{"id":627507,"date":"2026-03-25T07:58:27","date_gmt":"2026-03-25T14:58:27","guid":{"rendered":"https:\/\/nai500.com\/?p=627507"},"modified":"2026-03-25T07:58:27","modified_gmt":"2026-03-25T14:58:27","slug":"openai-sora-msft-dis-nvda","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2026\/03\/openai-sora-msft-dis-nvda\/","title":{"rendered":"OpenAI \u505c\u6b62 Sora \u61c9\u7528\u7a0b\u5f0f\uff1a\u9019\u5c0d MSFT\u3001DIS\u3001NVDA \u7684\u610f\u7fa9"},"content":{"rendered":"

OpenAI \u5728\u63a8\u51fa\u50c5\u516d\u500b\u6708\u5f8c\u4fbf\u95dc\u9589\u4e86 Sora\u2014\u2014\u5176\u77ed\u7247 AI \u5f71\u7247\u751f\u6210\u5668\u2014\u2014\u7d50\u675f\u4e86\u5411\u6d88\u8cbb\u8005\u5f71\u7247\u9818\u57df\u7684\u9ad8\u8abf\u8f49\u5411\uff0c\u4e5f\u66b4\u9732\u51fa\u91cd\u5851\u751f\u6210\u5f0f AI \u7684\u6210\u672c\u3001\u5b89\u5168\u8207\u7b56\u7565\u53d6\u6368\u3002\u6b64\u64a4\u9000\u524a\u5f31\u4e86\u8207 Disney \u7684\u5408\u4f5c\uff0c\u8feb\u4f7f Microsoft \u91cd\u65b0\u601d\u8003\u5176 AI \u63a8\u9032\u7b56\u7565\uff0c\u4e26\u91cd\u65b0\u63d0\u51fa\u4e00\u500b\u554f\u984c\uff1a\u75c5\u6bd2\u5f0f\u5f71\u7247 AI \u662f\u5426\u80fd\u5728\u5927\u898f\u6a21\u4e0a\u6210\u70ba\u53ef\u884c\u7684\u5546\u696d\u6a21\u5f0f\u3002<\/p>\n

\u5e02\u5834\u8108\u7d61\uff1a\u7576 OpenAI \u8f49\u5411\u6642\uff0cMSFT\u3001DIS\u3001NVDA \u6210\u70ba\u7126\u9ede<\/h3>\n

