巨头的“AI生死战”：赢家通吃？

华尔街见闻12-25 16:26

AI领域的竞争日趋白热化，科技巨头们纷纷跨界布局，试图在这场”生死战“中占据先机。以往，科技公司往往专注于自身的核心业务。但如今，这种界限正在逐渐模糊。从芯片设计到云服务，从基础模型到应用场景，各大公司都在不遗余力地拓展自己的版图。 OpenAI、英伟达、谷歌、亚马逊等巨头们，纷纷加大对AI芯片、云计算、以及大模型的投入，试图打造一个完整的AI生态系统。有分析认为，AI领域最终会形成赢家通吃的...

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href=https://wallstreetcn.com/articles/3737746><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AI领域的竞争日趋白热化，科技巨头们纷纷跨界布局，试图在这场”生死战“中占据先机。\n以往，科技公司往往专注于自身的核心业务。但如今，这种界限正在逐渐模糊。从芯片设计到云服务，从基础模型到应用场景，各大公司都在不遗余力地拓展自己的版图。\nOpenAI、英伟达、谷歌、亚马逊等巨头们，纷纷加大对AI芯片、云计算、以及大模型的投入，试图打造一个完整的AI生态系统。\n有分析认为，AI领域最终会形成赢家通吃的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3737746\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0106261372.USD","symbol_name":"SCHRODER ISF US LARGE CAP \"A\" 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winner-take-all?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GOOGL":0.9,"AMZN":0.89,"GOOG":0.67,"NVDA":0.67,"NVDS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"USAW.SI":0.6,"USJW.SI":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6},"content_text":"AI领域的竞争日趋白热化，科技巨头们纷纷跨界布局，试图在这场”生死战“中占据先机。\n以往，科技公司往往专注于自身的核心业务。但如今，这种界限正在逐渐模糊。从芯片设计到云服务，从基础模型到应用场景，各大公司都在不遗余力地拓展自己的版图。\nOpenAI、英伟达、谷歌、亚马逊等巨头们，纷纷加大对AI芯片、云计算、以及大模型的投入，试图打造一个完整的AI生态系统。\n有分析认为，AI领域最终会形成赢家通吃的局面。但也有人认为，AI领域仍然存在着很多机会。可以肯定的是，这场\"AI生死战\"的结果将极大地影响科技行业的未来格局。\n全产业链的布局\n以往，科技公司往往专注于自身的核心业务。但如今，这种界限正在逐渐模糊。\n以OpenAI为例，这家原本专注于AI研究的初创公司，如今已经涉足芯片设计、数据中心建设，甚至开始探索硬件产品。\n根据The Information报道，OpenAI正在与博通合作开发自己的AI芯片，计划在2026年推出。苹果也开始与Broadcom合作开发其首款AI服务器芯片。这种全产业链的布局，旨在减少对外部供应商的依赖，提升自身在AI领域的竞争力。\n英伟达这个芯片巨头也感受到了来自客户的压力。为了应对OpenAI和亚马逊等公司自研芯片的挑战，英伟达正在扩展云服务和软件业务，以期与亚马逊AWS竞争。\n其他科技巨头如谷歌、微软、亚马逊等，也都在进行类似的战略布局。他们纷纷加大对AI芯片、云计算、以及大模型的投入，试图打造一个完整的AI生态系统。\n甚至在可穿戴AI设备和机器人领域，竞争也日益激烈。Meta正在销售智能眼镜，并将其与Llama AI配对；Apple和Google则正在将AI整合到手机中，以执行类似的功能。\n赢家通吃？\n这场AI“军备竞赛”背后，是巨大的市场潜力。AI被认为是继移动互联网之后，下一个颠覆世界的技术。无论是自动驾驶、医疗诊断，还是智能家居，AI都将带来巨大的变革。\n控制AI技术，也意味着掌握了未来科技发展的主动权。\n这场竞争的结果会如何？有分析认为，AI领域最终会形成赢家通吃的局面。即少数几家巨头将占据市场的主导地位，其他公司将很难生存。\n这种观点不无道理。AI的发展需要巨大的投入，无论是资金、人才还是数据。中小企业很难与这些巨头抗衡。\n但也有不同的声音。一些人认为，AI领域仍然存在着很多机会。开源社区的兴起，为中小企业提供了更多的发展空间。此外，AI技术的不断发展，也催生了新的应用场景和商业模式。\n可以肯定的是，巨头们正在以前所未有的速度扩张和竞争。这场\"AI生死战\"的结果将极大地影响科技行业的未来格局，我们拭目以待。风险提示及免责条款\n\n            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