Oracle \u5728\u76e4\u5f8c\u516c\u4f48\u512a\u65bc\u9810\u671f\u7684\u696d\u7e3e\u4e26\u9054\u6210\u81ea\u667a\u6167\u578b\u624b\u6a5f\u6642\u4ee3\u4e4b\u524d\u672a\u898b\u7684\u6210\u9577\u91cc\u7a0b\u7891\u5f8c\uff0c\u80a1\u50f9\u5927\u5e45\u4e0a\u6f32\u3002\u8a72\u516c\u53f8\u8868\u793a\uff0c\u71df\u6536\u8207\u76c8\u9918\u5e74\u589e\u81f3\u5c11 20% \u70ba\u5927\u7d04 15 \u5e74\u4f86\u9996\u6b21\uff0c\u80a1\u50f9\u4e00\u5ea6\u98c6\u5347\u6700\u9ad8\u9054 8%\u3002\u672c\u8ca1\u5e74\u7b2c\u4e09\u5b63\u71df\u6536\u6210\u9577 22% \u81f3 172 \u5104\u7f8e\u5143\uff0c\u96f2\u7aef\u71df\u6536\u98c6\u5347 44% \u81f3 89 \u5104\u7f8e\u5143\uff0c\u8abf\u6574\u5f8c\u6bcf\u80a1\u76c8\u9918\u70ba 1.79 \u7f8e\u5143\uff0c\u8d85\u904e\u5e02\u5834\u5171\u8b58\u7684 1.70 \u7f8e\u5143\u3002\u9019\u4e9b\u6578\u5b57\u70ba\u770b\u591a\u8ad6\u9ede\u6ce8\u5165\u65b0\u52d5\u80fd\uff1aOracle \u6b63\u5f9e\u55ae\u7d14\u7684\u50b3\u7d71\u8cc7\u6599\u5eab\u696d\u8005\uff0c\u8f49\u800c\u6210\u70ba\u5177\u6709\u5be6\u8cea\u5f71\u97ff\u529b\u7684 AI \u57fa\u790e\u8a2d\u65bd\u4f9b\u61c9\u5546\uff0c\u800c\u975e\u50c5\u5728\u8ffd\u8d95\u3002<\/p>\n
\u71df\u6536\u672c\u8eab\u8aaa\u660e\u4e00\u5207\u3002\u5728 Oracle \u9019\u500b\u898f\u6a21\u4e0a\uff0c22% \u7684\u71df\u6536\u589e\u9577\u82e5\u7121\u7d50\u69cb\u6027\u9806\u98a8\uff0c\u5f88\u96e3\u51fa\u73fe\u3002\u800c\u9019\u500b\u9806\u98a8\u6b63\u662f AI \u8a08\u7b97\u3002Oracle \u7684\u96f2\u7aef\u57fa\u790e\u8a2d\u65bd\u696d\u52d9\u6b63\u5728\u627f\u63a5\u6a21\u578b\u958b\u767c\u8005\u8207\u5927\u578b\u4f01\u696d\u7684\u8a13\u7df4\u8207\u63a8\u8ad6\u8ca0\u8f09\uff0c\u4e14\u696d\u52d9\u7d44\u5408\u8f49\u8b8a\u901f\u5ea6\u5df2\u8db3\u4ee5\u6539\u8b8a\u516c\u53f8\u7bc0\u594f\u3002\u7ba1\u7406\u5c64\u5f37\u8abf\uff0c\u71df\u6536\u8207\u76c8\u9918\u90fd\u7a81\u7834 20% \u7684\u9580\u6abb\uff0c\u9019\u662f\u5341\u591a\u5e74\u672a\u898b\u7684\u901f\u5ea6\u3002\u5c0d\u65bc\u9577\u671f\u56e0\u7dad\u8b77\u73fe\u91d1\u6d41\u88ab\u8996\u70ba\u50f9\u503c\u80a1\u7684\u85cd\u7c4c\u516c\u53f8\u800c\u8a00\uff0c\u9019\u5c31\u662f AI \u9a45\u52d5\u7684\u91cd\u4f30\u9577\u4ec0\u9ebc\u6a23\u5b50\u3002\u6b64\u8868\u73fe\u5c07 Oracle \u91cd\u65b0\u6846\u5b9a\u70ba\u4e00\u500b\u53d7\u5236\u65bc\u7522\u80fd\u3001\u5c0d GPU \u9031\u671f\u6709\u69d3\u687f\u95dc\u4fc2\u7684\u4f9b\u61c9\u8005\uff0c\u5176\u4e2d\u9650\u5236\u56e0\u7d20\u662f\u4f9b\u7d66\uff0c\u800c\u975e\u9700\u6c42\u3002<\/p>\n
\u5206\u6790\u5e2b\u5feb\u901f\u8abf\u6574\u6a21\u578b\u4e26\u4e0a\u4fee\u76ee\u6a19\u50f9\u3002Barclays \u5c07\u76ee\u6a19\u50f9\u4e0a\u8abf\u81f3 240 \u7f8e\u5143\uff0c\u6307\u51fa\u5c0d AI \u57fa\u790e\u8a2d\u65bd\u7ba1\u9053\u7684\u80fd\u898b\u5ea6\u6539\u5584\u3002Jefferies \u91cd\u7533 Buy\uff0c\u76ee\u6a19\u50f9 320 \u7f8e\u5143\uff0c\u6307\u51fa\u96f2\u7aef\u71df\u6536\u6210\u9577\u8d85\u904e 40% \u7684\u6301\u4e45\u6027\u3002Wolfe Research \u7dad\u6301 Outperform \u8207 215 \u7f8e\u5143\u76ee\u6a19\uff0c\u4e26\u6307\u51fa\u6574\u9ad4\u8868\u73fe\u666e\u904d\u512a\u65bc\u6307\u5f15\u3002\u5171\u540c\u7dda\u7d22\u662f\uff0c\u5e02\u5834\u5171\u8b58\u4f4e\u4f30\u4e86 Oracle \u540c\u6642\u7c3d\u4e0b AI \u91cd\u5ea6\u5de5\u4f5c\u8ca0\u8f09\u4e26\u6210\u529f\u4ea4\u4ed8\u7684\u80fd\u529b\u3002\u96a8\u8457\u96f2\u7aef\u6210\u70ba\u4e3b\u8981\u6210\u9577\u5f15\u64ce\uff0c\u8faf\u8ad6\u7126\u9ede\u5f9e Oracle \u80fd\u5426\u62ff\u4e0b\u8a02\u55ae\uff0c\u8f49\u70ba\u9019\u4e9b\u627f\u8afe\u80fd\u591a\u5feb\u8f49\u5316\u70ba\u78ba\u8a8d\u71df\u6536\u8207\u71df\u904b\u6536\u76ca\u3002<\/p>\n
Oracle \u8868\u793a\u5176 AI \u5408\u7d04\u7d44\u5408\u5df2\u64f4\u5927\u5230 5530 \u5104\u7f8e\u5143\uff0c\u5e74\u589e 325%\u3002\u9019\u4e0d\u662f\u71df\u6536\u6578\u5b57\uff1b\u5b83\u662f\u4e00\u7a2e\u985e\u4f3c\u5728\u624b\u8a02\u55ae\u7684\u7c3d\u7d04\u627f\u8afe\u96c6\u5408\uff0c\u53ef\u80fd\u9700\u6578\u5e74\u624d\u80fd\u8f49\u63db\u3002\u5c0d\u591a\u982d\u800c\u8a00\uff0c\u9019\u500b\u6578\u5b57\u662f\u8fc4\u4eca\u6700\u6e05\u6670\u7684\u8a0a\u865f\uff0c\u8868\u660e Oracle Cloud Infrastructure \u7684\u9700\u6c42\u771f\u5be6\u3001\u5206\u6563\u4e14\u6709\u50f9\u683c\u3002\u5c0d\u61f7\u7591\u8005\u800c\u8a00\uff0c\u95dc\u9375\u554f\u984c\u662f\u8f49\u5316\u901f\u5ea6\u3001\u5206\u671f\u4ee5\u53ca\u5229\u6f64\u7387\u3002\u8a72\u7d44\u5408\u7684\u898f\u6a21\u610f\u5473\u8457\u9700\u6301\u7e8c\u589e\u52a0\u7522\u80fd\u3001\u66f4\u591a GPU \u7684\u4ea4\u4ed8\uff0c\u4ee5\u53ca\u7a69\u5b9a\u7684\u8cc7\u6599\u4e2d\u5fc3\u5efa\u8a2d\u3002\u5982\u679c\u5728\u672a\u4f86\u516b\u500b\u5b63\u5ea6\u5167\uff0c\u9019\u4e9b\u627f\u8afe\u5373\u4fbf\u53ea\u6709\u4fdd\u5b88\u7684\u4e00\u90e8\u5206\u9032\u5165\u640d\u76ca\u8868\uff0cOracle \u7684\u6210\u9577\u6a23\u8c8c\u5c07\u8207\u4e0a\u500b\u9031\u671f\u986f\u8457\u4e0d\u540c\uff0c\u4e26\u53ef\u80fd\u58d3\u7e2e\u8207\u5927\u578b\u8d85\u5927\u898f\u6a21\u96f2\u7aef\u696d\u8005\u7684\u4f30\u503c\u5dee\u8ddd\u3002<\/p>\n
AI \u7248\u5716\u722d\u596a\u7684\u53e6\u4e00\u9762\u662f\u9ad8\u6602\u4ee3\u50f9\u3002\u5831\u5c0e\u6307\u51fa\uff0cOracle \u64ec\u9032\u884c\u6578\u5343\u540d\u88c1\u54e1\uff0c\u4ee5\u56e0\u61c9\u4f86\u81ea\u7a4d\u6975 AI \u57fa\u790e\u8a2d\u65bd\u652f\u51fa\u7684\u6d41\u52d5\u6027\u58d3\u529b\u3002\u9019\u51f8\u986f\u6545\u4e8b\u4e2d\u7684\u6838\u5fc3\u5f35\u529b\u3002\u5efa\u7f6e\u8cc7\u6599\u4e2d\u5fc3\u8207\u53d6\u5f97\u52a0\u901f\u5668\u9700\u5927\u91cf\u524d\u671f\u73fe\u91d1\u652f\u51fa\u3002Oracle \u4ecd\u80cc\u8ca0\u8fd1\u671f\u4f75\u8cfc\u7684\u69d3\u687f\uff0c\u4e14\u5728\u5229\u7528\u7387\u62c9\u5347\u524d\u64f4\u5c55\u96f2\u7aef\u57fa\u790e\u8a2d\u65bd\u53ef\u80fd\u6703\u4fb5\u8755\u5229\u6f64\u7387\u3002\u76c8\u9918\u8d85\u9810\u671f\u986f\u793a\u7d93\u71df\u7d00\u5f8b\uff0c\u4f46\u6295\u8cc7\u4eba\u6703\u5e0c\u671b\u770b\u5230\u66f4\u6e05\u6670\u7684\u5e74\u5ea6\u8cc7\u672c\u652f\u51fa\u754c\u7dda\u3001GPU \u5230\u8ca8\u7bc0\u594f\u4ee5\u53ca\u81ea\u7531\u73fe\u91d1\u6d41\u7684\u8986\u84cb\u72c0\u6cc1\u3002\u4efb\u4f55\u4eba\u529b\u7e2e\u6e1b\u90fd\u5f37\u8abf\u7ba1\u7406\u5c64\u5728\u62bc\u6ce8 AI \u7684\u540c\u6642\u512a\u5148\u8003\u91cf\u8cc7\u7522\u8ca0\u50b5\u8868\uff0c\u9019\u662f\u4e00\u5834\u5e02\u5834\u6703\u9010\u5b63\u6aa2\u8996\u7684\u5e73\u8861\u884c\u52d5\u3002<\/p>\n
