{"id":757,"date":"2025-11-20T21:57:22","date_gmt":"2025-11-20T13:57:22","guid":{"rendered":"https:\/\/smartaiunion.com\/?p=757"},"modified":"2025-11-20T21:57:22","modified_gmt":"2025-11-20T13:57:22","slug":"%e8%90%a5%e6%94%b65700000000%e7%be%8e%e5%85%83%ef%bc%8c%e8%8b%b1%e4%bc%9f%e8%be%be%ef%bc%9a%e6%b3%a1%e6%b2%ab%ef%bc%9f%e4%bb%80%e4%b9%88%e6%b3%a1%e6%b2%ab","status":"publish","type":"post","link":"https:\/\/smartaiunion.com\/index.php\/2025\/11\/20\/757\/","title":{"rendered":"\u8425\u65365700000000\u7f8e\u5143\uff0c\u82f1\u4f1f\u8fbe\uff1a\u6ce1\u6cab\uff1f\u4ec0\u4e48\u6ce1\u6cab"},"content":{"rendered":"\n<p>2025 \u5e74 11 \u6708 19 \u65e5\uff0c\u7f8e\u56fd\u4e1c\u90e8\u65f6\u95f4\u4e0b\u5348 5 \u70b9\uff0c\u82f1\u4f1f\u8fbe\u53d1\u5e032026 \u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u8d22\u62a5\u3002<\/p>\n\n\n\n<p>\u8fd9\u4e00\u5b63\u7684\u6570\u636e\u5f88\u5938\u5f20\uff1a<strong>\u8425\u6536 570 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f 62%\uff0c\u73af\u6bd4\u591a\u4e86\u6574\u6574 100 \u4ebf\u7f8e\u5143\uff08+22%\uff09<\/strong>\uff0c\u6570\u636e\u4e2d\u5fc3\u4e1a\u52a1\u7ee7\u7eed\u98de\u5954\uff0c\u7f51\u7edc\u3001\u8ba1\u7b97\u3001\u6c7d\u8f66\u3001\u4e13\u4e1a\u53ef\u89c6\u5316\u5168\u90e8\u53cc\u4f4d\u6570\u589e\u957f\u3002\u4f46\u6bd4\u6570\u5b57\u66f4\u503c\u5f97\u7f16\u8bd1\u548c\u6574\u7406\u7684\uff0c\u662f\u7ba1\u7406\u5c42\u5728\u7535\u8bdd\u4f1a\u91cc\u7ed9\u51fa\u7684\u90a3\u5957\u903b\u8f91\uff1a<\/p>\n\n\n\n<p><strong>\u4ed6\u4eec\u51e0\u4e4e\u628a\u6240\u6709\u5173\u4e8e\u201cAI&nbsp;\u6ce1\u6cab\u201d\u7684\u8d28\u7591\uff0c\u91cd\u65b0\u6539\u5199\u6210\u4e86\u4e00\u573a\u201c\u4e09\u6b21\u5e73\u53f0\u5927\u8fc1\u79fb + \u5341\u5e74\u57fa\u7840\u8bbe\u65bd\u5468\u671f\u201d\u7684\u6545\u4e8b\u3002<\/strong><\/p>\n\n\n\n<p>\u57fa\u4e8e\u8fd9\u4efd\u7535\u8bdd\u4f1a\u8bae\u8bb0\u5f55\uff0c\u672c\u6587\u5bf9\u7ba1\u7406\u5c42\u7684\u6838\u5fc3\u89c2\u70b9\u505a\u4e86\u4e00\u6b21\u7cfb\u7edf\u7684\u7f16\u8bd1\u548c\u68b3\u7406\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u4e00\u3001\u6210\u7ee9\u5355\uff1a<\/strong><\/h2>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>570 \u4ebf\u7f8e\u5143\u7684\u5927\u5934\uff0c\u51e0\u4e4e\u90fd\u6765\u81ea AI \u5de5\u5382<\/strong><\/h2>\n\n\n\n<p>\u5148\u628a\u5173\u952e\u6570\u5b57\u634b\u6e05\u695a\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u603b\u6536\u5165\uff1a<\/strong>570 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4 +62%\uff0c\u73af\u6bd4\u589e\u52a0 100 \u4ebf\u7f8e\u5143\uff08+22%\uff09\u3002<\/li>\n\n\n\n<li><strong>\u6570\u636e\u4e2d\u5fc3\u6536\u5165\uff1a<\/strong>510 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4 +66%\uff0c\u518d\u521b\u65b0\u9ad8\uff0c\u51e0\u4e4e\u5c31\u662f\u6574\u5bb6\u516c\u53f8\u3002<\/li>\n\n\n\n<li><strong>\u7f51\u7edc\u6536\u5165\uff1a<\/strong>82 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u98d9\u5347 162%\uff0c\u9760\u7684\u662f NVLink\u3001InfiniBand \u548c Spectrum X \u4ee5\u592a\u7f51\u3002<\/li>\n\n\n\n<li><strong>\u8ba1\u7b97\u90e8\u95e8\uff1a<\/strong>\u540c\u6bd4 +56%\uff0c\u6838\u5fc3\u9a71\u52a8\u529b\u6765\u81ea GB300 GPU \u7684\u653e\u91cf\uff0cHopper \u5e73\u53f0\u672c\u5b63\u4ecd\u8d21\u732e\u4e86\u7ea6 20 \u4ebf\u7f8e\u5143\u6536\u5165\u3002<\/li>\n\n\n\n<li><strong>\u6e38\u620f\u4e1a\u52a1\uff1a<\/strong>43 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4 +30%\uff0c\u4e3b\u8981\u662f\u6e38\u620f\u73a9\u5bb6\u548c\u672c\u5730 AI \u9700\u6c42\u7684\u53e0\u52a0\u3002<\/li>\n\n\n\n<li><strong>\u4e13\u4e1a\u53ef\u89c6\u5316\uff1a<\/strong>7.6 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4 +56%\uff0cDGX Spark \u88ab\u70b9\u540d\u662f\u5173\u952e\u8d21\u732e\u8005\u3002<\/li>\n\n\n\n<li><strong>\u6c7d\u8f66\u4e1a\u52a1\uff1a<\/strong>5.92 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4 +32%\uff0c\u81ea\u52a8\u9a7e\u9a76\u89e3\u51b3\u65b9\u6848\u662f\u4e3b\u529b\u3002<\/li>\n<\/ul>\n\n\n\n<p>\u76c8\u5229\u80fd\u529b\u540c\u6837\u201c\u53d8\u6001\u201d\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>GAAP \u6bdb\u5229\u7387\uff1a<\/strong>73.4%\uff0c<\/li>\n\n\n\n<li><strong>Non-GAAP \u6bdb\u5229\u7387\uff1a<\/strong>73.6%\uff0c \u90fd\u6bd4\u4e4b\u524d\u7684\u6307\u5f15\u66f4\u9ad8\u3002Colette Kress \u89e3\u91ca\uff0c\u4e3b\u8981\u5f97\u76ca\u4e8e\u6570\u636e\u4e2d\u5fc3\u4ea7\u54c1\u7ec4\u5408\u3001\u751f\u4ea7\u5468\u671f\u65f6\u95f4\u6539\u5584\u4ee5\u53ca\u6210\u672c\u7ed3\u6784\u4f18\u5316\u3002<\/li>\n<\/ul>\n\n\n\n<p>\u4f46\u4e5f\u4e0d\u662f\u5168\u662f\u751c\u871c\uff0c\u7535\u8bdd\u4f1a\u4e00\u4e0a\u6765\u5c31\u5766\u767d\u4e86\u4e09\u70b9\u98ce\u9669\uff1a<\/p>\n\n\n\n<p><strong>\u4e2d\u56fd\u6536\u5165\u88ab\u201c\u6390\u65ad\u201d\uff1a<\/strong><\/p>\n\n\n\n<p>\u7531\u4e8e\u5730\u7f18\u653f\u6cbb\u548c\u672c\u5730\u7ade\u4e89\uff0c\u672c\u5b63\u5ea6\u539f\u672c\u8ba1\u5212\u7684\u5927\u989d\u8ba2\u5355\u6ca1\u6709\u843d\u5730\uff0c\u76f4\u63a5\u5f71\u54cd\u4e86\u9ad8\u7aef\u6570\u636e\u4e2d\u5fc3\u8ba1\u7b97\u4ea7\u54c1\u5bf9\u4e2d\u56fd\u7684\u51fa\u8d27\u3002Colette \u8fd8\u660e\u786e\u8868\u793a\uff0c\u5728 Q4 \u7684\u6307\u5f15\u91cc\uff0c<strong>\u201c\u6211\u4eec\u6ca1\u6709\u5047\u8bbe\u6765\u81ea\u4e2d\u56fd\u7684\u4efb\u4f55\u6570\u636e\u4e2d\u5fc3\u8ba1\u7b97\u6536\u5165\u201d<\/strong>\u3002<\/p>\n\n\n\n<p><strong>\u6295\u5165\u6210\u672c\u5728\u4e0a\u5347\uff1a<\/strong><\/p>\n\n\n\n<p>\u9762\u5411 2027 \u8d22\u5e74\uff0c\u5185\u5b58\u7b49\u5173\u952e\u5143\u4ef6\u4ef7\u683c\u62ac\u5934\uff0c\u7cfb\u7edf\u590d\u6742\u5ea6\u4e5f\u5728\u589e\u52a0\u3002\u516c\u53f8\u4e00\u8fb9\u52a0\u5927\u91c7\u8d2d\u9501\u4ef7\uff0c\u4e00\u8fb9\u5f3a\u8c03\uff0c\u4ecd\u4f1a\u52aa\u529b\u628a\u6bdb\u5229\u7387\u201c\u538b\u5728 70% \u4e2d\u6bb5\u201d\u3002<\/p>\n\n\n\n<p><strong>\u5e93\u5b58\u548c\u4f9b\u5e94\u627f\u8bfa\u540c\u6b65\u4e0a\u626c\uff1a<\/strong><\/p>\n\n\n\n<p>\u5e93\u5b58\u73af\u6bd4\u589e\u52a0 32%\uff0c\u4f9b\u5e94\u627f\u8bfa\u73af\u6bd4\u589e\u52a0 63%\u3002\u7ba1\u7406\u5c42\u7684\u6001\u5ea6\u662f\uff1a<strong>\u8fd9\u662f\u4e3b\u52a8\u4e3a\u672a\u6765\u66f4\u5927\u89c4\u6a21\u7684\u589e\u957f\u201c\u94fa\u8d27\u201d<\/strong>\uff0c\u800c\u4e0d\u662f\u9700\u6c42\u4e0d\u884c\u7684\u88ab\u52a8\u5806\u5e93\u5b58\u3002<\/p>\n\n\n\n<p>\u5c55\u671b\u7b2c\u56db\u5b63\u5ea6\uff0c\u6307\u5f15\u540c\u6837\u6fc0\u8fdb\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Q4 \u6536\u5165\u6307\u5f15\uff1a<\/strong>650 \u4ebf\u7f8e\u5143\uff0c\u4e0a\u4e0b\u6d6e\u52a8 2%\uff0c\u6309\u4e2d\u503c\u7b97\u73af\u6bd4\u8fd8\u8981\u518d\u6da8 14%\uff0c\u4e3b\u8981\u7531 Blackwell \u67b6\u6784\u7ee7\u7eed\u653e\u91cf\u5e26\u52a8\u3002<\/li>\n\n\n\n<li><strong>\u6bdb\u5229\u7387\u6307\u5f15\uff1a<\/strong>GAAP \u548c Non-GAAP \u90fd\u9884\u8ba1\u7ef4\u6301\u5728 70% \u4e2d\u6bb5\uff0c\u5c3d\u7ba1\u6295\u5165\u6210\u672c\u4e0a\u6da8\u3002<\/li>\n<\/ul>\n\n\n\n<p>\u4ece\u8fd9\u5f20\u201c\u8d22\u52a1\u5feb\u7167\u201d\u53ef\u4ee5\u770b\u51fa\u4e00\u4e2a\u6838\u5fc3\u4e8b\u5b9e\uff1a<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>\u82f1\u4f1f\u8fbe\u73b0\u5728\u7684\u8d22\u62a5\uff0c\u5176\u5b9e\u5c31\u662f\u4e00\u5f20\u5168\u7403 AI \u5de5\u5382\u5efa\u8bbe\u8fdb\u5ea6\u8868\u3002<\/strong><\/p>\n<\/blockquote>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u4e8c\u3001CFO \u7684\u89c6\u89d2\uff1a<\/strong><\/h2>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u4e09\u5927\u5e73\u53f0\u8f6c\u578b + 5000 \u4ebf Blackwell\/Rubin \u6536\u5165\u84dd\u56fe<\/strong><\/h2>\n\n\n\n<p>\u5728\u8d22\u52a1\u6570\u5b57\u4e4b\u540e\uff0cCFO Colette Kress \u7528\u76f8\u5f53\u957f\u7684\u4e00\u6bb5\u8bdd\uff0c\u628a\u8fd9\u5b63\u7684\u589e\u957f\u653e\u8fdb\u4e86\u4e00\u4e2a\u66f4\u5927\u7684\u6846\u67b6\u91cc\uff1a<\/p>\n\n\n\n<p><strong>\u201c\u4e09\u5927\u5e73\u53f0\u8f6c\u578b\u201d\u8fd8\u5728\u65e9\u671f<\/strong><\/p>\n\n\n\n<p>\u5979\u5f3a\u8c03\uff0c\u5ba2\u6237\u73b0\u5728\u96c6\u4e2d\u5728\u4e09\u6761\u4e3b\u7ebf\u505a\u6295\u5165\uff1a<\/p>\n\n\n\n<p><strong>\u5411\u52a0\u901f\u8ba1\u7b97\u8fc1\u79fb<\/strong>\uff1a<\/p>\n\n\n\n<p>\u4ece\u4f20\u7edf CPU \u901a\u7528\u8ba1\u7b97\uff0c\u8f6c\u5411 GPU \u52a0\u901f\u8ba1\u7b97\uff0c\u628a\u539f\u672c\u8dd1\u5728 CPU \u4e0a\u7684\u5927\u91cf\u6570\u636e\u5904\u7406\u3001\u79d1\u5b66\u8ba1\u7b97\u5de5\u4f5c\u8d1f\u8f7d\u642c\u5230 CUDA \u5e73\u53f0\u4e0a\u3002<\/p>\n\n\n\n<p><strong>\u5411\u5927\u6a21\u578b\/\u751f\u6210\u5f0f&nbsp;AI&nbsp;\u8fc1\u79fb<\/strong>\uff1a<\/p>\n\n\n\n<p>\u641c\u7d22\u3001\u63a8\u8350\u3001\u5185\u5bb9\u7406\u89e3\u3001\u5e7f\u544a\u6392\u5e8f\uff0c\u4ece\u4f20\u7edf\u673a\u5668\u5b66\u4e60\u4f53\u7cfb\u5207\u6362\u5230\u5927\u6a21\u578b\uff0c\u91cd\u5199\u751f\u4ea7\u7ebf\u3002<\/p>\n\n\n\n<p><strong>\u5411\u667a\u80fd\u4f53\uff08Agent\uff09\u5e94\u7528\u8fc1\u79fb<\/strong>\uff1a<\/p>\n\n\n\n<p>\u81ea\u4e3b\u63a8\u7406\u3001\u89c4\u5212\u3001\u8c03\u7528\u5de5\u5177\u7684\u201c\u667a\u80fd\u4ee3\u7406 AI\u201d\uff0c\u5f00\u59cb\u6e17\u900f\u5230\u7f16\u7a0b\u3001\u533b\u7597\u3001\u91d1\u878d\u3001\u8fd0\u8425\u7b49\u4e1a\u52a1\u7ebf\u3002<\/p>\n\n\n\n<p>\u5979\u7684\u5224\u65ad\u662f\uff1a\u8fd9\u4e09\u4ef6\u4e8b\u90fd\u8fd8\u5728\u65e9\u671f\u9636\u6bb5\uff0c\u201c<strong>\u4f1a\u6ce2\u53ca\u6240\u6709\u884c\u4e1a<\/strong>\u201d\u3002<\/p>\n\n\n\n<p><strong>Blackwell + Rubin\uff1a\u5230 2026 \u5e74\u5e95\u8981\u62ff\u4e0b 5000 \u4ebf\u7f8e\u5143\u8425\u6536<\/strong><\/p>\n\n\n\n<p>Colette \u7ed9\u4e86\u4e00\u4e2a\u9887\u5177\u4e89\u8bae\u3001\u4f46\u5df2\u7ecf\u88ab\u8d44\u672c\u5e02\u573a\u5e7f\u6cdb\u5f15\u7528\u7684\u6570\u5b57\uff1a<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>\u4ece\u4eca\u5e74\u5f00\u59cb\u5230 2026 \u5e74\u5e74\u5e95\uff0cBlackwell \u548c Rubin \u4e24\u4ee3\u5e73\u53f0\uff0c\u5408\u8ba1\u8425\u6536\u76ee\u6807\u662f 5000 \u4ebf\u7f8e\u5143\u3002<\/strong><\/p>\n<\/blockquote>\n\n\n\n<p>\u7535\u8bdd\u4f1a\u8bb0\u5f55\u91cc\uff0c\u5979\u518d\u6b21\u786e\u8ba4\u8fd9\u4e00\u76ee\u6807\u201c\u6b63\u5728\u63a8\u8fdb\u201d\uff1a<\/p>\n\n\n\n<p>\u90e8\u5206\u6536\u5165\u5df2\u7ecf\u5728\u8fc7\u53bb\u51e0\u4e2a\u5b63\u5ea6\u786e\u8ba4\uff1b<\/p>\n\n\n\n<p>\u63a5\u4e0b\u6765\u8fd8\u6709\u51e0\u4e2a\u5b63\u5ea6\u4f1a\u6301\u7eed\u5151\u73b0\uff1b<\/p>\n\n\n\n<p>\u800c\u4e14\uff0c\u8fd9 5000 \u4ebf\u672c\u8eab\u8fd8\u6709\u201c\u4e0a\u8c03\u7a7a\u95f4\u201d\uff1a\u6bd4\u5982\u5f53\u5929\u521a\u521a\u5ba3\u5e03\u7684\u4e0e\u6c99\u7279\u7684\u5408\u4f5c\uff0c\u672a\u6765\u4e09\u5e74\u65b0\u589e 40\u201360 \u4e07\u5757 GPU\uff1b\u548c Anthropic \u7684\u534f\u8bae\uff0c\u540c\u6837\u662f\u539f\u5148\u89c4\u5212\u4e4b\u5916\u7684\u589e\u91cf\u8ba1\u7b97\u9700\u6c42\u3002<\/p>\n\n\n\n<p>\u5728\u5979\u7684\u53d9\u4e8b\u91cc\uff0c\u82f1\u4f1f\u8fbe\u7684\u89d2\u8272\u5f88\u660e\u786e\uff1a<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>\u8981\u5728\u672a\u6765\u5341\u5e74\u8d70\u5411\u5e74\u5747 3\u20134 \u4e07\u4ebf\u7f8e\u5143\u89c4\u6a21\u7684\u5168\u7403 AI \u57fa\u7840\u8bbe\u65bd\u5efa\u8bbe\u91cc\uff0c\u505a\u201c\u9996\u9009\u5e73\u53f0\u201d\u3002<\/strong><\/p>\n<\/blockquote>\n\n\n\n<p><strong>\u201c\u4e91\u5df2\u552e\u7f44\u201d\uff1aGPU \u5b89\u88c5\u57fa\u7840\u5b8c\u5168\u88ab\u5403\u6ee1<\/strong><\/p>\n\n\n\n<p>Colette \u591a\u6b21\u91cd\u590d\u4e00\u4e2a\u8bf4\u6cd5\uff1a<strong>\u201c\u4e91\u670d\u52a1\u5df2\u552e\u7f44\uff08clouds are sold out\uff09\u201d\uff1b<\/strong>Blackwell\u3001Hopper\u3001Ampere \u7b49\u51e0\u4ee3 GPU \u7684\u5b89\u88c5\u57fa\u7840<strong>\u201c\u5168\u90e8\u5728\u6ee1\u8d1f\u8377\u8fd0\u884c\u201d<\/strong>\u3002\u7b2c\u4e09\u5b63\u5ea6\u6570\u636e\u4e2d\u5fc3\u6536\u5165 510 \u4ebf\u7f8e\u5143\uff0c\u5c31\u662f\u5728\u8fd9\u6837\u7684\u9ad8\u7a3c\u52a8\u7387\u4e4b\u4e0a\u505a\u51fa\u6765\u7684\u3002\u914d\u5408\u8fd9\u70b9\uff0c\u5979\u7ed9\u51fa\u4e86\u4e00\u4e32\u201c\u6848\u4f8b\u5e93\u201d\uff0c\u8bf4\u660e\u8fd9\u4e9b\u7b97\u529b\u5728\u88ab\u7528\u5728\u4ec0\u4e48\u5730\u65b9\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u4e92\u8054\u7f51\u5e73\u53f0\uff1a<\/strong><\/li>\n<\/ul>\n\n\n\n<p>Meta \u7528\u57fa\u4e8e GPU \u96c6\u7fa4\u8bad\u7ec3\u7684 Gem \u5e7f\u544a\u63a8\u8350\u57fa\u7840\u6a21\u578b\uff0c\u8ba9 Instagram \u5e7f\u544a\u8f6c\u5316\u7387 +5%\uff0cFacebook \u4fe1\u606f\u6d41 +3%\uff1b\u7528\u6237\u5728 Facebook\u3001Threads \u7b49\u5e94\u7528\u4e0a\u82b1\u7684\u65f6\u95f4\u660e\u663e\u4e0a\u5347\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u57fa\u7840\u6a21\u578b\u516c\u53f8\uff1a<\/strong><\/li>\n<\/ul>\n\n\n\n<p>OpenAI\uff1a\u5468\u6d3b\u7528\u6237 8 \u4ebf\uff0c\u4f01\u4e1a\u5ba2\u6237\u8d85\u8fc7 100 \u4e07\uff0c\u6bdb\u5229\u7387\u4fdd\u6301\u5065\u5eb7\uff1bAnthropic\uff1a\u5e74\u5316\u8425\u6536\u4ece\u5e74\u521d\u7684 10 \u4ebf\u7f8e\u5143\uff0c\u6da8\u5230 70 \u4ebf\u7f8e\u5143\u3002\u5176\u4ed6\u540d\u5b57\u8fd8\u5305\u62ec Mistral\u3001Reflection\u3001Safe Superintelligence\u3001xAI \u7b49\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u5782\u76f4\u573a\u666f\uff1a<\/strong><\/li>\n<\/ul>\n\n\n\n<p>RBC \u7528\u667a\u80fd\u4f53 AI \u628a\u5206\u6790\u5e08\u5199\u62a5\u544a\u7684\u65f6\u95f4\uff0c\u4ece\u51e0\u5c0f\u65f6\u538b\u7f29\u5230\u51e0\u5206\u949f\uff1b\u8054\u5408\u5229\u534e\u901a\u8fc7 AI + \u6570\u5b57\u5b6a\u751f\uff0c\u8ba9\u5185\u5bb9\u521b\u4f5c\u6548\u7387\u63d0\u5347 2 \u500d\u3001\u6210\u672c\u4e0b\u964d 55%\uff1bSalesforce \u5de5\u7a0b\u56e2\u961f\u4f7f\u7528 Cursor \u540e\uff0c\u65b0\u4ee3\u7801\u5f00\u53d1\u6548\u7387\u81f3\u5c11\u63d0\u5347 30%\u3002<\/p>\n\n\n\n<p>\u8fd9\u4e9b\u4f8b\u5b50\u5171\u540c\u6307\u5411\u4e00\u4e2a\u5224\u65ad\uff1a<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>AI \u57fa\u7840\u8bbe\u65bd\u7684\u6295\u5165\uff0c\u5df2\u7ecf\u5f00\u59cb\u5728\u771f\u5b9e\u4e1a\u52a1\u91cc\u201c\u627e\u56de\u62a5\u201d\uff0c\u800c\u4e0d\u6b62\u505c\u7559\u5728\u201c\u521b\u65b0\u9884\u7b97\u201d\u3002<\/p>\n<\/blockquote>\n\n\n\n<p><strong>\u4e94\u767e\u4e07 GPU \u7684 AI \u5de5\u5382\u8ba1\u5212<\/strong><\/p>\n\n\n\n<p>\u672c\u5b63\u82f1\u4f1f\u8fbe\u8fd8\u5ba3\u5e03\u4e86\u4e00\u4e32 AI \u5de5\u5382\u548c\u57fa\u7840\u8bbe\u65bd\u9879\u76ee\uff0c\u603b\u91cf\u6d89\u53ca<strong>\u7ea6 500 \u4e07\u5757&nbsp;GPU<\/strong>\uff0c\u8986\u76d6\uff1a<\/p>\n\n\n\n<p>\u516c\u6709\u4e91 CSP\u3001\u4e3b\u6743\u56fd\u5bb6\u6570\u636e\u4e2d\u5fc3\uff1b<\/p>\n\n\n\n<p>\u5236\u836f\u3001\u5236\u9020\u7b49\u884c\u4e1a\u7684\u201cAI \u5de5\u5382\u201d\uff1b<\/p>\n\n\n\n<p>\u6807\u5fd7\u6027\u9879\u76ee\u5305\u62ec\uff1axAI \u7684 Colossus 2 \u2014\u2014 \u5168\u7403\u9996\u4e2a\u5343\u5146\u74e6\u7ea7\u6570\u636e\u4e2d\u5fc3\uff1b\u793c\u6765\uff08Eli Lilly\uff09\u7684 AI \u5de5\u5382\uff0c\u7528\u4e8e\u836f\u7269\u7814\u53d1\uff1bAWS + Humane \u7684\u6269\u5c55\u5408\u4f5c\uff1a\u90e8\u7f72\u591a\u8fbe 15 \u4e07\u53f0 AI \u52a0\u901f\u5668\uff08\u5305\u62ec GB300\uff09\uff0c\u4ee5\u53ca\u4e00\u5ea7 500 \u5146\u74e6\u7684\u65d7\u8230 GPU \u6570\u636e\u4e2d\u5fc3\u3002<\/p>\n\n\n\n<p>\u5728\u8fd9\u5957\u53d9\u4e8b\u4e0b\uff0c\u201c570 \u4ebf\u8425\u6536\u201d\u53ea\u662f\u8d77\u70b9\uff0c\u771f\u6b63\u8ba9\u5e02\u573a\u7d27\u5f20\u7684\u662f\uff1a<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>\u672a\u6765\u4e24\u4e09\u5e74\uff0c\u8fd9\u5bb6\u516c\u53f8\u6253\u7b97\u5403\u4e0b\u591a\u5927\u4e00\u5757 AI \u57fa\u5efa\u86cb\u7cd5\u3002<\/strong><\/p>\n<\/blockquote>\n\n\n\n<p>1<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u4e09\u3001\u9ec4\u4ec1\u52cb\u7684\u201c\u53cd\u6ce1\u6cab\u201d\u6545\u4e8b\uff1a\u4e09\u6b21\u5e73\u53f0\u5927\u8fc1\u79fb<\/strong><\/h2>\n\n\n\n<p>\u8f6e\u5230\u9ec4\u4ec1\u52cb\u53d1\u8a00\u65f6\uff0c\u4ed6\u6ca1\u6709\u5148\u8c08\u4f30\u503c\uff0c\u800c\u662f\u76f4\u63a5\u56de\u5e94\u4e86\u201c\u6ce1\u6cab\u201d\u8fd9\u4e2a\u8bcd\uff1a<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u201c\u5173\u4e8e\u4eba\u5de5\u667a\u80fd\u6ce1\u6cab\u7684\u8ba8\u8bba\u5f88\u591a\u3002<strong>\u4ece\u6211\u4eec\u7684\u89d2\u5ea6\u6765\u770b\uff0c\u6211\u4eec\u770b\u5230\u7684\u662f\u622a\u7136\u4e0d\u540c\u7684\u60c5\u51b5\u3002<\/strong>\u201d<\/p>\n<\/blockquote>\n\n\n\n<p>\u4ed6\u7684\u6838\u5fc3\u8bba\u70b9\uff0c\u53ef\u4ee5\u6d53\u7f29\u6210\u4e00\u53e5\u8bdd\uff1a<\/p>\n\n\n\n<p><strong>\u4e16\u754c\u6b63\u5728\u540c\u65f6\u7ecf\u5386\u4e09\u6b21\u5de8\u5927\u7684\u5e73\u53f0\u7ea7\u8fc1\u79fb\uff0c\u800c\u82f1\u4f1f\u8fbe\u521a\u597d\u7ad9\u5728\u8fd9\u4e09\u6b21\u8fc1\u79fb\u7684\u4ea4\u53c9\u70b9\u3002<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/img.36krcdn.com\/hsossms\/20251120\/v2_331e8afa7c7f459b80893808a657317c@5091053_oswg272854oswg750oswg500_img_000?x-oss-process=image\/format,jpg\/interlace,1\" alt=\"\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u7b2c\u4e00\u6b21\u8fc1\u79fb\uff1a\u4ece CPU \u5230 GPU \u7684\u52a0\u901f\u8ba1\u7b97<\/strong><\/h3>\n\n\n\n<p>\u6469\u5c14\u5b9a\u5f8b\u653e\u7f13\uff0c\u4f20\u7edf CPU \u6027\u80fd\/\u6210\u672c\u7684\u63d0\u5347\u8d8a\u6765\u8d8a\u96be\uff1b<\/p>\n\n\n\n<p>\u5927\u91cf\u539f\u672c\u8dd1\u5728 CPU \u4e0a\u7684\u975e AI \u5de5\u4f5c\u8d1f\u8f7d\u2014\u2014\u6570\u636e\u5904\u7406\u3001\u79d1\u5b66\u4e0e\u5de5\u7a0b\u4eff\u771f\u7b49\u2014\u2014\u6b63\u5411 CUDA GPU \u8fc1\u79fb\uff1b<\/p>\n\n\n\n<p>\u8fd9\u4e00\u5c42\u8fc1\u79fb\uff0c\u672c\u8d28\u4e0a\u662f\u4e3a\u4e86<strong>\u5ef6\u7eed\u201c\u7b97\u529b\u901a\u7f29\u201d\uff1a\u7528\u66f4\u4f4e\u7684\u5355\u4f4d\u6210\u672c\u83b7\u5f97\u66f4\u591a\u8ba1\u7b97<\/strong>\u3002<\/p>\n\n\n\n<p>\u9ec4\u4ec1\u52cb\u628a\u8fd9\u90e8\u5206\u5b9a\u4e49\u4e3a\u201c\u57fa\u7840\u4e14\u5fc5\u8981\u7684\u8f6c\u578b\u201d\uff1a<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>\u201c\u5728\u540e\u6469\u5c14\u5b9a\u5f8b\u65f6\u4ee3\uff0c\u8fd9\u662f\u81f3\u5173\u91cd\u8981\u7684\u3002\u201d<\/strong><\/p>\n<\/blockquote>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u7b2c\u4e8c\u6b21\u8fc1\u79fb\uff1a\u4ece\u4f20\u7edf\u673a\u5668\u5b66\u4e60\u5230\u751f\u6210\u5f0f AI<\/strong><\/h3>\n\n\n\n<p>\u7b2c\u4e8c\u5c42\uff0c\u662f\u6211\u4eec\u719f\u6089\u7684\u90a3\u6ce2\u6d6a\u6f6e\uff1a<\/p>\n\n\n\n<p>\u641c\u7d22\u6392\u5e8f\u3001\u63a8\u8350\u7cfb\u7edf\u3001\u5e7f\u544a\u6295\u653e\u3001\u5185\u5bb9\u5ba1\u6838\u7b49\uff0c\u6b63\u5728\u4ece\u4f20\u7edf ML\/\u6df1\u5ea6\u5b66\u4e60\u4f53\u7cfb\uff0c\u8fc1\u79fb\u5230\u57fa\u4e8e\u5927\u6a21\u578b\u4e0e\u751f\u6210\u5f0f