只有三本账同时健康,才能真正转型成功。目前来看,谷歌的结构最健康,亚马逊韧性最强,微软最依赖OpenAI,甲骨文最险文|《财经》研究员 吴俊宇编辑|谢丽容过去三年,美国四家云计算厂商——亚马逊AWS、微软Azure、谷歌GCP、甲骨文OCI迎来了一轮高速增长期:它们一边投入千亿美元采购百万枚AI芯片建设算力中心,一边与客户签下长达三至五年的大合同,策略是锁定未来的长期订单。转型“AI云”,正在成为...
Source Link只有三本账同时健康,才能真正转型成功。目前来看,谷歌的结构最健康,亚马逊韧性最强,微软最依赖OpenAI,甲骨文最险文|《财经》研究员 吴俊宇编辑|谢丽容过去三年,美国四家云计算厂商——亚马逊AWS、微软Azure、谷歌GCP、甲骨文OCI迎来了一轮高速增长期:它们一边投入千亿美元采购百万枚AI芯片建设算力中心,一边与客户签下长达三至五年的大合同,策略是锁定未来的长期订单。转型“AI云”,正在成为...
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