Oracle \u7684\u96f2\u7aef\u64f4\u5f35\u6b63\u8655\u65bc\u4e00\u500b\u8f49\u6369\u9ede\u3002\u8655\u65bc\u65e9\u671f\u7684\u57fa\u790e\u8a2d\u65bd\u6210\u9577\u5f80\u5f80\u5728\u9700\u6c42\u5230\u4f4d\u524d\u58d3\u7e2e\u6bdb\u5229\u7387\uff0c\u56e0\u70ba\u516c\u53f8\u5148\u884c\u65b0\u589e\u7522\u80fd\u3002\u6700\u65b0\u4e00\u5b63\u986f\u793a Oracle \u6b63\u5728\u8d70\u92fc\u7d22\uff0c\u76c8\u9918\u6210\u9577\u8207\u92b7\u552e\u540c\u6b65\u3002\u4e0b\u4e00\u500b\u8003\u9a57\u662f\uff0c\u96a8\u8457\u5229\u7528\u7387\u4e0a\u5347\uff0c\u5411\u66f4\u9ad8\u50f9\u503c\u7684\u8cc7\u6599\u5eab\u670d\u52d9\u3001AI \u5e73\u53f0\u7522\u54c1\u8207\u591a\u96f2\u6574\u5408\u7684\u7d44\u5408\u80fd\u5426\u63d0\u5347\u7372\u5229\u80fd\u529b\u3002\u7ba1\u7406\u5c64\u5f37\u8abf\u5728\u95dc\u9375\u6307\u6a19\u4e0a\u8d85\u8d8a\u6307\u5f15\uff0c\u83ef\u723e\u8857\u4e5f\u986f\u793a\u4fe1\u5fc3\uff0c\u8a8d\u70ba\u4e00\u65e6\u5efa\u7f6e\u9031\u671f\u6b63\u5e38\u5316\uff0c\u5229\u6f64\u7387\u5c07\u64f4\u5f35\u3002\u7136\u800c\uff0c\u57f7\u884c\u98a8\u96aa\u771f\u5be6\u5b58\u5728\u3002\u4efb\u4f55\u5728\u5bb9\u91cf\u898f\u5283\u6216\u5ba2\u6236\u5c0e\u5165\u4e0a\u7684\u5931\u8aa4\u90fd\u53ef\u80fd\u4f7f\u5229\u6f64\u6545\u4e8b\u505c\u6eef\uff0c\u4e26\u5c0e\u81f4\u4f30\u503c\u91cd\u8a2d\u3002<\/p>\n
Oracle \u4e26\u4e0d\u662f\u60f3\u6210\u70ba\u6700\u5927\u7684\u96f2\u7aef\uff1b\u5b83\u7784\u6e96\u6210\u70ba\u9069\u5408\u9ad8\u6548\u80fd AI \u8207\u8cc7\u6599\u5bc6\u96c6\u578b\u5de5\u4f5c\u8ca0\u8f09\u7684\u300c\u5c0d\u7684\u96f2\u7aef\u300d\u3002\u7576 GPU \u4f9b\u7d66\u7dca\u5f35\u4e14\u4f01\u696d\u9700\u8981\u591a\u96f2\u97cc\u6027\uff0c\u9019\u7a2e\u4e3b\u5f35\u5177\u6709\u5438\u5f15\u529b\u3002\u8207\u5927\u578b\u5e73\u53f0\u8207\u6676\u7247\u4f9b\u61c9\u5546\u7684\u7b56\u7565\u806f\u76df\u6709\u52a9\u4e00\u81c2\u4e4b\u529b\uff0c\u4f46\u4f86\u81ea Amazon\u3001Microsoft \u53ca Google \u7684\u7af6\u722d\u4f9d\u7136\u6fc0\u70c8\u3002\u5982\u679c\u7522\u80fd\u653e\u9b06\u6216\u7af6\u722d\u5c0d\u624b\u66f4\u7a4d\u6975\u56de\u61c9 Oracle \u7684\u52d5\u80fd\uff0c\u50f9\u683c\u58d3\u529b\u53ef\u80fd\u51fa\u73fe\u3002\u53e6\u4e00\u65b9\u9762\uff0c\u8f03\u5c0f\u7684\u57fa\u790e\u8b93 