{"id":3214,"date":"2024-10-09T18:12:28","date_gmt":"2024-10-09T10:12:28","guid":{"rendered":"http:\/\/blog.cloud500.net\/?p=3214"},"modified":"2024-10-09T18:12:28","modified_gmt":"2024-10-09T10:12:28","slug":"%e4%bb%8e%e7%be%8e%e8%82%a1%e4%b8%bb%e6%b5%81%e4%ba%91%e6%9c%8d%e5%8a%a1%e5%95%86%e7%9a%84%e8%a7%92%e5%ba%a6%e7%9c%8b-ai","status":"publish","type":"post","link":"http:\/\/blog.cloud500.ai\/?p=3214","title":{"rendered":"\u4ece\u7f8e\u80a1\u4e3b\u6d41\u4e91\u670d\u52a1\u5546\u7684\u89d2\u5ea6\u770b AI"},"content":{"rendered":"\n
\n

\u672c\u6587\u5206\u4eab\u4e86\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\u7684\u6700\u65b0\u52a8\u6001\uff0c\u8fd9\u4e9b\u4f01\u4e1a\u7684\u53d1\u5c55\u63d0\u4f9b\u4e86\u5168\u9762\u7684\u5e02\u573a\u6d1e\u5bdf\u3002\u900f\u8fc7\u8fd9\u4e9b\u4fe1\u606f\uff0c\u6211\u4eec\u80fd\u591f\u83b7\u5f97\u5173\u4e8e AI \u57fa\u7840\u8bbe\u65bd\u3001\u4e91\u670d\u52a1\u5546\u4ee5\u53ca\u5e94\u7528\u7a0b\u5e8f\u7684\u8be6\u5c3d\u6570\u636e\u3002\u5bf9\u4e8e\u5bc6\u5207\u5173\u6ce8 AI \u5e94\u7528\u7684\u6295\u8d44\u8005\u800c\u8a00\uff0c\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\u7684\u6570\u636e\u5c24\u4e3a\u91cd\u8981\uff0c\u5b83\u4eec\u63d0\u4f9b\u4e86 AI \u9886\u57df\u7684\u8d44\u672c\u652f\u51fa\u8d8b\u52bf\u3001\u4e91\u670d\u52a1\u6536\u5165\u4ee5\u53ca AI \u5e94\u7528\u7684\u666e\u53ca\u60c5\u51b5\uff0c\u8fd9\u4e9b\u6570\u636e\u4e3a\u6211\u4eec\u63d0\u4f9b\u4e86\u575a\u5b9e\u7684\u53c2\u8003\u3002<\/p>\n<\/blockquote>\n\n\n\n

PART 01\uff1a\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\u7684 AI \u6218\u7565<\/strong><\/h2>\n\n\n\n

\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\u6b63\u81f4\u529b\u4e8e\u6210\u4e3a\u5782\u76f4\u6574\u5408\u7684\u8ba1\u7b97\u673a\u670d\u52a1\u5546\u3002\u5728\u8fd9\u4e2a\u8fc7\u7a0b\u4e2d\uff0c\u4e09\u5927 CSP\uff08\u4e91\u670d\u52a1\u5546\uff09\u91c7\u53d6\u4e86\u76f8\u4f3c\u7684 AI \u6218\u7565\uff0c\u4ee5\u5728\u5e02\u573a\u4e2d\u5360\u636e\u9886\u5148\u5730\u4f4d\u3002\u8fd9\u4e9b\u6218\u7565\u4e3b\u8981\u901a\u8fc7\u4ee5\u4e0b\u4e09\u4e2a\u65b9\u9762\u5b9e\u65bd\uff1a<\/p>\n\n\n\n

    \n
  1. \u786c\u4ef6\u5c42\u9762 \u2014\u2014 \u4e09\u5bb6 CSP \u90fd\u8bbe\u8ba1\u4e86\u5404\u81ea\u7684 AI \u52a0\u901f\u5668\uff0c\u5176\u4e2d Google \u7684 TPU \u6700\u4e3a\u5148\u8fdb\uff0cAWS \u7684 Trainium \u548c Inferentia \u7d27\u968f\u5176\u540e\uff0c\u5fae\u8f6f\u7684 Maia \u4e5f\u5728\u8fd1\u671f\u53d1\u5e03\u3002\u6b64\u5916\uff0c\u8fd9\u4e9b\u4f01\u4e1a\u8fd8\u4ece\u5934\u5f00\u59cb\u8bbe\u8ba1\u4e86\u5404\u81ea\u7684\u6570\u636e\u4e2d\u5fc3\u67b6\u6784\u3002<\/li>\n\n\n\n
  2. \u5e73\u53f0\u5c42\u9762 \u2014\u2014 AI \u53ca\u6570\u636e\u5e73\u53f0\u63d0\u4f9b\u4e86\u201c\u81ea\u52a9\u5f0f\u201dAI \u670d\u52a1\uff0c\u5305\u62ec\u6570\u636e\u5e73\u53f0\u3001\u6a21\u578b\u5fae\u8c03\u670d\u52a1\u4ee5\u53ca\u81ea\u5efa AI \u5e94\u7528\u3002<\/li>\n\n\n\n
  3. \u5e94\u7528\u5c42\u9762 \u2014\u2014 \u9762\u5411\u7ec8\u7aef\u7528\u6237\u7684 AI \u5e94\u7528\u3002\u76ee\u524d\uff0c\u6700\u4e3a\u5178\u578b\u7684\u5e94\u7528\u6848\u4f8b\u5305\u62ec GitHub Copilot \u548c Amazon Q \u7b49 Copilot \u5de5\u5177\uff0c\u8fd9\u4e9b\u5de5\u5177\u9884\u8ba1\u5c06\u9010\u6e10\u53d1\u5c55\u6210\u4e3a\u80fd\u591f\u4ee3\u8868\u7528\u6237\u72ec\u7acb\u6267\u884c\u4efb\u52a1\u7684 Agent\u3002<\/li>\n<\/ol>\n\n\n\n

