{"id":649852,"date":"2026-07-10T21:12:38","date_gmt":"2026-07-11T04:12:38","guid":{"rendered":"https:\/\/nai500.com\/blog\/2026\/07\/us-tech-giants-bet-big-on-ai-infrastructure-market-patience-tested\/"},"modified":"2026-07-10T21:13:03","modified_gmt":"2026-07-11T04:13:03","slug":"%e7%be%8e%e5%9c%8b%e7%a7%91%e6%8a%80%e5%b7%a8%e9%a0%ad%e8%b1%aa%e8%b3%ad-ai-%e5%9f%ba%e5%bb%ba%e5%b8%82%e5%a0%b4%e8%80%90%e5%bf%83%e9%9d%a2%e8%87%a8%e8%80%83%e9%a9%97","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2026\/07\/%e7%be%8e%e5%9c%8b%e7%a7%91%e6%8a%80%e5%b7%a8%e9%a0%ad%e8%b1%aa%e8%b3%ad-ai-%e5%9f%ba%e5%bb%ba%e5%b8%82%e5%a0%b4%e8%80%90%e5%bf%83%e9%9d%a2%e8%87%a8%e8%80%83%e9%a9%97\/","title":{"rendered":"\u7f8e\u570b\u79d1\u6280\u5de8\u982d\u8c6a\u8cedAI\u57fa\u5efa\uff0c\u5e02\u5834\u8010\u5fc3\u9762\u81e8\u8003\u9a57"},"content":{"rendered":"<p class=\"p1\"><span class=\"s1\">\u70ba\u6436\u4f54\u4eba\u5de5\u667a\u80fd\u6578\u64da\u4e2d\u5fc3\u7684\u9ad8\u5730\uff0c\u7f8e\u570b\u4e94\u5927\u79d1\u6280\u5de8\u982d\u5728\u904e\u53bb\u4e94\u5e74\u9593\u5c07\u50b5\u52d9\u898f\u6a21\u7ffb\u4e86\u4e00\u756a\uff0c\u901a\u904e\u5927\u898f\u6a21\u8209\u50b5\u70ba\u5176\u6240\u5ba3\u7a31\u7684\u201c\u7d93\u6fdf\u8f49\u578b\u201d\u5f0f\u6295\u8cc7\u92ea\u8def\u3002\u5e02\u5834\u6578\u64da\u986f\u793a\uff0cAlphabet(<a href=\"https:\/\/nai500.com\/zh-hant\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%a9%a2\/?qm_symbol=GOOGL\"><span class=\"s2\">GOOGL<\/span><\/a>)\u3001\u4e9e\u99ac\u905c(<a href=\"https:\/\/nai500.com\/zh-hant\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%a9%a2\/?qm_symbol=AMZN\"><span class=\"s2\">AMZN<\/span><\/a>)\u3001Meta(<a href=\"https:\/\/nai500.com\/zh-hant\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%a9%a2\/?qm_symbol=META\"><span class=\"s2\">META<\/span><\/a>)\u3001\u5fae\u8edf(<a href=\"https:\/\/nai500.com\/zh-hant\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%a9%a2\/?qm_symbol=MSFT\"><span class=\"s2\">MSFT<\/span><\/a>)\u548c\u7532\u9aa8\u6587(<a href=\"https:\/\/nai500.com\/zh-hant\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%a9%a2\/?qm_symbol=ORCL\"><span class=\"s2\">ORCL<\/span><\/a>)\u9019\u4e94\u5bb6\u5728\u65b0\u6578\u64da\u4e2d\u5fc3\u5efa\u8a2d\u4e0a\u6295\u5165\u6700\u5927\u7684\u4f01\u696d\uff0c\u4e94\u5e74\u9593\u7d2f\u8a08\u65b0\u589e\u50b5\u52d9\u7d043500\u5104\u7f8e\u5143\u3002<\/span><\/p>\n<p