OpenAI \u95dc\u9589 Sora \u7684\u6c7a\u5b9a\u76f4\u63a5\u843d\u5728\u4e09\u985e\u6295\u8cc7\u4eba\u8eab\u4e0a\u3002Microsoft (MSFT) \u4f5c\u70ba OpenAI \u7684\u91cd\u8981\u5925\u4f34\uff0c\u56e0\u800c\u7372\u5f97\u66f4\u6e05\u6670\u7684\u8def\u5f91\uff0c\u5f97\u4ee5\u5c08\u6ce8\u65bc\u4f01\u696d\u7d1a AI \u8207 Copilot\uff0c\u800c\u4e0d\u662f\u4e00\u6b3e\u9700\u8981\u5927\u91cf\u5167\u5bb9\u5be9\u67e5\u4e14\u8ca8\u5e63\u5316\u4e0d\u660e\u7684\u6d88\u8cbb\u8005\u5f71\u7247\u61c9\u7528\u3002Disney (DIS) \u8207 Sora \u6240\u7c3d\u7684\u9ad8\u8abf\u5167\u5bb9\u6388\u6b0a\u5408\u4f5c\uff08\u6578\u767e\u500b\u89d2\u8272\u5728\u540d\u55ae\u4e0a\uff09\u56e0\u6b64\u9762\u81e8\u54c1\u724c\u8207\u7b56\u7565\u7684\u5927\u8f49\u5411\uff0c\u5176\u5728 AI \u751f\u6210\u77ed\u7247\u5167\u5bb9\u7684\u8a66\u9a57\u88ab\u8feb\u6539\u5f26\u66f4\u5f35\u3002Nvidia (NVDA) \u4f5c\u70ba AI \u904b\u7b97\u9700\u6c42\u7684\u4ee3\u7406\uff0c\u9700\u8981\u8abf\u548c\u77ed\u671f\u5167\u9762\u5411\u6d88\u8cbb\u8005\u7684 GPU \u4f7f\u7528\u6e1b\u5c11\uff0c\u8207 OpenAI \u8a08\u5283\u5c07\u8cc7\u6e90\u91cd\u65b0\u90e8\u7f72\u5230\u7814\u7a76\u8207\u4e16\u754c\u6a21\u64ec\uff08\u53ef\u80fd\u96a8\u6642\u9593\u66f4\u8017\u7b97\u529b\uff09\u7684\u7b56\u7565\u3002\u5f9e Meta (META) \u5230 Alphabet (GOOGL) \u7684\u5ee3\u6cdb\u540c\u696d\u6703\u628a\u6b64\u4e8b\u8996\u70ba\u8b66\u793a\uff1a\u8981\u9054\u5230 TikTok \u898f\u6a21\u7684 AI \u5f71\u7247\uff0c\u4e0d\u50c5\u9700\u8981\u6280\u8853\u7a81\u7834\uff0c\u9084\u9700\u8981\u9632\u8b77\u6a5f\u5236\u3001\u8cc7\u672c\u7d00\u5f8b\u4ee5\u53ca\u4e0d\u65b7\u7684\u5167\u5bb9\u5b8c\u6574\u6027\u5de5\u4f5c\u3002<\/p>\n

Sora \u70ba\u4f55\u6536\u5834\uff1a\u5b89\u5168\u98a8\u96aa\u3001\u7b97\u529b\u6d88\u8017\u3001\u5f31\u52e2\u55ae\u4f4d\u7d93\u6fdf<\/h3>\n

Sora \u7684\u6838\u5fc3\u627f\u8afe\u2014\u2014\u5f9e\u6587\u5b57\u63d0\u793a\u751f\u6210\u5177\u75c5\u6bd2\u7d1a\u50b3\u64ad\u529b\u7684\u5f71\u7247\u2014\u2014\u8b93\u4e0a\u624b\u5bb9\u6613\u3001\u4e92\u52d5\u7206\u70b8\u3002\u4f46\u540c\u6a23\u7684\u7c21\u55ae\u6027\u4e5f\u8b93\u5b83\u5feb\u901f\u906d\u5230\u6feb\u7528\u3002\u963b\u64cb\u516c\u773e\u4eba\u7269\u63cf\u7e6a\u8207\u6a19\u8a18\u654f\u611f\u63d0\u793a\u7684\u9632\u8b77\u96d6\u7136\u5b58\u5728\uff0c\u4f46\u5b83\u5011\u4e5f\u9650\u5236\u4e86\u4fc3\u6210\u61c9\u7528\u75c5\u6bd2\u5f0f\u50b3\u64ad\u7684\u5167\u5bb9\uff0c\u4e26\u8b93 OpenAI \u4e0d\u65b7\u5728\u65b0\u8208\u6feb\u7528\u554f\u984c\u4e0a\u88dc\u9632\u3002\u518d\u52a0\u4e0a\u6bcf\u6bb5\u5f71\u7247\u7684\u7b97\u529b\u6210\u672c\u5c45\u9ad8\u4e0d\u4e0b\u3002\u77ed\u800c\u98a8\u683c\u5316\u7684\u5f71\u7247\u6bd4\u597d\u840a\u5862\u5834\u666f\u4fbf\u5b9c\uff0c\u4f46\u8981\u64f4\u5c55\u5230\u6bcf\u65e5\u6578\u767e\u842c\u6b21\u751f\u6210\u4ecd\u6703\u58d3\u57ae\u904b\u7b97\u53e2\u96c6\u3002\u6c92\u6709\u4f01\u696d\u5408\u7d04\u6216\u5275\u610f\u5957\u4ef6\u52a0\u8cfc\uff0c\u5ee3\u544a\u6216\u8a02\u95b1\u6536\u5165\u5f88\u5c11\u80fd\u8986\u84cb GPU \u71df\u904b\u958b\u652f\u3002Sora \u65e2\u6c92\u6709\u6210\u719f\u7684\u5ee3\u544a\u751f\u614b\uff0c\u4e5f\u6c92\u6709\u5c08\u696d\u5f71\u7247\u5de5\u5177\u7684\u5de5\u4f5c\u6d41\u7a0b\u3002\u6700\u5f8c\uff0c\u4e00\u6b3e\u514d\u8cbb\u6216\u4f4e\u50f9\u3001\u8207 TikTok \u7af6\u722d\u537b\u6d88\u8017\u9802\u7d1a\u77fd\u7247\u7684\u61c9\u7528\uff0c\u6210\u4e86\u5229\u6f64\u9677\u9631\u3002<\/p>\n

