4f46\u4e5f\u6709\u5236\u7d04\u3002\u9ad8\u983b\u5bec\u8a18\u61b6\u9ad4\u4ecd\u4f9b\u4e0d\u61c9\u6c42\u3002\u5efa\u8a2d\u73fe\u5728\u540c\u6a23\u53d7\u9650\u65bc\u96fb\u529b\u3001\u51b7\u537b\u8207\u96fb\u7db2\u63a5\u5165\uff0c\u800c\u975e\u50c5\u662f\u6676\u7247\u3002\u4ea4\u4ed8\u6642\u7a0b\u5ef6\u4f38\u70ba\u6578\u5b63\u800c\u975e\u6578\u9031\uff0c\u62c9\u9577\u6536\u5165\u66f2\u7dda\u4e26\u4f7f\u56de\u5831\u504f\u5411\u80fd\u5920\u9078\u5740\u8cc7\u6599\u4e2d\u5fc3\u3001\u53d6\u5f97\u5146\u74e6\u7d1a\u96fb\u529b\u4e26\u6709\u4eba\u529b\u652f\u63f4\u7684\u71df\u904b\u8005\u3002\u9019\u4e5f\u89e3\u91cb\u4e86\u591a\u5e74\u4f9b\u61c9\u5354\u8b70\u80cc\u5f8c\u7684\u8feb\u5207\u6027\uff1a\u82e5\u4e0d\u63d0\u524d\u9396\u5b9a\u77fd\u7247\u3001\u8a18\u61b6\u9ad4\u8207\u4ea4\u63db\u5668\uff0c\u98a8\u96aa\u662f\u932f\u904e\u6574\u500b\u7522\u54c1\u9031\u671f\u3002Meta \u986f\u7136\u6c7a\u5fc3\u4e0d\u932f\u904e\u4e0b\u4e00\u500b\u8f2a\u6b21\u3002<\/p>\n

\u76e3\u7ba1\u9670\u5f71<\/h3>\n

\u898f\u6a21\u4e5f\u5e36\u4f86\u95dc\u6ce8\u3002\u7acb\u6cd5\u8005\u5df2\u8981\u6c42\u76e3\u7ba1\u6a5f\u69cb\u5be9\u8996\u53ef\u80fd\u6291\u5236\u7af6\u722d\u7684 AI \u7d81\u5b9a\u95dc\u4fc2\uff0c\u5305\u62ec\u6240\u8b02\u7684\u53cd\u5411\u6536\u8cfc\u5f0f\u8058\u7528\u7d50\u69cb\u8207\u6574\u5408\u4eba\u624d\u6216\u6392\u9664\u7af6\u722d\u5c0d\u624b\u7684\u5b89\u6392\u3002\u96d6\u7136 Meta \u8207 Nvidia \u7684\u5354\u8b70\u5c6c\u65bc\u4f9b\u61c9\u8207\u6574\u5408\u5408\u7d04\u800c\u975e\u6536\u8cfc\uff0c\u4f46\u5b83\u4ecd\u5c07\u95dc\u9375\u7684\u904b\u7b97\u8207\u7db2\u8def\u80fd\u529b\u96c6\u4e2d\u5728\u55ae\u4e00\u4f9b\u61c9\u5546\u8eab\u4e0a\u3002\u9810\u671f\u6703\u6709\u4eba\u8a62\u554f\u95dc\u65bc\u7d91\u7d81\u3001\u4e92\u901a\u6027\u8207\u5176\u4ed6\u6676\u7247\u88fd\u9020\u5546\u548c\u7db2\u8def\u4f9b\u61c9\u5546\u7684\u63a5\u5165\u554f\u984c\u3002\u5c0d Nvidia \u800c\u8a00\uff0c\u8a0a\u606f\u662f\u4fdd\u6301\u901a\u8def\u958b\u653e\u2014\u2014\u652f\u63f4\u6a19\u6e96\u3001\u5065\u5168\u7684\u8edf\u9ad4\u53ef\u651c\u6027\u8207\u516c\u5e73\u689d\u6b3e\u2014\u2014\u540c\u6642\u4e3b\u5f35\u6027\u80fd\u63d0\u5347\u8b49\u6210\u70ba\u6574\u5408\u8a2d\u8a08\u7684\u7406\u7531\u3002\u5c0d Meta \u800c\u8a00\uff0c\u8faf\u8b77\u7126\u9ede\u662f\u71df\u904b\u9762\uff1a\u66f4\u5c11\u7684\u8b8a\u52d5\u90e8\u4ef6\u3001\u66f4\u5feb\u7684\u90e8\u7f72\u8207\u5728\u898f\u6a21\u4e0b\u66f4\u597d\u7684\u7d93\u6fdf\u6027\u3002<\/p>\n

\u5c0d AI \u4ea4\u6613\u9762\u7684\u555f\u793a<\/h3>\n

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