    \u603b\u4f53\u800c\u8a00\uff0c\u8fd9\u4e0e\u672c\u6587\u4e0b\u65b9\u56fe\u793a\u4e2d\u6240\u63cf\u8ff0\u7684\u6218\u7565\u76f8\u543b\u5408\uff1a<\/p>\n\n\n

    \n
    \"\"<\/figure><\/div>\n\n\n

    \u5173\u4e8e\u65b0\u5174\u884c\u4e1a\u4e2d\u4f01\u4e1a\u5782\u76f4\u6574\u5408\u7684\u5386\u53f2\uff1a<\/p>\n\n\n\n

    \u56de\u987e\u5386\u53f2\uff0c\u8fd9\u79cd\u5782\u76f4\u6574\u5408\u6218\u7565\u5e76\u4e0d\u7f55\u89c1\u3002\u5728\u884c\u4e1a\u521d\u671f\uff0c\u5f80\u5f80\u662f\u7531\u5c11\u6570\u51e0\u5bb6\u5782\u76f4\u6574\u5408\u670d\u52a1\u5546\u63a8\u52a8\u3002\u968f\u7740\u884c\u4e1a\u590d\u6742\u5ea6\u7684\u589e\u52a0\uff0c\u4f01\u4e1a\u5728\u5782\u76f4\u6574\u5408\u7684\u5404\u73af\u8282\u540c\u65f6\u4fdd\u6301\u9886\u5148\u53d8\u5f97\u6108\u53d1\u56f0\u96be\u3002<\/p>\n\n\n\n

    \u56e0\u6b64\uff0c\u884c\u4e1a\u9886\u5bfc\u8005\u5f80\u5f80\u4f1a\u9010\u6b65\u653e\u5f03\u90a3\u4e9b\u5229\u6da6\u7387\u8f83\u4f4e\u4e14\u96be\u4ee5\u7ef4\u6301\u7ade\u4e89\u4f18\u52bf\u7684\u4e1a\u52a1\u3002 \u4ece\u957f\u8fdc\u6765\u770b\uff0c\u8fd9\u4e9b\u516c\u53f8\u5c06\u4e13\u6ce8\u4e8e\u5176\u6700\u5177\u7ade\u4e89\u529b\u548c\u9632\u5fa1\u6027\u7684\u4e1a\u52a1\u3002<\/p>\n\n\n\n

    \u8fd9\u79cd\u201c\u9010\u6b65\u5411\u9ad8\u7aef\u5e02\u573a\u8f6c\u79fb\u201d\u7684\u8d8b\u52bf\uff0c\u5176\u6700\u7ec8\u7ed3\u679c\u53d6\u51b3\u4e8e\u884c\u4e1a\u7684\u6280\u672f\u590d\u6742\u5ea6\u3002\u4f8b\u5982\uff0c\u534a\u5bfc\u4f53\u884c\u4e1a\u6700\u521d\u662f\u5b8c\u5168\u5782\u76f4\u6574\u5408\u7684\uff0c\u4f46\u968f\u7740\u6280\u672f\u590d\u6742\u5ea6\u7684\u589e\u52a0\uff0c\u5982\u4eca\u6bcf\u4e2a\u5782\u76f4\u9886\u57df\u90fd\u901a\u5e38\u7531\u4e00\u4e24\u5bb6\u4f01\u4e1a\u4e3b\u5bfc\u3002\u800c\u5728\u4f01\u4e1a\u8f6f\u4ef6\u9886\u57df\uff0c\u7531\u4e8e\u6280\u672f\u590d\u6742\u5ea6\u53d8\u5316\u4e0d\u5927\uff0c\u90a3\u4e9b\u62e5\u6709\u5e7f\u6cdb\u5206\u9500\u7f51\u7edc\u7684\u5782\u76f4\u6574\u5408\u4f01\u4e1a\u5360\u636e\u7740\u5e02\u573a\u4e3b\u5bfc\u5730\u4f4d\u3002<\/p>\n\n\n\n

    \u5728\u5206\u6790 AI \u7684\u53d1\u5c55\u8d8b\u52bf\u65f6\uff0c\u6700\u5173\u952e\u7684\u95ee\u9898\u5728\u4e8e\u6280\u672f\u6808\u7684\u6bcf\u4e2a\u5c42\u7ea7\u5c06\u53d8\u5f97\u591a\u590d\u6742\u3002\u8fd9\u4e3a\u6211\u4eec\u8bc4\u4f30\u5f53\u524d\u5782\u76f4\u6574\u5408\u670d\u52a1\u5546\u7684\u7ade\u4e89\u4f18\u52bf\u53ca\u5176\u53ef\u6301\u7eed\u6027\u63d0\u4f9b\u4e86\u4e00\u4e2a\u6846\u67b6\u3002<\/p>\n\n\n\n

    \u77ed\u671f\u5185\uff0cNvidia \u7b49\u8d85\u5927\u89c4\u6a21\u4f01\u4e1a\u5360\u636e\u4e86\u6709\u5229\u7684\u5e02\u573a\u5730\u4f4d\u3002\u5b83\u4eec\u62e5\u6709\u660e\u786e\u4e14\u76c8\u5229\u7684\u5546\u4e1a\u6a21\u5f0f\uff0c\u5e02\u573a\u9700\u6c42\u4ea6\u65fa\u76db\uff0c\u5e76\u5728\u6280\u672f\u67b6\u6784\u7684\u591a\u4e2a\u5173\u952e\u9886\u57df\u5c55\u73b0\u51fa\u663e\u8457\u7684\u5f71\u54cd\u529b\u3002<\/p>\n\n\n\n