AI \u7684\u8303\u5f0f\uff1b<\/p>\n\n\n\n<p>Meta \u7684 Gem \u6a21\u578b\u5c31\u662f\u5178\u578b\u6848\u4f8b\uff1a\u4f9d\u6258\u5927\u89c4\u6a21 GPU \u96c6\u7fa4\u8bad\u7ec3\uff0c\u628a\u5e7f\u544a\u63a8\u8350\u6548\u679c\u5b9e\u6253\u5b9e\u62ac\u9ad8\u4e86\u51e0\u4e2a\u767e\u5206\u70b9\uff0c\u8fd9\u76f4\u63a5\u4f53\u73b0\u5728\u6536\u5165\u4e0a\u3002<\/p>\n\n\n\n<p>\u5728\u8fd9\u5c42\u4e0a\uff0cAI \u4e0d\u518d\u53ea\u662f\u201c\u8282\u7ea6\u6210\u672c\u201d\u7684\u5de5\u5177\uff0c\u800c\u662f<strong>\u76f4\u63a5\u5e26\u6765\u8425\u6536\u589e\u91cf\u7684\u5f15\u64ce<\/strong>\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u7b2c\u4e09\u6b21\u8fc1\u79fb\uff1a\u5411\u667a\u80fd\u4f53\u548c\u7269\u7406 AI<\/strong><\/h3>\n\n\n\n<p>\u7b2c\u4e09\u5c42\uff0c\u662f\u201c\u667a\u80fd\u4f53 AI\u201d\u548c\u201c\u7269\u7406 AI\u201d\uff1a<\/p>\n\n\n\n<p>\u8fd9\u7c7b\u7cfb\u7edf\u5177\u5907<strong>\u63a8\u7406\u3001\u89c4\u5212\u548c\u4f7f\u7528\u5de5\u5177<\/strong>\u7684\u80fd\u529b\uff1b<\/p>\n\n\n\n<p>\u4ece\u4ee3\u7801\u52a9\u624b\uff08Cursor\u3001Claude Code\u3001GitHub Copilot\uff09\uff0c\u5230\u533b\u7597\u653e\u5c04\u5f71\u50cf\u52a9\u624b\uff08iDoc\uff09\u3001\u6cd5\u5f8b\u52a9\u624b\uff08Harvey\uff09\uff0c\u518d\u5230\u81ea\u52a8\u9a7e\u9a76\u53f8\u673a\uff08Tesla FSD\u3001Waymo\uff09\uff0c\u90fd\u88ab\u4ed6\u5f52\u7c7b\u4e3a\u201c\u667a\u80fd\u4ee3\u7406 AI\u201d\uff1b<\/p>\n\n\n\n<p>\u66f4\u5f80\u4e0b\uff0c\u662f\u4e0e\u673a\u5668\u4eba\u3001\u5de5\u5382\u3001\u8f66\u961f\u3001\u57ce\u5e02\u57fa\u7840\u8bbe\u65bd\u6df1\u5ea6\u8026\u5408\u7684\u201c\u7269\u7406 AI\u201d\uff1a\u5229\u7528 Omniverse \u505a\u6570\u5b57\u5b6a\u751f\u5de5\u5382\u7684\u53f0\u79ef\u7535\u3001\u4e30\u7530\u3001\u5bcc\u58eb\u5eb7\u3001Lucid \u7b49\uff1b\u7528 Jetson \u5e73\u53f0\u548c Cosmos \u4e16\u754c\u6a21\u578b\u505a\u4eba\u5f62\/\u79fb\u52a8\u673a\u5668\u4eba\u5f00\u53d1\u7684 Agility Robotics\u3001Amazon Robotics\u3001Figure \u7b49\u3002<\/p>\n\n\n\n<p>\u5728\u4ed6\u770b\u6765\uff0c\u8fd9\u4e00\u5c42\u4f1a\u5e26\u6765<strong>\u5168\u65b0\u7684\u5e94\u7528\u3001\u4ea7\u54c1\u3001\u516c\u53f8\u548c\u670d\u52a1<\/strong>\uff0c\u662f\u6700\u5177\u98a0\u8986\u6027\u7684\u4e00\u5c42\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u82f1\u4f1f\u8fbe\u5982\u4f55\u628a\u4e09\u6b21\u8fc1\u79fb\u201c\u634f\u201d\u5728\u4e00\u8d77\uff1f<\/strong><\/h3>\n\n\n\n<p>\u9ec4\u4ec1\u52cb\u7684\u81ea\u6211\u5b9a\u4f4d\u662f\u975e\u5e38\u201c\u91ce\u5fc3\u5bb6\u201d\u7684\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u5728\u52a0\u901f\u8ba1\u7b97\u7684\u8fc1\u79fb\u4e2d<\/strong><\/li>\n<\/ul>\n\n\n\n<p>\uff0cCUDA + GPU \u662f\u6700\u6210\u719f\u7684\u65b9\u6848\uff1b<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u5728\u751f\u6210\u5f0f\u00a0AI\u00a0\u8fc1\u79fb\u4e2d<\/strong><\/li>\n<\/ul>\n\n\n\n<p>\uff0c\u82f1\u4f1f\u8fbe\u5728\u8bad\u7ec3\u3001\u540e\u8bad\u7ec3\uff08\u63a8\u7406\u524d\u7684\u5f3a\u5316\u3001\u5fae\u8c03\uff09\u548c\u63a8\u7406\u4e09\u4e2a\u9636\u6bb5\uff0c\u90fd\u6709\u4e00\u6574\u5957\u8f6f\u4ef6\u6808\u548c\u786c\u4ef6\u7ec4\u5408\uff1b<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u5728\u667a\u80fd\u4f53\u548c\u7269\u7406\u00a0AI\u00a0\u4e2d<\/strong><\/li>\n<\/ul>\n\n\n\n<p>\uff0c\u4ece\u6570\u636e\u4e2d\u5fc3\u5230\u673a\u5668\u4eba\u8fb9\u7f18\u8bbe\u5907\uff0c\u4e00\u6761\u94fe\u8def\u90fd\u5728\u7528\u540c\u4e00\u5957\u67b6\u6784\u3002<\/p>\n\n\n\n<p>\u4ed6\u8bf4\u5f97\u5f88\u76f4\u767d\uff1a<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u201c\u65e0\u8bba\u662f AI \u7684\u6bcf\u4e2a\u9636\u6bb5\uff0c\u8fd8\u662f\u5404\u79cd\u4e0d\u540c\u7684\u8ba1\u7b97\u9700\u6c42\uff0c<strong>\u6211\u4eec\u7684\u67b6\u6784\u90fd\u662f\u901a\u7528\u7684\u3002<\/strong>\u4f60\u53ef\u4ee5\u6295\u8d44\u4e00\u79cd\u67b6\u6784\uff0c\u7136\u540e\u5728\u6240\u6709\u8fd9\u4e9b\u9636\u6bb5\u548c\u5de5\u4f5c\u8d1f\u8f7d\u4e0a\u653e\u5fc3\u4f7f\u7528\u3002\u201d<\/p>\n<\/blockquote>\n\n\n\n<p>\u8fd9\u5c31\u662f\u4ed6\u5bf9\u201c\u6ce1\u6cab\u201d\u8d28\u7591\u7684\u6574\u4f53\u56de\u5e94\uff1a<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u8d44\u672c\u5e02\u573a\u770b\u7684\u662f\u5e02\u503c\u66f2\u7ebf\uff0c\u800c\u4ed6\u5f3a\u8c03\u7684\u662f\uff1a<strong>\u4e09\u6761\u4e0d\u540c\u6027\u8d28\u7684\u8fc1\u79fb\u66f2\u7ebf\uff0c\u6b63\u5728\u540c\u65f6\u53d1\u751f\uff0c\u4e14\u90fd\u538b\u5728\u82f1\u4f1f\u8fbe\u7684 GPU \u4e0a\u3002<\/strong><\/p>\n<\/blockquote>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u56db\u3001\u5173\u952e\u95ee\u7b54\uff1a<\/strong><\/h2>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>5000 \u4ebf\u8ba2\u5355\u3001\u4f9b\u7ed9\u74f6\u9888\u4e0e\u4e2d\u56fd\u98ce\u9669<\/strong><\/h2>\n\n\n\n<p>\u7535\u8bdd\u4f1a\u8bae\u7684 Q&amp;A \u90e8\u5206\uff0c\u8865\u8db3\u4e86\u5f88\u591a\u5173\u952e\u4fe1\u606f\u3002\u6311\u51e0\u4e2a\u91cd\u70b9\u8bf4\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>5000 \u4ebf Blackwell + Rubin \u6536\u5165\uff0c\u8fd8\u9760\u8c31\u5417\uff1f<\/strong><\/h3>\n\n\n\n<p>\u6469\u6839\u58eb\u4e39\u5229\u7684 Joseph Moore \u8ffd\u95ee\uff1a<\/p>\n\n\n\n<p>GTC \u4e0a\u63d0\u7684<strong>2025\u20132026 \u5e74 Blackwell + Rubin 5000 \u4ebf\u7f8e\u5143\u6536\u5165\u9884\u671f<\/strong>\uff0c\u73b0\u5728\u8fd8\u6709\u6ca1\u6709\u53d8\u5316\uff1f<\/p>\n\n\n\n<p>Colette \u7684\u56de\u7b54\u662f\uff1a<\/p>\n\n\n\n<p>\u76ee\u6807\u6ca1\u53d8\uff0c\u201c\u6211\u4eec\u6b63\u5728\u6309\u8fd9\u4e2a\u8def\u5f84\u6267\u884c\u201d\uff1b<\/p>\n\n\n\n<p>5000 \u4ebf\u4e2d\u5df2\u7ecf\u6709\u4e00\u90e8\u5206\u5728\u524d\u51e0\u4e2a\u5b63\u5ea6\u786e\u8ba4\uff1b<\/p>\n\n\n\n<p>\u63a5\u4e0b\u6765\u5230 2026 \u5e74\u5e95\uff0c\u8fd8\u6709\u51e0\u4e2a\u5b63\u5ea6\u4f1a\u6301\u7eed\u8d21\u732e\uff1b<\/p>\n\n\n\n<p>\u800c\u4e14\uff0c\u201c<strong>\u8fd9\u4e2a\u6570\u5b57\u6709\u4e0a\u8c03\u53ef\u80fd<\/strong>\u201d\uff1a\u548c\u6c99\u7279\u7684\u534f\u8bae\uff0c\u5728\u672a\u6765\u4e09\u5e74\u65b0\u589e 40\u201360 \u4e07\u5757 GPU\uff1b\u4e0e Anthropic \u7684\u5408\u4f5c\uff0c\u5219\u5e26\u6765\u4e86\u9ad8\u8fbe 1 \u5409\u74e6\u7b97\u529b\u627f\u8bfa\u3002<\/p>\n\n\n\n<p>\u2014\u2014\u8fd9\u4e9b\uff0c\u90fd\u8fd8\u6ca1\u7b97\u5728\u6700\u521d\u7684 5000 \u4ebf\u91cc\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u4f9b\u5e94\u80fd\u4e0d\u80fd\u8d76\u4e0a\u9700\u6c42\uff1fROI \u4f1a\u4e0d\u4f1a\u6491\u4e0d\u4f4f\uff1f<\/strong><\/h3>\n\n\n\n<p>Cantor Fitzgerald \u7684 C.J. Muse \u95ee\u4e86\u4e00\u4e2a\u6240\u6709\u4eba\u90fd\u5728\u60f3\u7684\u73b0\u5b9e\u95ee\u9898\uff1a<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u4e00\u8fb9\u662f\u5927\u5bb6\u62c5\u5fc3 AI \u57fa\u7840\u8bbe\u65bd\u5efa\u8bbe\u592a\u70e7\u94b1\u3001ROI \u4e0e\u878d\u8d44\u80fd\u529b\u6210\u95ee\u9898\uff1b \u53e6\u4e00\u8fb9\u662f\u4f60\u4eec\u81ea\u5df1\u53c8\u5728\u8bf4\u201cGPU \u5168\u90e8\u552e\u7f44\u3001\u4e91\u90fd\u5356\u7a7a\u4e86\u201d\u3002 \u90a3\u4e48\u672a\u6765 12\u201318 \u4e2a\u6708\u91cc\uff0c\u4f9b\u5e94\u4f1a\u8d76\u4e0a\u9700\u6c42\u5417\uff1f<\/p>\n<\/blockquote>\n\n\n\n<p>\u9ec4\u4ec1\u52cb\u7684\u56de\u7b54\u91cd\u70b9\u6709\u4e09\uff1a<\/p>\n\n\n\n<p><strong>\u4f9b\u5e94\u94fe\u89c4\u5212\uff1a<\/strong><\/p>\n\n\n\n<p>\u82f1\u4f1f\u8fbe\u7684\u4f9b\u5e94\u94fe\u8986\u76d6\u53f0\u79ef\u7535\u53ca\u5176\u5c01\u88c5\u3001\u5185\u5b58\u4f9b\u5e94\u5546\u3001\u7cfb\u7edf