\u5b89\u5168\u53cd\u5f48\u8207\u54c1\u724c\u98a8\u96aa\u3001\u653f\u7b56\u58d3\u529b\u76f8\u649e<\/h3>\n

AI \u5f71\u7247\u6700\u5feb\u901f\u7684\u6210\u9577\u8def\u5f91\u540c\u6642\u4e5f\u662f\u6700\u5371\u96aa\u7684\uff1a\u903c\u771f\u5ea6\u3001\u516c\u773e\u4eba\u7269\u8207\u6642\u4e8b\u71b1\u9ede\u5f80\u5f80\u5f15\u767c\u6df1\u507d\u8207\u975e\u540c\u610f\u5167\u5bb9\u7684\u98a8\u96aa\u9ad8\u5cf0\u3002Sora \u56e0\u7522\u51fa\u904e\u65bc\u903c\u771f\u7684\u7d50\u679c\u800c\u65e9\u671f\u906d\u53d7\u62a8\u64ca\uff0c\u8feb\u4f7f OpenAI \u9650\u5236\u516c\u773e\u4eba\u7269\u751f\u6210\u4e26\u6536\u7dca\u904e\u6ffe\u6a5f\u5236\u3002\u9019\u7a2e\u7acb\u5834\u96d6\u964d\u4f4e\u4e86\u98a8\u96aa\uff0c\u537b\u4e5f\u9650\u5236\u4e86\u5bb9\u6613\u8d70\u7d05\u7684\u5167\u5bb9\u3002\u540c\u6642\uff0c\u5168\u7403\u653f\u7b56\u5236\u5b9a\u8005\u8d8a\u4f86\u8d8a\u95dc\u6ce8\u5408\u6210\u5a92\u9ad4\u7684\u4f86\u6e90\u8b58\u5225\u8207\u9078\u8209\u5b8c\u6574\u6027\u3002\u6b50\u76df\u7684 AI Act \u8207\u5167\u5bb9\u771f\u5be6\u6027\u5021\u8b70\u6b63\u671d\u5411\u63ed\u9732\u3001\u6d6e\u6c34\u5370\u8207\u6e05\u6670\u6a19\u793a\u9760\u650f\u3002\u5728\u7f8e\u570b\uff0c\u5404\u5dde\u63d0\u6848\u8207\u5e73\u53f0\u653f\u7b56\u4e5f\u6709\u985e\u4f3c\u52d5\u5411\u3002\u5c0d\u65bc\u4e00\u6b3e\u53ef\u80fd\u7522\u751f\u6578\u5341\u5104\u6b21\u89c0\u770b\u7684\u6d88\u8cbb\u8005\u61c9\u7528\u4f86\u8aaa\uff0c\u4e00\u8d77\u9ad8\u77e5\u540d\u5ea6\u7684\u6feb\u7528\u4e8b\u4ef6\u5c31\u80fd\u5f15\u767c\u8d85\u6bd4\u4f8b\u7684\u76e3\u7ba1\u8207\u516c\u95dc\u5f8c\u679c\u3002OpenAI \u9078\u64c7\u4e0d\u518d\u70ba\u4e00\u6b3e\u55ae\u4f4d\u7d93\u6fdf\u672a\u88ab\u8b49\u660e\u7684\u7522\u54c1\u6301\u7e8c\u5192\u9019\u7a2e\u98a8\u96aa\u3002<\/p>\n