    PART 02\uff1a\u8d44\u672c\u652f\u51fa\u5206\u6790<\/strong><\/h2>\n\n\n\n

    AI \u9886\u57df\u7684\u8d44\u672c\u652f\u51fa\u8d8b\u52bf\u5df2\u9010\u6e10\u660e\u6717\uff1a\u201c\u76ee\u524d\uff0c\u5927\u7ea6\u6709 50% \u7684\u6295\u8d44\u88ab\u7528\u4e8e\u571f\u5730\u8d2d\u7f6e\u3001\u79df\u8d41\u548c\u57fa\u7840\u8bbe\u65bd\u7684\u5efa\u8bbe\u3002\u771f\u6b63\u7684 AI \u6570\u636e\u4e2d\u5fc3\u5efa\u8bbe\u5c1a\u672a\u5168\u9762\u5c55\u5f00\uff0c<\/strong>\u6211\u4eec\u6b63\u5904\u4e8e\u8fd9\u4e00\u8d8b\u52bf\u7684\u521d\u7ea7\u9636\u6bb5\u3002\u201d<\/p>\n\n\n\n

    \u201c\u5728 2024 \u8d22\u5e74\uff0c\u6211\u4eec\u603b\u8d44\u672c\u652f\u51fa\u7684\u5927\u7ea6\u4e00\u534a\u3001\u4ee5\u53ca\u7b2c\u56db\u5b63\u5ea6\u652f\u51fa\u7684\u4e00\u534a\uff0c\u4e3b\u8981\u7528\u4e8e\u571f\u5730\u8d2d\u7f6e\u3001\u5efa\u8bbe\u53ca\u878d\u8d44\u79df\u8d41\u3002\u8fd9\u4e9b\u652f\u51fa\u9884\u8ba1\u5c06\u5728\u672a\u6765 15 \u5e74\u751a\u81f3\u66f4\u957f\u65f6\u95f4<\/strong>\u5185\u9010\u6b65\u56de\u6536\u6210\u672c\u5e76\u4ea7\u751f\u6536\u76ca\u3002\u201d \u2014\u2014 \u5fae\u8f6f CFO Amy Hood<\/em><\/p>\n\n\n\n

    \u5bf9\u4e8e\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\u800c\u8a00\uff0c\u83b7\u53d6\u571f\u5730\u8d44\u6e90\u7684\u8fc7\u7a0b\u7c7b\u4f3c\u4e8e\u4e00\u573a\u6fc0\u70c8\u7684\u571f\u5730\u4e89\u593a\u6218\u3002<\/p>\n\n\n\n

    \u5269\u4f59\u7684\u8d44\u672c\u652f\u51fa\u5219\u4e3b\u8981\u7528\u4e8e GPU \u548c\u5176\u4ed6\u968f\u9700\u6c42\u589e\u957f\u7684 AI \u57fa\u7840\u8bbe\u65bd\uff1a<\/p>\n\n\n\n

    \u201c\u5728\u8d44\u672c\u652f\u51fa\u4e2d\uff0c\u9664\u4e86\u571f\u5730\u8d2d\u7f6e\u548c\u6570\u636e\u4e2d\u5fc3\u5efa\u8bbe\u5916\uff0c\u8d85\u8fc7 60% \u7684\u8d44\u91d1\u88ab\u7528\u4e8e\u786c\u4ef6\u8bbe\u5907\u91c7\u8d2d\uff0c<\/strong>\u8fd9\u4e9b\u8bbe\u5907\u5728\u6709\u9700\u6c42\u65f6\u624d\u4f1a\u88ab\u7528\u4e8e\u63a8\u7406\u548c\u5176\u4ed6\u5e94\u7528\u3002\u201d\u2014\u2014 Satya<\/em><\/p>\n\n\n\n

    \u4ee5\u4e0b\u662f\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\u7684\u8d44\u672c\u652f\u51fa\u60c5\u51b5\uff1a<\/p>\n\n\n

    \n
    \"\"<\/figure><\/div>\n\n\n
      \n
    • Quarterly capex change for the hyperscalers:<\/li>\n\n\n\n
    • Amazon: $11.4B -> $17.6B = 54% Y\/Y Growth<\/li>\n\n\n\n
    • Microsoft: $8.9B -> $13.9B = 55% Y\/Y Growth<\/li>\n\n\n\n
    • Google: $6.9B -> $13.2B = 91% Y\/Y Growth<\/li>\n\n\n\n
    • Meta: $6.2B -> $8.5B = 36% Y\/Y Growth<\/li>\n<\/ul>\n\n\n\n

