{"id":620936,"date":"2026-02-18T04:08:58","date_gmt":"2026-02-18T12:08:58","guid":{"rendered":"https:\/\/nai500.com\/?p=620936"},"modified":"2026-02-18T04:08:58","modified_gmt":"2026-02-18T12:08:58","slug":"tech-nvda-sndk-amzn-fsly-wdc","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2026\/02\/tech-nvda-sndk-amzn-fsly-wdc\/","title":{"rendered":"Tech \u6700\u6d3b\u8e8d\uff1aNVDA\u3001SNDK\u3001AMZN\u3001FSLY\u3001WDC"},"content":{"rendered":"

\u9022\u4f4e\u8cb7\u76e4\u51fa\u73fe\uff0cAI \u6050\u614c\u66ab\u7de9\u3002\u671f\u8ca8\u56de\u5347\u3001\u9ec3\u91d1\u53cd\u5f48\u3001\u6ce2\u52d5\u7387\u964d\u6eab\uff0c\u5168\u7403\u6700\u64c1\u64e0\u7684\u4ea4\u6613\u2014\u2014\u5927\u578b\u79d1\u6280\u53ca\u5176\u751f\u614b\u2014\u2014\u91cd\u56de\u821e\u53f0\u4e2d\u592e\u3002\u5728\u904e\u53bb\u516b\u5c0f\u6642\u5167\uff0c\u79d1\u6280\u677f\u584a\u638c\u63e1\u65b9\u5411\u76e4\uff0c\u5c11\u6578\u5e7e\u6a94\u500b\u80a1\u5438\u8d70\u5927\u90e8\u5206\u6d41\u52d5\u6027\u8207\u5a92\u9ad4\u982d\u689d\u3002<\/p>\n

\u79d1\u6280\u9818\u6f32\uff0cAI \u7dca\u5f35\u60c5\u7dd2\u8da8\u7de9<\/h3>\n

\u7576 AI \u4ea4\u6613\u505c\u6b62\u904e\u5ea6\u63db\u6c23\uff0c\u8cc7\u91d1\u7acb\u523b\u56de\u6d41\u5230\u6676\u7247\u3001\u96f2\u7aef\uff0c\u4ee5\u53ca\u652f\u6490\u5169\u8005\u7684\u57fa\u790e\u8a2d\u65bd\u3002Nvidia \u4ecd\u7136\u70ba\u98a8\u96aa\u5b9a\u8abf\uff0c\u4f46\u5132\u5b58\u8207\u908a\u7de3\u8a08\u7b97\u76f8\u95dc\u500b\u80a1\u4e5f\u64e0\u9032\u8a71\u984c\u3002\u5de8\u578b\u5e02\u503c\u6392\u884c\u699c\u63d0\u9192\u5927\u5bb6\u8ab0\u5728\u9019\u500b\u5e02\u5834\u638c\u63e1\u6c27\u6c23\u2014\u2014Nvidia\u3001Apple\u3001Alphabet\u3001Amazon\u3001Microsoft\u2014\u2014\u540c\u6642\u6709\u5e7e\u6a94\u5feb\u653b\u80a1\u8b93\u8ffd\u6c42\u52d5\u91cf\u7684\u4ea4\u6613\u8005\u4fdd\u6301\u8208\u8da3\u3002\u4eca\u5929\u7684\u7d50\u8ad6\u5f88\u6e05\u695a\uff1a\u79d1\u6280\u662f\u6700\u6d3b\u8e8d\u7684\u677f\u584a\uff0c\u9019\u4e94\u6a94\u80a1\u7968\u4e3b\u5c0e\u4e86\u8cc7\u91d1\u6d41\u5411\u3001\u6558\u4e8b\uff0c\u6216\u5169\u8005\u517c\u5177\u3002<\/p>\n