class=\"p1\"><span class=\"s1\">\u9019\u4e9b\u516c\u53f8\u5805\u4fe1\uff0c\u524d\u6cbfAI\u670d\u52d9\u5c07\u5728\u672a\u4f86\u5e36\u4f86\u8c50\u539a\u56de\u5831\uff0c\u6295\u8cc7\u8005\u6b64\u524d\u4e5f\u71b1\u60c5\u97ff\u61c9\u5176\u50b5\u5238\u767c\u884c\u3002\u7136\u800c\uff0c\u64da\u77e5\u60c5\u4eba\u58eb\u900f\u9732\uff0c\u672c\u9031\u4e9e\u99ac\u905c\u4e00\u7b46250\u5104\u7f8e\u5143\u7684\u50b5\u5238\u767c\u884c\u906d\u9047\u5e02\u5834\u7f55\u898b\u51b7\u9047\uff0c\u9019\u8868\u660e\u5e02\u5834\u70ba\u79d1\u6280\u5de8\u982d\u6295\u8cc7\u63d0\u4f9b\u8cc7\u91d1\u7684\u610f\u9858\u4e26\u975e\u7121\u7aae\u7121\u76e1\u3002<\/span><\/p>\n<h2 class=\"p1\"><span class=\"s1\">\u50b5\u52d9\u53ef\u63a7\uff0c\u4f46\u58d3\u529b\u5df2\u73fe<\/span><\/h2>\n<p class=\"p1\"><span class=\"s1\">\u5c0d\u5927\u591a\u6578\u516c\u53f8\u800c\u8a00\uff0c\u50b5\u52d9\u6210\u672c\u4ecd\u76f8\u5c0d\u53ef\u63a7\uff0c\u76c8\u5229\u80fd\u529b\u4f9d\u7136\u5f37\u52c1\u3002\u53bb\u5e74\u4e94\u5bb6\u516c\u53f8\u5229\u606f\u652f\u51fa\u5408\u8a08\u7a81\u7834100\u5104\u7f8e\u5143\uff0c\u8f032019\u5e74\u7ffb\u4e86\u4e00\u756a\uff0c\u4f46\u8207\u5404\u516c\u53f8\u81ea\u7531\u73fe\u91d1\u6d41\u76f8\u6bd4\u4ecd\u5fae\u4e0d\u8db3\u9053\u3002\u622a\u81f33\u6708\u5e95\uff0c\u8c37\u6b4c\u7d93\u71df\u6d3b\u52d5\u73fe\u91d1\u6d41\u6263\u9664\u8cc7\u672c\u652f\u51fa\u5f8c\u7684\u81ea\u7531\u73fe\u91d1\u6d41\u9ad8\u9054640\u5104\u7f8e\u5143\u3002<\/span><\/p>\n<p class=\"p1\"><span class=\"s1\">\u7136\u800c\uff0c\u90e8\u5206\u516c\u53f8\u5df2\u73fe\u58d3\u529b\u8de1\u8c61\u3002\u4e9e\u99ac\u905c\u5728\u622a\u81f33\u670831\u65e5\u7684\u5b63\u5ea6\u81ea\u7531\u73fe\u91d1\u6d41\u8f49\u8ca0\uff1b\u7532\u9aa8\u65872025\u5e74\u50b5\u52d9\u7d04\u70ba\u71df\u6536\u76842.5\u500d\uff0c\u9810\u8a08\u73fe\u91d1\u6d88\u8017\u9084\u5c07\u52a0\u901f\u3002\u6a19\u666e\u5168\u7403\u8a55\u7d1a\u9031\u56db\u5c07\u7532\u9aa8\u6587\u4e0b\u8abf\u81f3\u6700\u4f4e\u6295\u8cc7\u7d1a\u8a55\u7d1a\uff0c\u7406\u7531\u6b63\u662f\u5176AI\u652f\u51fa\u6301\u7e8c\u6500\u5347\u3002<\/span><\/p>\n<h2 class=\"p1\"><span class=\"s1\">\u56de\u5831\u524d\u666f\u5f15\u5e02\u5834\u7591\u616e<\/span><\/h2>\n<p class=\"p1\"><span