      \u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\u6b63\u79ef\u6781\u8d2d\u4e70\u571f\u5730\u548c\u80fd\u6e90\uff0c\u4ee5\u6ee1\u8db3\u672a\u6765\u5341\u5e74\u7684\u8ba1\u7b97\u9700\u6c42\u3002\u5728\u8bc4\u4f30 ROI \u65f6\uff0c\u672c\u6587\u7684\u57fa\u672c\u5047\u8bbe\u662f\u672a\u6765\u8ba1\u7b97\u9700\u6c42\u5c06\u5927\u5e45\u589e\u957f\uff0c\u800c\u4e91\u670d\u52a1\u5546\u5c06\u6210\u4e3a\u6ee1\u8db3\u8fd9\u4e00\u9700\u6c42\u7684\u4e3b\u8981\u65b9\u5f0f\u3002<\/strong>\u5982\u679c\u8fd9\u4e00\u9884\u6d4b\u51c6\u786e\uff0c\u5e76\u4e14\u8fd9\u4e9b\u4f01\u4e1a\u80fd\u591f\u7ef4\u6301\u8ba1\u7b97\u80fd\u529b\u7684\u9ad8\u8fd0\u8425\u5229\u6da6\u7387\uff0c\u90a3\u4e48\u8fd9\u4e9b\u6295\u8d44\u5c06\u5e26\u6765\u4e30\u539a\u7684\u56de\u62a5\u3002\u9700\u8981\u6307\u51fa\u7684\u662f\uff0c\u76ee\u524d\u7684\u8d44\u672c\u652f\u51fa\u662f\u5bf9\u672a\u6765 15 \u5e74\u7684\u6295\u8d44\uff0c\u53ef\u80fd\u9700\u8981\u8f83\u957f\u65f6\u95f4\u624d\u80fd\u770b\u5230\u660e\u663e\u7684\u56de\u62a5\u3002<\/p>\n\n\n\n

      \u6709\u8da3\u7684\u662f\uff0c\u76ee\u524d\u4e09\u5927\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\u5728\u8d44\u672c\u652f\u51fa\u65b9\u9762\u5448\u73b0\u51fa\u5fae\u5999\u7684\u5c40\u9762\uff1a\u5fae\u8f6f\u9762\u4e34\u8ba1\u7b97\u8d44\u6e90\u77ed\u7f3a\u7684\u95ee\u9898\uff0c\u8c37\u6b4c\u5219\u6697\u793a\u53ef\u80fd\u5b58\u5728\u8fc7\u5ea6\u6295\u8d44\u7684\u98ce\u9669\uff0c\u800c AWS \u5bf9\u81ea\u8eab\u7684\u73b0\u72b6\u5219\u76f8\u5f53\u6ee1\u610f\u3002<\/p>\n\n\n\n

      \u201c\u6211\u4eec\u5df2\u7ecf\u8ba8\u8bba\u4e86\u51e0\u4e2a\u5b63\u5ea6\uff0c\u76ee\u524d\u6211\u4eec\u5728 AI \u5bb9\u91cf\u4e0a\u786e\u5b9e\u9762\u4e34\u4e00\u4e9b\u9650\u5236\u3002 \u4e3a\u4e86\u89e3\u51b3\u8fd9\u4e2a\u95ee\u9898\uff0c\u6211\u4eec\u5df2\u7ecf\u4e0e\u7b2c\u4e09\u65b9\u7b7e\u8ba2\u4e86\u79df\u8d41\u534f\u8bae\uff0c\u4ee5\u5f25\u8865 AI \u5bb9\u91cf\u4e0a\u7684\u90e8\u5206\u7f3a\u53e3\u3002\u201d \u2014\u2014 Satya<\/em><\/p>\n\n\n\n

      \u201c\u5728\u8fc7\u53bb\u7684 18 \u5e74\u91cc\uff0c\u4eba\u4eec\u5bf9 AWS \u6700\u4e0d\u7406\u89e3\u7684\u4e00\u90e8\u5206\u662f\u8fd0\u8425\u8fd9\u4e00\u4e1a\u52a1\u6240\u6d89\u53ca\u7684\u5e9e\u5927\u7269\u6d41\u95ee\u9898\u2026\u2026\u6211\u4eec\u62ab\u9732\u4e86 AWS \u7684\u6536\u5165\u548c\u8fd0\u8425\u5229\u6da6\uff0c\u8fd9\u8868\u660e\u6211\u4eec\u5df2\u7ecf\u9010\u6b65\u638c\u63e1\u4e86\u6709\u6548\u7ba1\u7406\u8fd9\u4e00\u95ee\u9898\u7684\u80fd\u529b\u3002\u201d \u2014\u2014 Andy Jassy\uff08\u6ce8\uff1aAWS \u540e\u6765\u786e\u5b9e\u4e5f\u8868\u793a\u4ed6\u4eec\u5728 AI \u5bb9\u91cf\u4e0a\u9762\u4e34\u9650\u5236\u3002\uff09<\/em><\/p>\n\n\n\n

      \u201c\u5bf9\u4e8e\u6211\u4eec\u800c\u8a00\uff0c\u6295\u8d44\u4e0d\u8db3\u6240\u5e26\u6765\u7684\u98ce\u9669\u663e\u8457\u9ad8\u4e8e\u8fc7\u5ea6\u6295\u8d44\u7684\u98ce\u9669\u3002\u201d \u2014\u2014 Sundar Pichai<\/em><\/p>\n\n\n\n

      \u5c3d\u7ba1\u5982\u6b64\uff0c\u5bf9\u4e8e\u67d0\u4e9b\u7279\u5b9a\u7684 AI \u5de5\u4f5c\u8d1f\u8f7d\uff0c\u8d85\u5927\u89c4\u6a21\u670d\u52a1\u5668\u7684\u5bb9\u91cf\u7ec8\u7a76\u662f\u6709\u9650\u7684\uff1b\u5173\u952e\u5728\u4e8e\u8fd9\u4e9b\u670d\u52a1\u5668\u7684\u5bb9\u91cf\u7a76\u7adf\u6709\u591a\u5927\uff0c\u4ee5\u53ca\u5b83\u4eec\u652f\u6301\u8fd9\u4e9b\u5de5\u4f5c\u8d1f\u8f7d\u7684\u65f6\u95f4\u80fd\u6301\u7eed\u591a\u4e45\u3002<\/p>\n\n\n\n

      PART 03\uff1a\u5e02\u573a\u4efd\u989d<\/strong><\/h2>\n\n\n
      \n
      \"\"<\/figure><\/div>\n\n\n