\u4eca\u65e5\u79d1\u6280\u6700\u6d3b\u8e8d\u524d\u4e94\u540d<\/h3>\n

1. Nvidia NVDA – AI \u98a8\u5411\u6a19\u56de\u7a69\uff0c\u8cb7\u76e4\u91cd\u65b0\u9032\u5834\u3002\u5e02\u5834\u4e0d\u518d\u628a\u6bcf\u689d AI \u982d\u689d\u90fd\u7576\u6210\u706b\u8b66\u6f14\u7fd2\uff0c\u9019\u5c31\u8db3\u4ee5\u70ba\u9020\u5e02\u8005\u63d0\u4f9b\u8cb7\u76e4\u652f\u6490\u3002\u80a1\u50f9\u4eca\u65e5\u4e0a\u6f32\u7d04 2% \u5de6\u53f3\uff0c\u5f98\u5f8a\u5728\u9ad8 180s \u9644\u8fd1\uff0c\u5e02\u503c\u843d\u5728\u7d04 4 \u5146\u4e2d\u6bb5\u3002\u4ea4\u6613\u7279\u5fb5\u2014\u2014\u6df1\u539a\u7684\u6d41\u52d5\u6027\u3001\u7a84\u5e45\u5dee\u50f9\uff0c\u4ee5\u53ca\u6c38\u4e0d\u7720\u7684\u9078\u64c7\u6b0a\u6210\u4ea4\u91cf\u3002\u76e4\u4e2d\u5340\u9593\u8f03\u8fd1\u671f\u6df7\u4e82\u6642\u671f\u6536\u6582\uff0c\u4f46\u5be6\u73fe\u6ce2\u52d5\u7387\u4ecd\u504f\u9ad8\u3002\u95dc\u9375\u7d50\u8ad6\u2014\u2014NVDA \u4ecd\u662f AI \u98a8\u96aa\u7684\u958b\u95dc\u3002\u82e5\u76e4\u9762\u5e73\u975c\u4e14\u8cb7\u5bb6\u56de\u6b78\uff0c\u9019\u662f\u4ed6\u5011\u9996\u5148\u53bb\u7684\u5730\u65b9\u3002\u5c0d\u6b64\u80a1\u800c\u8a00 2% \u7684\u6ce2\u52d5\u662f\u566a\u97f3\uff0c\u4f46\u8a0a\u606f\u91cd\u8981\u2014\u2014\u9664\u975e\u51fa\u73fe\u65b0\u7684\u6558\u4e8b\u885d\u64ca\uff0c\u5e02\u5834\u60f3\u8981\u66f4\u9ad8\u3002<\/p>\n

2. SanDisk SNDK – \u52d5\u80fd\u964d\u6eab\u3001\u6210\u9577\u6545\u4e8b\u5b8c\u597d\u3001\u4ea4\u6613\u8005\u91cd\u65b0\u4f48\u5c40\u3002\u5728\u4e00\u6bb5\u7531\u5feb\u9583\u8a18\u61b6\u9ad4\u50f9\u683c\u5f37\u52c1\u8207\u5be6\u8cea\u71df\u904b\u69d3\u687f\u63a8\u52d5\u7684\u71b1\u70c8\u6f32\u52e2\u4e4b\u5f8c\uff0cSNDK \u7d42\u65bc\u906d\u9047\u7372\u5229\u4e86\u7d50\uff0c\u4e0b\u8dcc\u7d04 2.3%\uff0c\u63a5\u8fd1 577\u3002\u9019\u4e26\u672a\u963b\u6b62\u5b83\u767b\u4e0a\u6700\u6d3b\u8e8d\u699c\uff0c\u56e0\u70ba\u7fa4\u773e\u559c\u6b61\u5728\u7522\u751f\u73fe\u91d1\u7684\u6545\u4e8b\u4e2d\u6355\u6349\u9ad8\u8c9d\u5854\u6ce2\u6bb5\u3002\u4ea4\u6613\u7279\u5fb5\u2014\u2014\u6bd4\u5de8\u578b\u80a1\u5dee\u50f9\u66f4\u5bec\u3001\u63db\u624b\u5feb\u901f\uff0c\u5c0d\u8a18\u61b6\u9ad4\u50f9\u683c\u8207\u7522\u80fd\u7684\u6bcf\u9805\u65b0\u805e\u90fd\u611f\u53d7\u5f37\u70c8\u3002\u6210\u9577\u6307\u6a19\u4ecd\u7136\u9bae\u660e\u2014\u2014\u71df\u6536\u8207\u76c8\u9918\u6210\u9577\u6b63\u71b1\uff0c\u9019\u4e5f\u662f\u70ba\u4f55\u56de\u8abf\u6703\u5438\u5f15\u5feb\u9322\u3002\u95dc\u9375\u7d50\u8ad6\u2014\u2014\u9810\u671f\u504f\u9ad8\uff0c\u6240\u4ee5\u5728\u5f31\u52e2\u6642\u8cb7\u5165\uff0c\u800c\u975e\u5728\u72c2\u71b1\u6642\u8ffd\u9ad8\u3002\u5132\u5b58\u9031\u671f\u770b\u8d77\u4f86\u5177\u5efa\u8a2d\u6027\uff0c\u516c\u53f8\u5728\u57f7\u884c\u4e0a\u4e5f\u6709\u6210\u7e3e\uff0c\u4f46\u5728\u9019\u7a2e\u5bb9\u6613\u62bd\u6410\u7684\u76e4\u9762\u4e2d\uff0c\u5009\u4f4d\u5927\u5c0f\u6c7a\u5b9a\u4e86\u662f\u4fe1\u5ff5\u9084\u662f\u81ea\u8ca0\u3002<\/p>\n