\u7b97\u529b\u7b97\u8853\uff1a\u96f2\u7aef\u71df\u904b\u958b\u652f\u6bcf\u6b21\u90fd\u52dd\u904e\u6d88\u8cbb\u8005\u65e5\u6d3b<\/h3>\n

\u751f\u6210\u5f0f\u5f71\u7247\u6975\u5ea6\u6d88\u8017\u7b97\u529b\uff0c\u800c\u4e14\u63a8\u7406\u968e\u6bb5\uff08inference\uff09\u2014\u2014\u4e0d\u53ea\u662f\u8a13\u7df4\u2014\u2014\u9a45\u52d5\u8457\u7a69\u614b\u6210\u672c\u3002OpenAI \u80fd\u4ee5\u512a\u60e0\u53d6\u5f97 GPU\uff0c\u4f46\u5373\u4fbf\u5728\u6709\u5229\u7684\u914d\u7f6e\u4e0b\uff0c\u9762\u5411\u6d88\u8cbb\u8005\u7684\u5f71\u7247\u6d2a\u6d41\u4e5f\u6703\u4f54\u7528\u53ef\u7528\u5bb9\u91cf\uff0c\u800c\u9019\u4e9b\u5bb9\u91cf\u672c\u53ef\u7528\u65bc\u66f4\u9ad8 ARPU \u7684\u4f01\u696d\u5de5\u4f5c\u8ca0\u8f09\u3001\u57fa\u790e\u6a21\u578b\u5347\u7d1a\u6216\u65b0\u7684\u7814\u7a76\u5411\u91cf\u3002\u516c\u53f8\u6240\u5ba3\u7a31\u805a\u7126\u8cc7\u672c\u3001\u7b97\u529b\u8207\u6838\u5fc3\u7522\u54c1\uff0c\u662f\u5c0d\u74f6\u9838\u4e26\u975e\u9700\u6c42\u800c\u662f\u6709\u6548\u4f9b\u7d66\u7684\u9ed8\u8a8d\u627f\u8a8d\u3002\u4e16\u754c\u6a21\u64ec\u7814\u7a76\u8207\u6a5f\u5668\u4eba\u5c31\u7dd2\u6a21\u578b\u662f\u7b97\u529b\u6d77\u7dbf\uff0c\u4f46\u5b83\u5011\u5c0d\u61c9\u7b56\u7565\u8b77\u57ce\u6cb3\u8207\u9ad8\u50f9\u503c\u7528\u4f8b\u3002\u5982\u679c\u4f60\u8981\u5728\u514d\u8cbb\u61c9\u7528\uff08\u6613\u5f15\u767c\u5be9\u67e5\u5371\u6a5f\uff09\u8207\u80fd\u9a45\u52d5\u4f01\u696d\u81ea\u52d5\u5316\u7684\u5e73\u53f0\u4e4b\u9593\u5206\u914d GPU \u5c0f\u6642\uff0c\u8a66\u7b97\u8868\u6703\u505a\u51fa\u9078\u64c7\u3002\u5c0d Nvidia \u800c\u8a00\uff0c\u7d30\u7bc0\u5f88\u91cd\u8981\uff1a\u6d88\u8cbb\u8005\u7aef\u5f71\u7247\u63a8\u7406\u6e1b\u5c11\u53ef\u80fd\u6253\u64ca\u4e00\u8655\u9700\u6c42\uff0c\u4f46\u66f4\u591a\u6a21\u64ec\u8a13\u7df4\u8207\u4f01\u696d\u90e8\u7f72\u901a\u5e38\u9700\u8981\u66f4\u5bc6\u96c6\u3001\u9577\u6642\u9593\u904b\u884c\u7684\u53e2\u96c6\u8207\u9ad8\u968e\u4e92\u9023\u3002\u5373\u4fbf\u4e00\u6b3e\u5438\u775b\u61c9\u7528\u6d88\u5931\uff0c\u90a3\u6a23\u7684\u9700\u6c42\u7d44\u5408\u4ecd\u53ef\u80fd\u504f\u5411 NVDA \u7684\u6578\u64da\u4e2d\u5fc3\u696d\u52d9\u3002<\/p>\n