Oracle \u80fd\u4ee5\u8f03\u9ad8\u767e\u5206\u6bd4\u7dad\u6301\u8f03\u9577\u6642\u9593\u7684\u6210\u9577\uff0c\u4e14\u5c08\u9580\u5316\u7684\u67b6\u69cb\u53ef\u4ee5\u958b\u95e2\u5177\u9632\u79a6\u6027\u7684\u5229\u57fa\u5e02\u5834\u3002\u5e02\u5834\u76ee\u524d\u6b63\u5728\u734e\u52f5\u9019\u6a23\u7684\u5dee\u7570\u5316\u3002\u8981\u7dad\u6301\u4e0b\u53bb\u9700\u6709\u53ef\u91cd\u8907\u7684\u52dd\u5229\u4ee5\u53ca\u8b49\u660e\u5ba2\u6236\u5728\u521d\u671f AI \u5c08\u6848\u4e4b\u5916\u64f4\u5927\u652f\u51fa\u3002<\/p>\n
\u9019\u6ce2\u6f32\u52e2\u53d6\u6c7a\u65bc\u8f49\u5316\u3001\u7522\u80fd\u8207\u73fe\u91d1\u3002\u6295\u8cc7\u4eba\u6703\u5c0b\u6c42\u5f9e 5530 \u5104\u7f8e\u5143\u5408\u7d04\u7d44\u5408\u5230\u8fd1\u671f\u71df\u6536\u7684\u66f4\u7dca\u5bc6\u9023\u7d50\u3001\u65b0\u8cc7\u6599\u4e2d\u5fc3\u7522\u80fd\u7684\u660e\u78ba\u6642\u7a0b\uff0c\u4ee5\u53ca\u52a0\u901f\u5668\u4ea4\u4ed8\u7684\u7d30\u7bc0\u3002\u8cc7\u672c\u652f\u51fa\u6307\u5f15\u8207\u81ea\u7531\u73fe\u91d1\u6d41\u8da8\u52e2\u5c07\u8207\u71df\u6536\u6210\u9577\u4e00\u6a23\u91cd\u8981\uff0c\u5c24\u5176\u5728\u88c1\u54e1\u51f8\u986f\u6d41\u52d5\u6027\u554f\u984c\u4e4b\u969b\u3002\u5728\u9700\u6c42\u7aef\uff0c\u4efb\u4f55\u65b0\u7684\u65d7\u8266\u5ba2\u6236\u3001\u591a\u5e74\u7684\u64f4\u5c55\u6216\u8de8\u96f2\u5408\u4f5c\u90fd\u53ef\u80fd\u5ef6\u7e8c\u91cd\u4f30\u3002\u5b8f\u89c0\u9762\u4ecd\u5728\u80cc\u666f\u4e2d\u76e4\u65cb\uff0c\u4f46 AI \u9031\u671f\u662f\u4e3b\u8981\u9a45\u52d5\u529b\u3002\u5982\u679c Oracle \u80fd\u5728\u4fdd\u8b77\u5229\u6f64\u7387\u7684\u540c\u6642\u7dad\u6301\u96f2\u7aef\u6210\u9577\u5728 40% \u4ee5\u4e0a\uff0c\u4f30\u503c\u500d\u6578\u9084\u6709\u4e0a\u5347\u7a7a\u9593\u3002\u82e5\u6d41\u52d5\u6027\u58d3\u529b\u52a0\u6df1\u6216\u57f7\u884c\u5931\u8aa4\uff0c\u4eca\u65e5\u7684\u4e0a\u6f32\u53ef\u80fd\u6210\u70ba\u6bd4\u591a\u982d\u9810\u671f\u66f4\u96e3\u7a81\u7834\u7684\u4e0a\u9650\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"
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