3. Amazon AMZN – \u96f2\u7aef\u9806\u98a8\u8207\u96f6\u552e\u97cc\u6027\u4e26\u5b58\uff0c\u76e4\u9762\u9ede\u982d\u3002\u80a1\u50f9\u4e0a\u6f32\u7d04 1.6% \u81f3 204 \u9644\u8fd1\uff0c\u6295\u8cc7\u4eba\u96a8\u8457 AI \u6050\u614c\u9000\u53bb\u8f49\u56de\u9632\u5b88\u6027\u7684\u5de8\u578b\u6210\u9577\u80a1\u3002\u95dc\u6ce8\u9ede\u5f88\u55ae\u7d14\u2014\u2014AWS \u5c0d\u4f01\u696d\u7d1a AI \u5de5\u4f5c\u8ca0\u8f09\u6709\u76f4\u63a5\u901a\u8def\uff0c\u4e14\u6d88\u8cbb\u7aef\u9700\u6c42\u5c1a\u672a\u5d29\u584c\u3002\u4ea4\u6613\u7279\u5fb5\u2014\u2014\u9f90\u5927\u7684\u8cb7\u8ce3\u76e4\u6df1\u5ea6\u3001\u900f\u904e\u4fe1\u8a17\u7372\u5f97\u4fbf\u5b9c\u878d\u8cc7\uff0c\u4ee5\u53ca\u6a5f\u69cb\u5728\u6bcf\u534a\u7f8e\u5143\u4e0a\u52d5\u4f5c\u983b\u7e41\u3002\u9078\u64c7\u6b0a\u6d41\u5411\u504f\u5411\u7a69\u5b9a\u7684\u8cb7\u6b0a\u7d2f\u7a4d\uff0c\u800c\u975e\u6676\u7247\u80a1\u5e38\u898b\u7684\u4f3d\u746a\u75d9\u6523\u3002\u95dc\u9375\u7d50\u8ad6\u2014\u2014\u7576\u5e02\u5834\u60f3\u8981\u6210\u9577\u4f46\u4e0d\u60f3\u8981\u6232\u5287\u6027\u6ce2\u52d5\u6642\uff0cAMZN \u662f\u7406\u60f3\u7684\u843d\u8173\u9ede\u3002\u96f2\u7aef\u52a0\u4e0a\u6d88\u8cbb\u7aef\u7684\u96d9\u69d3\u687f\u6709\u6548\u3002\u5982\u679c\u5927\u76e4\u79d1\u6280\u6301\u7e8c\u7372\u5f97\u8cb7\u76e4\uff0c\u9019\u4ecd\u7136\u662f\u4e00\u9805\u4f4e\u907a\u61be\u7684\u914d\u7f6e\uff0c\u984d\u5916\u4e0a\u884c\u53d6\u6c7a\u65bc AWS \u5728 AI \u7372\u5229\u5316\u7bc0\u594f\u4e0a\u5c0d\u5229\u6f64\u7387\u7684\u5f71\u97ff\u3002<\/p>\n