      AWS \u7684\u5e02\u573a\u4efd\u989d\u6b63\u9010\u6e10\u88ab Azure \u548c GCP \u6240\u8695\u98df\u3002AWS \u9009\u62e9\u4e86\u4ee5\u57fa\u7840\u8bbe\u65bd\u4e3a\u5148\u7684\u6218\u7565\uff1a\u4e0e Crowdstrike \u548c Snowflake \u7b49\u4e91 SaaS \u4f01\u4e1a\u5efa\u7acb\u4e86\u7d27\u5bc6\u7684\u5408\u4f5c\u5173\u7cfb\uff0c\u800c\u975e\u5927\u5e45\u589e\u52a0\u5bf9\u81ea\u5bb6\u4ea7\u54c1\u7684\u6295\u8d44\u3002\u8fd9\u4e00\u6218\u7565\u867d\u7136\u51cf\u7f13\u4e86\u5176\u6574\u4f53\u6536\u5165\u7684\u589e\u957f\u901f\u5ea6\uff0c\u4f46\u77ed\u671f\u5185\u63d0\u5347\u4e86\u5176\u8fd0\u8425\u5229\u6da6\u7387\u3002<\/p>\n\n\n\n

      \u5728\u5b63\u5ea6\u51c0\u65b0\u589e\u6536\u5165\u65b9\u9762\uff0cAWS \u5b9e\u9645\u4e0a\u5c55\u73b0\u4e86\u5f3a\u52b2\u7684\u589e\u957f\u52bf\u5934\uff1a<\/p>\n\n\n

      \n
      \"\"<\/figure><\/div>\n\n\n

      \u8fd9\u4e3a\u6211\u4eec\u63d0\u4f9b\u4e86\u4e91\u5e02\u573a\u4efd\u989d\u53d8\u5316\u7684\u91cd\u8981\u6307\u6807\uff1b\u5728\u7ecf\u5386\u4e86\u4ece 2022 \u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5230 2023 \u5e74\u7b2c\u4e8c\u5b63\u5ea6\u7684\u660e\u663e\u4e0b\u964d\u4e4b\u540e\uff0cAWS \u7684\u5e02\u573a\u4efd\u989d\u5df2\u7ecf\u5f00\u59cb\u56de\u5347\u3002<\/p>\n\n\n\n

      \u8fd9\u4e0e\u957f\u671f\u4ee5\u6765\u7684\u8d8b\u52bf\u76f8\u7b26\uff1aAzure \u548c AWS \u5c06\u7ee7\u7eed\u9886\u8dd1\u4e91\u670d\u52a1\u5e02\u573a\uff0c\u800c GCP \u5219\u7a33\u5c45\u7b2c\u4e09\u3002<\/p>\n\n\n

      \n
      \"\"<\/figure><\/div>\n\n\n

      \u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u5404\u5927\u4e91\u670d\u52a1\u5546\u7684\u5e74\u6536\u5165\u589e\u957f\u4f9d\u7136\u4fdd\u6301\u5f3a\u52b2\u3002AWS\u3001Azure \u548c GCP \u7684 ARR \u5206\u522b\u8fbe\u5230\u4e86 1,050 \u4ebf\u7f8e\u5143\u3001780 \u4ebf\u7f8e\u5143\u548c 410 \u4ebf\u7f8e\u5143\uff0c<\/strong>\u5e74\u589e\u957f\u7387\u5206\u522b\u4e3a 18%\u300129% \u548c 29%\u3002\u8fd9\u4e9b\u4f01\u4e1a\u65e0\u7591\u662f\u4e1a\u754c\u7684\u4f7c\u4f7c\u8005\u3002<\/p>\n\n\n\n

      \u603b\u4f53\u800c\u8a00\uff0c\u4e91\u670d\u52a1\u5546\u5e02\u573a\u4fdd\u6301\u7740\u5f3a\u52b2\u7684\u589e\u957f\u52bf\u5934\u3002\u5728\u8fc7\u53bb\u56db\u4e2a\u5b63\u5ea6\u4e2d\uff0cTTM\uff08\u6700\u8fd1\u5341\u4e8c\u4e2a\u6708\uff09\u7684\u51c0\u65b0\u589e\u6536\u5165\u6301\u7eed\u589e\u957f\uff1a<\/p>\n\n\n

      \n
      \"\"<\/figure><\/div>\n\n\n

      \u4e91\u670d\u52a1\u5546\u5c55\u73b0\u51fa\u4e86\u5f3a\u5927\u7684\u5e02\u573a\u97e7\u6027\uff0c<\/strong>\u5c24\u5176\u662f\u5728\u4e0e\u5176\u5b83\u4f01\u4e1a\u8f6f\u4ef6\u516c\u53f8\u76f8\u6bd4\u8f83\u65f6\u66f4\u4e3a\u660e\u663e\u3002<\/p>\n\n\n\n

      PART 04\uff1aAWS<\/strong><\/h2>\n\n\n\n

      \u5728\u4e1a\u7ee9\u7535\u8bdd\u4f1a\u8bae\u4e0a\uff0cAndy Jassy \u5f3a\u8c03\u4e86\u4e09\u4e2a\u4e3b\u8981\u7684\u5e02\u573a\u8d8b\u52bf\uff1a<\/p>\n\n\n