ODM \u7b49\uff0c\u201c\u6211\u4eec\u548c\u4ed6\u4eec\u505a\u4e86\u975e\u5e38\u957f\u5468\u671f\u7684\u89c4\u5212\u201d\uff1b\u201c\u6211\u4eec\u539f\u672c\u5c31\u8ba1\u5212\u8fce\u6765\u4e00\u4e2a\u5927\u5e74\u201d\uff0c\u800c\u73b0\u5728\u7684\u9700\u6c42\u589e\u957f\uff0c\u5370\u8bc1\u4e86\u4ed6\u4eec\u5bf9\u4e09\u4e2a\u8f6c\u578b\u7684\u5224\u65ad\u3002<\/p>\n\n\n\n<p><strong>\u9700\u6c42\u7ed3\u6784\uff1a<\/strong><\/p>\n\n\n\n<p>\u4e0d\u4ec5\u4ec5\u662f\u201c\u804a\u5929\u673a\u5668\u4eba\u201d\u5728\u7528 GPU\uff0c\u4ece\u6570\u636e\u5904\u7406\u5230\u63a8\u8350\u7cfb\u7edf\uff0c\u4ece\u751f\u6210\u5f0f AI \u5230\u5404\u79cd agent \u5de5\u5177\uff0c\u54ea\u4e00\u5c42\u90fd\u5728\u5403 GPU\uff0c\u4e14\u589e\u901f\u90fd\u5f88\u5feb\u3002<\/p>\n\n\n\n<p><strong>ROI&nbsp;\u6765\u6e90\uff1a<\/strong><\/p>\n\n\n\n<p>\u4e00\u90e8\u5206\u6295\u8d44\u6765\u81ea<strong>\u901a\u7528\u8ba1\u7b97\u8fc1\u79fb<\/strong>\uff0c\u672c\u8d28\u4e0a\u662f\u4e3a\u4e86\u5ef6\u7eed\u201c\u7b97\u529b\u901a\u7f29\u201d\uff1b\u4e00\u90e8\u5206\u6295\u8d44\u6765\u81ea<strong>\u751f\u6210\u5f0f AI \u63d0\u5347\u73b0\u6709\u4e1a\u52a1\u6536\u5165<\/strong>\uff1b\u8fd8\u6709\u4e00\u90e8\u5206\u6765\u81ea<strong>\u5168\u65b0\u7684 agentic &amp; \u7269\u7406 AI \u5e94\u7528<\/strong>\u3002<\/p>\n\n\n\n<p>\u6362\u53e5\u8bdd\u8bf4\uff0c\u4ed6\u8ba4\u4e3a<strong>\u9700\u6c42\u662f\u771f\u5b9e\u4e14\u591a\u5c42\u6b21\u7684<\/strong>\uff0c\u800c\u4e0d\u662f\u5355\u4e00\u9886\u57df\u7092\u4f5c\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u6bcf\u5409\u74e6\u80fd\u5356\u591a\u5c11\u94b1\u786c\u4ef6\uff1f\u8c01\u6765\u4e3a\u4e09\u56db\u4e07\u4ebf AI \u57fa\u5efa\u4e70\u5355\uff1f<\/strong><\/h3>\n\n\n\n<p>BofA \u7684 Vivek Arya \u95ee\u5f97\u5f88\u5177\u4f53\uff1a<\/p>\n\n\n\n<p>\u5728\u4f60\u53e3\u4e2d\u7684 5000 \u4ebf\u91cc\uff0c\u4f60\u5047\u8bbe\u7684\u201c\u6bcf 1 \u5409\u74e6\u6570\u636e\u4e2d\u5fc3\u5bf9\u5e94\u591a\u5c11\u7f8e\u5143\u786c\u4ef6\u201d\u662f\u591a\u5c11\uff1f<\/p>\n\n\n\n<p>\u5230 2030 \u5e74\uff0c\u5168\u7403\u6570\u636e\u4e2d\u5fc3 3\u20134 \u4e07\u4ebf\u7f8e\u5143\u6295\u8d44\u4e2d\uff0c\u6709\u591a\u5c11\u9700\u8981\u9760\u4f9b\u5e94\u5546\u878d\u8d44\uff0c\u6709\u591a\u5c11\u53ef\u4ee5\u7531\u5ba2\u6237\u81ea\u5df1\u73b0\u91d1\u6d41\u652f\u6301\uff1f<\/p>\n\n\n\n<p>\u9ec4\u4ec1\u52cb\u7ed9\u51fa\u4e86\u4e00\u7ec4\u6709\u53c2\u8003\u610f\u4e49\u7684\u91cf\u7ea7\uff08\u975e\u7cbe\u786e\u6307\u5f15\uff09\uff1a<\/p>\n\n\n\n<p>\u5728 Hopper \u8fd9\u4e00\u4ee3\uff0c\u4e00\u4e2a 1 \u5409\u74e6\u6570\u636e\u4e2d\u5fc3\uff0c\u76f8\u5f53\u4e8e\u5927\u7ea6<strong>20\u201325 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\u5409\u74e6\u7535\u8fdb\u6765\uff0c\u4e0d\u4f1a\u65e0\u9650\u6269\u5f20\uff1b<\/p>\n\n\n\n<p>\u5728\u540c\u6837\u7684 1 \u5409\u74e6\u7535\u3001\u540c\u6837\u7684\u673a\u623f\u9762\u79ef\u4e0b\uff0c\u8c01\u7684\u67b6\u6784\u6027\u80fd\/\u74e6\u66f4\u9ad8\uff0c\u8c01\u5c31\u80fd\u5356\u51fa\u66f4\u591a\u7684\u786c\u4ef6\u7968\u9762\uff1b<\/p>\n\n\n\n<p>\u56e0\u6b64\uff0c<strong>\u67b6\u6784\u6548\u7387\u4e0d\u53ea\u662f\u6280\u672f\u6307\u6807\uff0c\u800c\u662f\u6536\u5165\u5929\u82b1\u677f<\/strong>\u3002<\/p>\n\n\n\n<p>\u81f3\u4e8e\u201c\u8c01\u6765\u4e3a 3\u20134 \u4e07\u4ebf\u4e70\u5355\u201d\uff0c\u4ed6\u7684\u56de\u7b54\u66f4\u5b8f\u89c2\uff1a<\/p>\n\n\n\n<p>\u4e0d\u80fd\u53ea\u76ef\u7740\u7f8e\u56fd\u51e0\u5927\u4e91\u5382\u5546\uff1b<\/p>\n\n\n\n<p>\u6bcf\u4e2a\u56fd\u5bb6\u90fd\u4f1a\u4e3a\u81ea\u5df1\u7684 AI \u57fa\u7840\u8bbe\u65bd\u4e70\u5355\uff1b<\/p>\n\n\n\n<p>\u5927\u591a\u6570\u884c\u4e1a\u7684 agentic AI\u3001\u7269\u7406 AI 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