class=\"s1\">\u8edf\u4ef6\u4f01\u696d\u50b3\u7d71\u4e0a\u8cc7\u672c\u958b\u652f\u9700\u6c42\u4e0d\u5927\uff0c\u4f46\u96f2\u8a08\u7b97\u7684\u8208\u8d77\u6539\u8b8a\u4e86\u9019\u4e00\u683c\u5c40\u2014\u2014\u670d\u52d9\u5668\u8fb2\u5834\u9700\u8981\u5927\u898f\u6a21\u6295\u5165\u3002AI\u6578\u64da\u4e2d\u5fc3\u898f\u6a21\u66f4\u5927\u3001\u82af\u7247\u66f4\u8cb4\uff0c\u9032\u4e00\u6b65\u63a8\u9ad8\u4e86\u652f\u51fa\u3002\u5206\u6790\u5e2b\u6307\u51fa\uff0c\u6295\u8cc7\u8005\u5c0d\u79d1\u6280\u5de8\u982d\u5982\u4f55\u53ca\u4f55\u6642\u5f9e\u5de8\u984d\u652f\u51fa\u4e2d\u7372\u5f97\u56de\u5831\u65e5\u76ca\u8b39\u614e\u3002\u4eca\u5e74\u4ee5\u4f86\uff0c\u50c5Alphabet\u80a1\u50f9\u8dd1\u8d0f\u6a19\u666e500\u6307\u6578\uff0c\u5fae\u8edf\u548c\u7532\u9aa8\u6587\u80a1\u50f9\u8dcc\u5e45\u5747\u8d8520%\u3002<\/span><\/p>\n<p class=\"p1\"><span class=\"s1\">\u4f01\u696d\u9ad8\u7ba1\u5247\u8868\u9054\u4e86\u4fe1\u5fc3\u3002\u4e9e\u99ac\u905cCEO\u5b89\u8fea\u00b7\u8cc8\u897f4\u6708\u8868\u793a\u5c0dAI\u670d\u52d9\u201c\u8ca8\u5e63\u5316\u201d\u5177\u6709\u201c\u9ad8\u5ea6\u4fe1\u5fc3\u201d\uff0cMeta\u9996\u5e2d\u57f7\u884c\u5b98\u99ac\u514b\u00b7\u624e\u514b\u4f2f\u683c\u4e5f\u7a31AI\u7b97\u529b\u9700\u6c42\u6301\u7e8c\u4f9b\u4e0d\u61c9\u6c42\uff0c\u662f\u6301\u7e8c\u6295\u8cc7\u7684\u7406\u7531\u3002\u4f46\u60e0\u8b7d\u8a55\u7d1a\u5206\u6790\u5e2b\u8868\u793a\uff0c\u4e0d\u78ba\u5b9a\u9019\u4e9b\u5de8\u982d\u80fd\u5426\u771f\u6b63\u7372\u5f97\u6295\u8cc7\u56de\u5831\uff0c\u76ee\u524d\u5927\u91cf\u7684\u9700\u6c42\u7092\u4f5c\u5728\u5f88\u5927\u7a0b\u5ea6\u4e0a\u4ecd\u662f\u4e00\u7a2e\u9858\u666f\u3002<\/span><\/p>\n<h2 class=\"p1\"><span class=\"s1\">\u672a\u4f86\u98a8\u96aa\u8207\u6230\u7565\u8abf\u6574\u4fe1\u865f<\/span><\/h2>\n<p class=\"p1\"><span class=\"s1\">\u4e0d\u65b7\u6500\u5347\u7684\u50b5\u52d9\u8ca0\u64d4\u53ef\u80fd\u524a\u5f31\u4f01\u696d\u61c9\u5c0d\u672a\u4f86\u5371\u6a5f\u6216\u6280\u8853\u8b8a\u9769\u7684\u80fd\u529b\u3002\u5373\u4fbf\u662f\u9577\u671f\u4e3b\u5c0e\u79d1\u6280\u5e02\u5834\u7684\u516c\u53f8\uff0c\u4e00\u65e6\u5730\u4f4d\u9b06\u52d5\uff0c\u98a8\u96aa\u4fbf\u6703\u986f\u73fe\u3002\u4f5c\u70ba\u524d\u8eca\u4e4b\u9452\uff0c\u82f1\u7279\u723e\u5728\u932f\u5931AI\u82af\u7247\u6a5f\u9047\u5f8c\uff0c\u56e0\u524d\u4efb\u6642\u671f\u5927\u91cf\u8209\u50b5\uff0c\u81f3\u4eca\u4ecd\u6df1\u9677\u8667\u640d\uff0c\u4f9d\u9760\u5916\u90e8\u63f4\u52a9\u7dad\u6301\u904b\u71df\u3002<\/span><\/p>\n<p