      \n
      \"\"<\/figure><\/div>\n\n\n

      \u9996\u5148\uff0c\u4f01\u4e1a\u5df2\u5b8c\u6210\u4e86\u521d\u6b65\u7684\u6210\u672c\u4f18\u5316\uff0c\u5e76\u5f00\u59cb\u5c06\u91cd\u5fc3\u5411\u65b0\u53d1\u5c55\u673a\u9047\u8f6c\u79fb\u3002\u5176\u6b21\uff0c\u4f01\u4e1a\u6b63\u81f4\u529b\u4e8e\u57fa\u7840\u8bbe\u65bd\u7684\u73b0\u4ee3\u5316\uff0c\u5e76\u5c06\u4e1a\u52a1\u4ece\u672c\u5730\u8fc1\u79fb\u81f3\u4e91\u7aef\u3002\u7b2c\u4e09\uff0c\u65e0\u8bba\u662f\u4f01\u4e1a\u8fd8\u662f\u5f00\u53d1\u8005\uff0c\u90fd\u5bf9\u5c06 AI \u6280\u672f\u5e94\u7528\u4e8e\u5b9e\u9645\u4e1a\u52a1\u4e2d\u8868\u73b0\u51fa\u4e86\u6781\u9ad8\u7684\u70ed\u60c5\u3002<\/p>\n\n\n\n

      AWS \u5728\u6218\u7565\u4e0a\u91c7\u53d6\u4e86\u72ec\u7279\u7684\u5b9a\u4f4d\u3002\u5fae\u8f6f\u548c\u8c37\u6b4c\u8bd5\u56fe\u5728\u6280\u672f\u6808\u7684\u5404\u4e2a\u5c42\u9762\u4e0a\u5360\u636e\u4e3b\u5bfc\u5730\u4f4d\uff0c\u800c AWS \u4e0d\u540c\uff0c\u5b83\u4e13\u6ce8\u4e8e\u5176\u4f5c\u4e3a\u57fa\u7840\u8bbe\u65bd\u63d0\u4f9b\u5546\u7684\u89d2\u8272\uff0c\u8fd9\u4e00\u76f4\u662f\u4ed6\u4eec\u7684\u6838\u5fc3\u7ade\u4e89\u529b\uff0c\u5e76\u4e14\u5728 AI \u9886\u57df\u4e5f\u6301\u7eed\u8d2f\u5f7b\u8fd9\u4e00\u7b56\u7565\u3002\u4ee5\u4e0b\u8fd9\u53e5\u8bdd\u5f88\u597d\u5730\u603b\u7ed3\u4e86\u5176\u7684\u6218\u7565\uff1a<\/p>\n\n\n\n

      \u8fd9\u4e00\u6218\u7565\u7684\u6838\u5fc3\u5728\u4e8e AWS \u81ea\u521b\u7acb\u4ee5\u6765\u59cb\u7ec8\u79c9\u6301\u7684\u539f\u5219\uff1a\u4efb\u4f55\u5355\u4e00\u5de5\u5177\u90fd\u65e0\u6cd5\u6ee1\u8db3\u6240\u6709\u9700\u6c42\u3002\u7528\u6237\u671f\u5f85\u5728\u6570\u636e\u5e93\u3001\u5206\u6790\u5de5\u5177\u548c\u5bb9\u5668\u7c7b\u578b\u7b49\u65b9\u9762\u62e5\u6709\u591a\u6837\u5316\u7684\u9009\u62e9\uff0c\u800c\u975e\u5355\u4e00\u9009\u9879\u3002<\/em><\/p>\n\n\n\n

      AWS \u5e76\u4e0d\u8fc7\u5206\u5173\u6ce8\u5e94\u7528\u5c42\u7684\u5f00\u53d1\uff0c\u4ed6\u4eec\u66f4\u91cd\u89c6\u7684\u662f\u4f01\u4e1a\u662f\u5426\u80fd\u5728\u5176\u63d0\u4f9b\u7684\u57fa\u7840\u8bbe\u65bd\u4e0a\u6784\u5efa\u548c\u8fd0\u884c\u5e94\u7528\u7a0b\u5e8f\u3002<\/p>\n\n\n\n

      PART 05\uff1aAzure<\/strong><\/h2>\n\n\n
      \n
      \"\"<\/figure><\/div>\n\n\n

      \u5fae\u8f6f\u7684\u6210\u529f\u5f88\u5927\u7a0b\u5ea6\u4e0a\u4f9d\u8d56\u4e8e\u5176\u5f3a\u5927\u7684\u5206\u9500\u7f51\u7edc\uff0c\u8fd9\u5728 AI \u9886\u57df\u5c24\u4e3a\u660e\u663e\u3002\u76ee\u524d\uff0c\u5fae\u8f6f\u5728 AI \u5e94\u7528\u9886\u57df\uff08\u5305\u62ec\u81ea\u4e3b\u7814\u53d1\u7684\u5e94\u7528\u53ca\u57fa\u4e8e Azure OpenAI \u5e73\u53f0\u6784\u5efa\u7684\u5e94\u7528\uff09\u5360\u636e\u4e86\u5e02\u573a\u6536\u5165\u7684\u9886\u5148\u5730\u4f4d\u3002<\/p>\n\n\n\n

