投资要点:海外AI 云市场已进入老牌云厂商与新兴云厂商竞争阶段。老牌云厂商培养自身ASIC 以防对英伟达算力依赖,新云厂则注重规模扩张,获取英伟达供货优先级,ASIC 热度较高时英伟达也加大扶持新云力度,巩固竞争优势。一、Oracle:老牌数据库向AI 云全力转型,OpenAI 算力深度绑定OCI 全力进军AI 云,星际之门与英伟达、OpenAI 深度合作。Oracle为全球数据库软件龙头,...
Source Link投资要点:海外AI 云市场已进入老牌云厂商与新兴云厂商竞争阶段。老牌云厂商培养自身ASIC 以防对英伟达算力依赖,新云厂则注重规模扩张,获取英伟达供货优先级,ASIC 热度较高时英伟达也加大扶持新云力度,巩固竞争优势。一、Oracle:老牌数据库向AI 云全力转型,OpenAI 算力深度绑定OCI 全力进军AI 云,星际之门与英伟达、OpenAI 深度合作。Oracle为全球数据库软件龙头,...
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