class=\"p1\"><span class=\"s1\">\u5206\u6790\u4eba\u58eb\u8a8d\u70ba\uff0c\u76ee\u524d\u8d85\u5927\u898f\u6a21\u96f2\u516c\u53f8\u9060\u672a\u5230\u90a3\u4e00\u6b65\uff0c\u7576\u524d\u7684\u50b5\u52d9\u6c34\u5e73\u201c\u770b\u8d77\u4f86\u4e26\u4e0d\u7cdf\u7cd5\u201d\u3002\u4f46\u8207\u6b64\u540c\u6642\uff0c\u5e02\u5834\u5c0d\u82af\u7247\u80a1\u5df2\u51fa\u73fe\u201c\u660e\u986f\u8d85\u8cb7\u201d\u7684\u8b66\u544a\u3002\u6b64\u5916\uff0cMeta\u8fd1\u671f\u8abf\u6574AI\u6230\u7565\uff0c\u8003\u616e\u5c0d\u5916\u51fa\u79df\u57fa\u790e\u8a2d\u65bd\uff0c\u88ab\u89e3\u8b80\u70ba\u4f01\u696d\u958b\u59cb\u91cd\u65b0\u8a55\u4f30\u6578\u5343\u5104\u7f8e\u5143\u8cc7\u672c\u652f\u51fa\u8a08\u5283\u7684\u4fe1\u865f\uff0c\u6216\u8a31\u9810\u793a\u8457AI\u6295\u8cc7\u589e\u901f\u5c07\u9032\u5165\u4e00\u500b\u653e\u7de9\u7684\u521d\u671f\u968e\u6bb5\u3002<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u70ba\u6436\u4f54\u4eba\u5de5\u667a\u80fd\u6578\u64da\u4e2d\u5fc3\u7684\u9ad8\u5730\uff0c\u7f8e\u570b\u4e94\u5927\u79d1\u6280\u5de8\u982d\u5728\u904e\u53bb\u4e94\u5e74\u9593\u5c07\u50b5\u52d9\u898f\u6a21\u7ffb\u4e86\u4e00\u756a\uff0c\u901a\u904e\u5927\u898f\u6a21\u8209\u50b5\u70ba\u5176\u6240\u5ba3\u7a31\u7684\u201c\u7d93\u6fdf [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":610736,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[426],"tags":[675,2156,1677,574],"class_list":["post-649852","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hant","tag--zh-hant","tag-2156","tag-technology-zh-hant","tag-574","sectors-technology-zh-hant","exchange-nyse-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/649852","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=649852"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/649852\/revisions"}],"predecessor-version":[{"id":649855,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/649852\/revisions\/649855"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/610736"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=649852"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=649852"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=649852"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}