      \u672c\u5b63\u5ea6\u7684\u4eae\u70b9\u5305\u62ec\uff1a<\/p>\n\n\n\n

        \n
      • \u76ee\u524d\u62e5\u6709\u8d85\u8fc7 60,000 \u540d Azure AI \u7528\u6237\uff0c<\/strong>\u4e0e\u53bb\u5e74\u540c\u671f\u76f8\u6bd4\u589e\u957f\u4e86 60%\uff0c\u540c\u65f6\u6bcf\u4f4d\u5ba2\u6237\u7684\u5e73\u5747\u652f\u51fa\u4e5f\u5728\u589e\u957f\u3002<\/li>\n\n\n\n
      • \u91c7\u7528\u6570\u636e\u548c\u5206\u6790\u5de5\u5177\u7684 Azure AI \u7528\u6237\u6570\u91cf\u540c\u6bd4\u589e\u957f\u4e86 50%\u3002\u65b0\u4e00\u4ee3 AI \u6570\u636e\u5e73\u53f0 Microsoft Fabric \u76ee\u524d\u5df2\u62e5\u6709\u8d85\u8fc7 14,000 \u540d\u4ed8\u8d39\u7528\u6237\uff0c<\/strong>\u8986\u76d6\u4e86\u591a\u4e2a\u884c\u4e1a\u7684\u9886\u519b\u4f01\u4e1a\u3002<\/li>\n\n\n\n
      • \u81ea\u4e24\u5e74\u524d\u5168\u9762\u63a8\u5411\u5e02\u573a\u4ee5\u6765\uff0c\u8d85\u8fc7 77,000 \u5bb6\u7ec4\u7ec7\uff0c\u5305\u62ec BBVA\u3001FedEx\u3001H&M\u3001Infosys \u548c Paytm \u7b49\uff0c\u5747\u5df2\u91c7\u7eb3\u4e86 Copilot \u670d\u52a1\uff0c\u540c\u6bd4\u589e\u957f\u8fbe\u5230\u4e86 180%\u3002<\/li>\n\n\n\n
      • Copilot \u663e\u8457\u4fc3\u8fdb\u4e86 GitHub \u7684\u7528\u6237\u589e\u957f\u3002GitHub \u76ee\u524d\u7684 ARR \u5df2\u8fbe\u5230 20 \u4ebf\u7f8e\u5143\u3002<\/strong><\/li>\n<\/ul>\n\n\n\n

        \u7ed3\u5408 Azure \u65b0\u589e\u7684\u6536\u5165\u6570\u636e\uff0c\u901a\u8fc7\u7b80\u5355\u7684\u4f30\u7b97\uff0c\u5728\u8fc7\u53bb\u7684\u4e94\u4e2a\u5b63\u5ea6\u4e2d\uff0c\u53ef\u4ee5\u5927\u81f4\u4f30\u7b97\u51fa\u6bcf\u5b63\u5ea6 Azure AI \u4e1a\u52a1\u7684\u6536\u5165\u589e\u957f\u60c5\u51b5\uff1a<\/p>\n\n\n\n

          \n
        • Q4 2023 (1% contribution to 26% growth rate): ~$120M<\/li>\n\n\n\n
        • Q1 2024 (3% contribution to 29% growth rate): ~$379M<\/li>\n\n\n\n
        • Q2 2024 (6% contribution to 30% growth rate): ~$803M<\/li>\n\n\n\n
        • Q3 2024 (7% contribution to 31% growth rate): ~$991M<\/li>\n\n\n\n
        • Q4 2024 (8% contribution to 29% growth rate): ~$1.2B<\/li>\n<\/ul>\n\n\n\n

          \u901a\u8fc7\u4ee5\u4e0a\u4f30\u7b97\uff0cAzure AI \u5728\u4e0a\u4e2a\u5b63\u5ea6\u7684\u6536\u5165\u5df2\u8fbe\u5230 50 \u4ebf\u7f8e\u5143\u3002<\/p>\n\n\n\n

          \u6211\u4eec\u8003\u8651\u5c06 GitHub Copilot \u7684\u6536\u5165\u7eb3\u5165\u8003\u91cf\uff1a<\/p>\n\n\n\n

          Copilot \u663e\u8457\u63a8\u52a8\u4e86 GitHub \u7684\u589e\u957f\u3002GitHub \u76ee\u524d\u7684ARR\u5df2\u8fbe\u5230 20 \u4ebf\u7f8e\u5143\u3002GitHub Copilot \u5728\u4eca\u5e74 GitHub \u7684\u6536\u5165\u589e\u957f\u4e2d\u5360\u6bd4\u8d85\u8fc7 40%\uff0c\u5176\u4e1a\u52a1\u89c4\u6a21\u5df2\u8d85\u8fc7\u6536\u8d2d\u65f6\u7684\u6574\u4e2a GitHub\u3002<\/strong><\/em><\/p>\n\n\n\n

          \u622a\u81f3 2022 \u5e74 10 \u6708\uff0cGitHub \u7684 ARR \u5df2\u8fbe\u5230 10 \u4ebf\u7f8e\u5143\uff0c\u76f8\u8f83\u4e8e 2018 \u5e74\u6536\u8d2d\u65f6\u7684\u7ea6 3 \u4ebf\u7f8e\u5143\u6709\u4e86\u663e\u8457\u589e\u957f\u3002\u56e0\u6b64\uff0c\u53ef\u4ee5\u8ba4\u4e3a GitHub Copilot \u4e3a Azure \u7684\u6536\u5165\u8d21\u732e\u4e86\u8d85\u8fc7 3 \u4ebf\u7f8e\u5143\u3002<\/p>\n\n\n\n

          \u6700\u540e\uff0c\u8003\u8651\u5230\u5c1a\u672a\u638c\u63e1\u5176\u4ed6 Copilot \u7cfb\u5217\u4ea7\u54c1\uff08\u5982 Microsoft Copilot\u3001Sales Copilot\u3001Security Copilot\uff09\u7684\u5177\u4f53\u6536\u5165\u6570\u636e\uff0c\u5fae\u8f6f\u7684 AI \u4e1a\u52a1\u6536\u5165\u81f3\u5c11\u4e3a 53 \u4ebf\u7f8e\u5143\uff0c\u5b9e\u9645\u6570\u5b57\u5f88\u53ef\u80fd\u8d85\u8fc7 60 \u4ebf\u7f8e\u5143\u3002<\/strong><\/p>\n\n\n\n

