{"id":94329,"date":"2025-06-24T01:14:35","date_gmt":"2025-06-24T05:14:35","guid":{"rendered":"https:\/\/glgstagingsite.com\/?post_type=insight-article&#038;p=94329"},"modified":"2025-06-24T01:14:35","modified_gmt":"2025-06-24T05:14:35","slug":"vcpe-consumption-track-2025","status":"publish","type":"insight-article","link":"https:\/\/glginsights.com\/zh-hans\/articles\/vcpe-consumption-track-2025\/","title":{"rendered":"\u4fc3\u6d88\u8d39\u80cc\u666f\u4e0b\uff0cVCPE\u6d88\u8d39\u8d5b\u90532025\u524d\u666f\u5c55\u671b"},"content":{"rendered":"<p>\u672c\u7eaa\u8981\u6db5\u76d6\u4e86AI\u548cGPU\u670d\u52a1\u5668\u5e02\u573a\u7684\u589e\u957f\u4e0e\u52a8\u6001\uff0c\u91cd\u70b9\u5173\u6ce8\u4e86AI\u5de5\u4f5c\u8d1f\u8f7d\u5bf9\u670d\u52a1\u5668\u914d\u7f6e\u7684\u5f71\u54cd\uff0c\u4ee5\u53caOEM\uff08\u539f\u59cb\u8bbe\u5907\u5236\u9020\u5546\uff09\u548cODM\uff08\u539f\u59cb\u8bbe\u8ba1\u5236\u9020\u5546\uff09\u4e4b\u95f4\u7684\u7ade\u4e89\u3002\u6b64\u5916\uff0c\u8fd8\u63a2\u8ba8\u4e86\u6570\u636e\u4e2d\u5fc3\u5728\u7535\u529b\u548c\u51b7\u5374\u65b9\u9762\u7684\u6311\u6218\u3001GPU\u5373\u670d\u52a1\uff08GPU as a Service\uff09\u7684\u5174\u8d77\uff0c\u4ee5\u53ca\u4e3b\u8981\u79d1\u6280\u516c\u53f8\u4e4b\u95f4\u4e3a\u7b80\u5316AI\u57fa\u7840\u8bbe\u65bd\u90e8\u7f72\u800c\u5efa\u7acb\u7684\u6218\u7565\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u3002\u540c\u65f6\uff0c\u5bf9\u8bdd\u8fd8\u6d89\u53ca\u5f71\u54cdAI\u670d\u52a1\u5668\u5236\u9020\u7684\u7ecf\u6d4e\u56e0\u7d20\uff0c\u4ee5\u53ca\u63d0\u9ad8GPU\u8d44\u6e90\u5229\u7528\u7387\u4ee5\u5b9e\u73b0\u66f4\u597d\u6295\u8d44\u56de\u62a5\u7684\u91cd\u8981\u6027\u3002 \u4e13\u5bb6\u4e3b\u8981\u89c2\u70b9\uff1a<\/p>\n<hr \/>\n<p><strong><br \/>\nAI\u57fa\u7840\u8bbe\u65bd\u589e\u957f<\/strong><\/p>\n<ol>\n<li>GPU\u670d\u52a1\u5668\u5e02\u573a\u589e\u957f\n<ul>\n<li>\u5927\u89c4\u6a21\u91c7\u7528AI\u548cAI\u5de5\u4f5c\u8d1f\u8f7d\u663e\u8457\u63a8\u52a8\u4e86GPU\u670d\u52a1\u5668\u5e02\u573a\u7684\u589e\u957f\uff0c\u7279\u522b\u662f\u5728\u8d85\u5927\u89c4\u6a21\u4f01\u4e1a\u548c\u6295\u8d44\u4e8e\u652f\u6301\u5927\u578b\u8bed\u8a00\u6a21\u578b\uff08LLMs\uff09\u57fa\u7840\u8bbe\u65bd\u7684\u4f01\u4e1a\u4e2d\u3002<\/li>\n<li>\u884c\u4e1a\u6b63\u5904\u4e8e\u201c\u52a0\u901f