Disney \u7684\u6b0a\u8861\uff1a\u4fdd\u8b77 IP \u8d85\u904e\u6295\u6a5f\u6027\u75c5\u6bd2\u6027<\/h3>\n

Disney \u7684\u53c3\u8207\u70ba Sora \u63d0\u4f9b\u4e86\u6025\u9700\u7684\u5408\u6cd5\u6027\u8207\u9632\u8b77\uff0c\u63d0\u4f9b\u4e86\u8d85\u904e 200 \u500b\u6388\u6b0a\u89d2\u8272\u7684\u5eab\u5b58\uff0c\u4e26\u64da\u5831\u64c1\u6709\u5728 OpenAI \u751f\u614b\u4e2d\u7684\u5341\u5104\u7f8e\u5143\u6230\u7565\u6301\u80a1\u3002\u4f46\u667a\u6167\u8ca1\u7522\u6b0a\u6301\u6709\u4eba\u4e0d\u9858\u5931\u53bb\u5c0d\u89d2\u8272\u63cf\u7e6a\u7684\u63a7\u5236\u6b0a\u3002\u7531\u4f7f\u7528\u8005\u751f\u6210\u7684 AI \u7247\u6bb5\u7684\u7d93\u6fdf\u5b78\u4e5f\u5f88\u68d8\u624b\uff1a\u6536\u76ca\u5206\u6210\u3001\u6b0a\u5229\u7ba1\u7406\u8207\u4e00\u81f4\u7684\u54c1\u724c\u8abf\u6027\u5728\u6bcf\u652f\u5f71\u7247\u7686\u70ba\u5408\u6210\u54c1\u6642\u96e3\u4ee5\u81ea\u52d5\u5316\u3002\u5c0d Disney \u800c\u8a00\uff0c\u80fd\u63d0\u5347\u4e92\u52d5\u7684\u5be6\u9a57\u662f\u597d\u7684\uff1b\u4f46\u958b\u653e\u5f0f\u7684\u6b0a\u5229\u66dd\u9732\u5247\u4e0d\u53ef\u53d6\u3002Sora \u7d42\u6b62\u5f8c\uff0cDisney \u53ef\u4ee5\u628a AI \u80fd\u529b\u8f49\u5411\u66f4\u5b89\u5168\u7684\u9818\u57df\u2014\u2014\u751f\u7522\u5de5\u5177\u3001\u884c\u92b7\u500b\u4eba\u5316\uff0c\u4ee5\u53ca\u908a\u754c\u53d7\u5408\u7d04\u9650\u5236\u4e26\u52a0\u6d6e\u6c34\u5370\u7684\u56b4\u683c\u5275\u4f5c\u8005\u8a08\u756b\u3002\u5e02\u5834\u5c07\u95dc\u6ce8 DIS \u662f\u5426\u6703\u7e2e\u6e1b\u9762\u5411\u6d88\u8cbb\u8005\u7684\u751f\u6210\u5f0f\u4f48\u5c40\uff0c\u6216\u662f\u52a0\u78bc\u5e55\u5f8c\u7684 AI \u61c9\u7528\uff0c\u4ee5\u5728\u4e0d\u5192\u54c1\u724c\u982d\u689d\u98a8\u96aa\u4e0b\u63d0\u5347\u5229\u6f64\u3002<\/p>\n