4. Fastly FSLY – \u52d5\u80fd\u78c1\u77f3\uff0c\u5373\u4f7f\u6709\u5751\u6d1e\u4e5f\u6301\u7e8c\u5438\u91d1\u3002\u7576\u6708\u6f32\u5e45\u903e 90% \u7684\u9f8d\u982d\u901a\u5e38\u6703\u5438\u5f15\u6ce8\u610f\u3002Fastly \u4f4d\u65bc\u908a\u7de3\u50b3\u905e\u8207\u958b\u767c\u8005\u5fc3\u667a\u4f54\u6709\u7387\u7684\u4ea4\u53c9\u9ede\uff0c\u9019\u610f\u5473\u8457\u7576\u4ea4\u6613\u8005\u6e34\u671b\u66dd\u96aa\u65bc AI \u76f8\u95dc\u6d41\u91cf\u7684\u57fa\u790e\u8a2d\u65bd\uff0c\u4ed6\u5011\u6703\u6293\u4f4f\u6b63\u5728\u52d5\u7684\u7968\u3002\u4eca\u5929\u9019\u4ee3\u8868\u66f4\u591a\u773c\u7403\u8207\u8f03\u91cd\u7684\u6210\u4ea4\uff0c\u5373\u4fbf\u6c92\u6709\u91cd\u5927\u5229\u591a\u3002\u4ea4\u6613\u7279\u5fb5\u2014\u2014\u9ad8\u8c9d\u5854\u3001\u6d41\u52d5\u6027\u6bd4\u5de8\u578b\u80a1\u8584\uff0c\u6642\u6709\u64c1\u64e0\u7684\u653e\u7a7a\u5229\u606f\uff0c\u903c\u7a7a\u6703\u8b93\u8001\u624b\u6478\u8108\u640f\u3002\u95dc\u9375\u7d50\u8ad6\u2014\u2014\u9019\u662f\u4ea4\u6613\u8005\u7684\u80a1\u7968\u3002\u5c0a\u91cd\u8da8\u52e2\u4f46\u79df\u7528\u66dd\u96aa\u3002\u5982\u679c\u5728\u9019\u88e1\u8ffd\u6f32\uff0c\u7528\u4f60\u771f\u5fc3\u4fe1\u5949\u7684\u505c\u640d\u3002\u57f7\u884c\u9032\u5c55\u662f\u771f\u5be6\u7684\uff0c\u4f46\u672c\u6708\u500d\u6578\u589e\u9577\u901f\u5ea6\u9060\u5feb\u65bc\u57fa\u672c\u9762\u3002\u52d5\u80fd\u6703\u7d66\u4e88\u2014\u2014\u4e5f\u6703\u5728\u4e0b\u4e00\u500b\u6c23\u888b\u628a\u8cc7\u672c\u91cd\u65b0\u5206\u914d\u7d66\u8010\u5fc3\u8005\u3002<\/p>\n