          PART 06\uff1aGCP<\/strong><\/h2>\n\n\n\n

          \u6700\u540e\uff0c\u6211\u4eec\u6765\u770b\u770b GCP\u3002<\/p>\n\n\n

          \n
          \"\"<\/figure><\/div>\n\n\n

          GCP \u7684\u6536\u5165\u589e\u957f\u901f\u5ea6\u518d\u6b21\u52a0\u5feb\uff0c\u5b63\u5ea6\u6536\u5165\u7a81\u7834\u4e86 100 \u4ebf\u7f8e\u5143\uff0c\u5e76\u5b9e\u73b0\u4e86 10 \u4ebf\u7f8e\u5143\u7684\u8fd0\u8425\u5229\u6da6\u3002<\/p>\n\n\n\n

          \u5176\u4ed6\u503c\u5f97\u5173\u6ce8\u7684\u8981\u70b9\uff1a<\/p>\n\n\n\n

            \n
          • [\u5173\u4e8e AI \u6536\u5165]<\/strong> \u201c\u4e3a\u4e91\u5ba2\u6237\u63d0\u4f9b\u7684\u751f\u6210\u5f0fAI\u89e3\u51b3\u65b9\u6848\u5df2\u7ecf\u521b\u9020\u4e86\u6570\u5341\u4ebf\u7f8e\u5143\u7684\u6536\u5165\u3002\u201d<\/li>\n\n\n\n
          • [\u5173\u4e8e\u5782\u76f4\u6574\u5408]<\/strong> \u201c\u6211\u4eec\u5728 AI \u6280\u672f\u6808\u7684\u5404\u4e2a\u5c42\u9762\u8fdb\u884c\u521b\u65b0\uff0c\u4ece\u82af\u7247\u5230\u667a\u80fd\u4ee3\u7406\u7b49\uff0c\u8fd9\u4e3a\u6211\u4eec\u5e26\u6765\u4e86\u663e\u8457\u7684\u7ade\u4e89\u4f18\u52bf\u3002\u201d<\/li>\n<\/ul>\n\n\n\n

            \u4ece\u6280\u672f\u89d2\u5ea6\u6765\u770b\uff0c\u4ed6\u4eec\u5728 AI \u82af\u7247\u3001\u7b97\u6cd5\u6a21\u578b\u548c\u6570\u636e\u670d\u52a1\u4ea7\u54c1\u65b9\u9762\u5c55\u73b0\u51fa\u4e86\u884c\u4e1a\u9886\u5148\u7684\u5730\u4f4d\u3002<\/p>\n\n\n\n

            \u603b\u7ed3\u6765\u770b\uff0c\u5fae\u8f6f\u8868\u73b0\u5f97\u66f4\u4e3a\u51fa\u8272\u3002\u4ed6\u4eec\u8fc5\u901f\u63a8\u51fa\u65b0\u7684\u5e94\u7528\uff0c\u5e76\u8fdb\u884c\u4e86\u6709\u6548\u7684\u5e02\u573a\u63a8\u5e7f\uff0c\u5229\u7528\u5176\u5f3a\u5927\u7684\u5206\u9500\u7f51\u7edc\u6269\u5927\u9500\u552e\uff0c\u5e76\u4e0e\u5408\u4f5c\u4f19\u4f34\uff08\u4f8b\u5982\u4e0e OpenAI \u7684\u5408\u4f5c\uff09\u5171\u540c\u5f25\u8865\u4e86\u6280\u672f\u4e0a\u7684\u4e0d\u8db3\u3002<\/p>\n\n\n\n

            \u9700\u8981\u6ce8\u610f\u7684\u662f\uff0c\u6700\u8fd1\u8fd9\u4e00\u5e74\uff0c\u4f34\u968f\u7740\u5e02\u573a\u5bf9 AI \u70ed\u60c5\u9ad8\u6da8\uff0c\u53d7\u76ca\u8005\u4e3b\u8981\u662f AI \u57fa\u7840\u8bbe\u65bd\u8bbe\u5907\u63d0\u4f9b\u5546\u548c\u4e91\u670d\u52a1\u5546\u3002\u800c AI \u7684\u4ef7\u503c\u6700\u7ec8\u8fd8\u662f\u9700\u8981\u5728\u5b9e\u9645\u5e94\u7528\u4e2d\u4f53\u73b0\uff0c\u4f46\u76ee\u524d\u8fd8\u672a\u770b\u5230\u8fd9\u4e00\u660e\u663e\u7684\u6574\u4f53\u8d8b\u52bf\u3002\u56e0\u6b64\uff0c\u6211\u4eec\u9700\u5ba1\u614e\u5730\u89c2\u5bdf\u8fd9\u4e24\u8005\u843d\u5dee\u6240\u5e26\u6765\u7684\u5f71\u54cd\u3002<\/p>\n\n\n

            \n
            \"\"
            \u4ee5\u4e0a\u5185\u5bb9\u7ffb\u8bd1\u81ea\u300aAn Update on Cloud Markets and AI Value Creation\u300b\uff0c\u5982\u9700\u539f\u6587\uff0c\u8bf7\u4e0e\u6211\u4eec\u8054\u7cfb\u3002<\/kbd><\/figcaption><\/figure><\/div>\n\n\n

            WF Research \u662f\u4ee5\u7b2c\u4e00\u6027\u539f\u7406\u4e3a\u57fa\u7840\u7684\u4e13\u4e1a\u987e\u95ee\u670d\u52a1\u673a\u6784\uff0c\u6b22\u8fce\u5173\u6ce8\u548c\u7559\u8a00\uff01<\/p>\n\n\n\n

            \u5fae\u4fe1\uff1aAlexqjl<\/p>\n","protected":false},"excerpt":{"rendered":"

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