Microsoft \u7684\u66dd\u96aa\uff1a\u5c0d\u4f01\u696d\u7d1a AI \u7684\u66f4\u6e05\u6670\u8aaa\u6cd5<\/h3>\n

Microsoft \u5f9e Sora \u7684\u6f5b\u5728\u5229\u5f97\u672c\u5c31\u6709\u9650\u3002Copilot \u63a1\u7528\u3001Azure AI \u670d\u52d9\u8207\u6574\u5408\u5b89\u5168\u7684\u63a8\u7406\u670d\u52d9\u624d\u662f MSFT \u8cfa\u9322\u4e4b\u8655\u3002\u6d88\u8cbb\u8005\u5f71\u7247\u5be9\u67e5\u4e26\u975e\u5176\u5229\u57fa\u3002\u9019\u6b21\u95dc\u9589\u7c21\u5316\u4e86\u5411 CIO \u50b3\u9054\u7684\u8a0a\u606f\uff1aOpenAI \u6b63\u512a\u5148\u6295\u5165\u57fa\u790e\u7814\u7a76\u8207\u8207\u4f01\u696d\u5c0d\u9f4a\u7684\u80fd\u529b\u4ee5\u63d0\u5347 Copilot\uff0c\u800c\u4e0d\u662f\u8ffd\u9010\u4e0b\u8f09\u91cf\u3002\u6b64\u8209\u4e5f\u964d\u4f4e\u4e86\u67d0\u8d77\u75c5\u6bd2\u6027\u6feb\u7528\u4e8b\u4ef6\u6ce2\u53ca Microsoft \u54c1\u724c\u6216\u8b93\u76e3\u7ba1\u6a5f\u69cb\u66f4\u7dca\u5bc6\u5730\u5c07 Azure \u8207\u6d88\u8cbb\u8005\u5167\u5bb9\u722d\u8b70\u639b\u9264\u7684\u6a5f\u7387\u3002\u66f4\u5927\u7684\u554f\u984c\u662f\u7522\u54c1\u5ee3\u5ea6\u3002Microsoft \u662f\u5426\u9700\u8981\u4e00\u500b\u985e\u4f3c TikTok \u7684 AI \u5f71\u7247\u5e03\u5c40\u4f86\u7dad\u6301 Windows \u6216 Xbox \u7684\u6d88\u8cbb\u8005\u5fc3\u667a\u4f54\u6709\u7387\uff1f\u77ed\u671f\u5167\u53ef\u80fd\u4e0d\u9700\u8981\u3002\u751f\u7522\u529b\u3001\u7a0b\u5f0f\u8a2d\u8a08\u8207 copilots \u4ecd\u662f TAM \u7684\u9a45\u52d5\u529b\u3002\u9810\u671f MSFT \u6703\u628a\u5275\u610f\u5f71\u7247\u7684\u91ce\u5fc3\u5c0e\u5165\u8207 Adobe \u7684\u5408\u4f5c\u3001\u53d7\u4fdd\u8b77\u7684\u4f01\u696d\u6d41\u7a0b\uff0c\u4ee5\u53ca\u5f9e\u7b2c\u4e00\u5929\u8d77\u5c31\u5167\u5efa\u4f86\u6e90\u8207\u6388\u6b0a\u6a5f\u5236\u7684\u5de5\u5177\u3002<\/p>\n

\u7af6\u722d\u89e3\u8b80\uff1aMeta\u3001Google \u8207\u5275\u610f\u5957\u4ef6\u5ee0\u5546<\/h3>\n

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