5. Western Digital WDC – \u5132\u5b58\u9031\u671f\u8a0a\u865f\u660e\u4eae\uff0c\u76f8\u95dc\u9023\u52d5\u91cd\u8981\u3002WDC \u5728\u4e8c\u6708\u4ee5\u4e00\u6ce2\u92d2\u5229\u7684\u6708\u521d\u6f32\u52e2\u8d0f\u5f97\u540d\u8072\uff0c\u4eca\u5929\u534a\u5c0e\u9ad4\u76f8\u95dc\u8f2a\u52d5\u8b93\u5b83\u4ecd\u5728\u8a71\u984c\u4e2d\u3002\u63a8\u52d5\u56e0\u7d20\u4e0d\u8907\u96dc\u2014\u2014\u5feb\u9583\u8207 HDD \u50f9\u683c\u6539\u5584\u3001\u5eab\u5b58\u66f4\u5065\u5eb7\uff0c\u4ee5\u53ca\u540c\u696d\u5feb\u9583\u5f37\u52e2\u7684\u8b80\u53d6\u6307\u6a19\u3002\u4ea4\u6613\u7279\u5fb5\u2014\u2014\u5177\u9031\u671f\u6027\u4e14\u5728\u4f9b\u61c9\u66f4\u65b0\u8207\u5e73\u5747\u92b7\u552e\u50f9\u683c\u8a0e\u8ad6\u6642\u6709\u8df3\u7a7a\u98a8\u96aa\uff0c\u4f46\u6a5f\u69cb\u8cc7\u91d1\u559c\u6b61\u9019\u6ce2\u9031\u671f\u7684\u6578\u5b78\u3002\u50f9\u5dee\u53ef\u63a7\u3001\u6d41\u52d5\u6027\u8db3\u5920\uff0c\u4e14\u53ea\u8981\u50f9\u683c\u65b0\u805e\u4e00\u51fa\u9078\u64c7\u6b0a\u884c\u60c5\u5c31\u6703\u9ede\u4eae\u3002\u95dc\u9375\u7d50\u8ad6\u2014\u2014\u8a18\u61b6\u9ad4\u9031\u671f\u4e0d\u6703\u77ac\u9593\u8f49\u5411\uff0c\u9019\u4e00\u6ce2\u770b\u8d77\u4f86\u4ecd\u5c6c\u65e9\u671f\u5efa\u8a2d\u6027\u968e\u6bb5\u3002\u82e5\u60f3\u5728\u4e0d\u652f\u4ed8 AI \u9802\u50f9\u7684\u60c5\u6cc1\u4e0b\u7372\u5f97\u5132\u5b58\u66dd\u96aa\uff0cWDC \u503c\u5f97\u7d0d\u5165\u8003\u91cf\u3002\u7559\u610f\u5eab\u5b58\u6578\u64da\u8207\u8cc7\u672c\u652f\u51fa\u8a0a\u865f\u2014\u2014\u5b83\u5011\u6703\u78ba\u8a8d\u9019\u6ce2\u9806\u98a8\u662f\u5426\u6709\u6301\u7e8c\u529b\uff0c\u6216\u50c5\u50c5\u662f\u4e00\u9663\u98a8\u3002<\/p>\n

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

\u7576\u5e02\u5834\u672c\u9031\u8a8d\u5b9a AI \u4e26\u672a\u7d42\u7d50\u6587\u660e\u6642\uff0c\u79d1\u6280\u91cd\u65b0\u638c\u63a7\u5c40\u9762\u3002\u8981\u9ede\u4e0d\u8b8a\u2014\u2014Nvidia \u4ecd\u7136\u53ec\u559a\u7bc0\u594f\uff0c\u800c\u5132\u5b58\u3001\u908a\u7de3\u8207\u96f2\u7aef\u5247\u63a5\u68d2\u7bc0\u62cd\u3002\u82e5\u9019\u7a2e\u5e73\u975c\u6301\u7e8c\uff0c\u5de8\u578b\u6210\u9577\u80a1\u7684\u963b\u529b\u6700\u5c0f\u8def\u5f91\u4ecd\u671d\u4e0a\uff0c\u9ad8\u8c9d\u5854\u57fa\u790e\u5efa\u8a2d\u5247\u9069\u5408\u505a\u6230\u8853\u6027\u4ea4\u6613\u3002\u4fdd\u6301\u4e00\u96bb\u773c\u775b\u770b\u6558\u4e8b\u98a8\u96aa\uff0c\u53e6\u4e00\u96bb\u624b\u63e1\u98a8\u96aa\u63a7\u5236\u3002\u6a5f\u5668\u6703\u5bec\u6055\u5e7e\u4e4e\u6240\u6709\u932f\u8aa4\uff0c\u76f4\u5230\u5b83\u4e0d\u518d\u5bec\u6055\u70ba\u6b62\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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