\u65f6\u4ee3\u201d\u7684\u65e9\u671f\u9636\u6bb5\uff0c\u4e13\u6ce8\u4e8e\u6784\u5efa\u652f\u6301AI\u7684\u57fa\u7840\u8bbe\u65bd\uff0cNVIDIA\u662f\u8fd9\u4e00\u9886\u57df\u7684\u4e3b\u5bfc\u8005\u3002<\/li>\n<\/ul>\n<\/li>\n<li>AI\u5bf9\u670d\u52a1\u5668\u914d\u7f6e\u7684\u5f71\u54cd\n<ul>\n<li>AI\u5de5\u4f5c\u8d1f\u8f7d\u6539\u53d8\u4e86\u670d\u52a1\u5668\u914d\u7f6e\uff0c\u4f18\u5316\u7684\u91cd\u70b9\u8f6c\u5411\u7279\u5b9a\u7528\u4f8b\uff0c\u4f8b\u5982\u91d1\u878d\u670d\u52a1\u4e1a\u548c\u5236\u9020\u4e1a\u4e2d\u7684\u673a\u5668\u5b66\u4e60\u5e94\u7528\u3002<\/li>\n<\/ul>\n<\/li>\n<li>GPU\u5373\u670d\u52a1\uff08GPU as a Service\uff09\n<ul>\n<li>\u7531\u4e8e\u9700\u6c42\u9ad8\u3001\u4f9b\u5e94\u6709\u9650\uff0cGPU\u5373\u670d\u52a1\u6a21\u5f0f\u5e94\u8fd0\u800c\u751f\uff0c\u4f7f\u4f01\u4e1a\u80fd\u591f\u5728\u4e0d\u8fdb\u884c\u5927\u89c4\u6a21\u57fa\u7840\u8bbe\u65bd\u6295\u8d44\u7684\u60c5\u51b5\u4e0b\u6d4b\u8bd5\u673a\u5668\u5b66\u4e60\u5e94\u7528\u3002<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<hr \/>\n<p><strong><br \/>\n\u670d\u52a1\u5668\u5236\u9020<\/strong><\/p>\n<ol>\n<li>OEM vs ODM\n<ul>\n<li>OEM\u548cODM\u4e4b\u95f4\u7684\u52a8\u6001\u53d7\u5230\u5feb\u901f\u57fa\u7840\u8bbe\u65bd\u90e8\u7f72\u9700\u6c42\u7684\u5f71\u54cd\u3002ODM\u56e0\u80fd\u591f\u5feb\u901f\u4e14\u7ecf\u6d4e\u9ad8\u6548\u5730\u4ea4\u4ed8\u4ea7\u54c1\uff0c\u5bf9\u8d85\u5927\u89c4\u6a21\u4f01\u4e1a\u5177\u6709\u5438\u5f15\u529b\u3002<\/li>\n<\/ul>\n<\/li>\n<li>\u8d85\u5927\u89c4\u6a21\u9879\u76ee\u9009\u62e9\u670d\u52a1\u5668\u5236\u9020\u5546\n<ul>\n<li>\u50cfStargate\u8fd9\u6837\u7684\u8d85\u5927\u89c4\u6a21\u9879\u76ee\u5728\u9009\u62e9\u670d\u52a1\u5668\u5236\u9020\u5546\u65f6\u4f1a\u8003\u8651\u73b0\u6709\u6280\u672f\u3001\u53ef\u6269\u5c55\u6027\u548c\u6210\u672c\u6548\u76ca\uff0c\u901a\u5e38\u5229\u7528\u73b0\u6709\u57fa\u7840\u8bbe\u65bd\uff0c\u5e76\u6bd4\u8f83Supermicro\u3001Dell\u548cHPE\u7b49\u9009\u9879<\/li>\n<\/ul>\n<\/li>\n<li>\u6570\u636e\u4e2d\u5fc3\u4f7f\u7528\u591a\u4e2a\u670d\u52a1\u5668\u5236\u9020\u5546\n<ul>\n<li>\u6570\u636e\u4e2d\u5fc3\u901a\u5e38\u4f7f\u7528\u591a\u4e2a\u670d\u52a1\u5668\u5236\u9020\u5546\uff0c\u4ee5\u907f\u514d\u5bf9\u5355\u4e00\u4f9b\u5e94\u5546\u7684\u4f9d\u8d56\uff0c\u5e76\u5229\u7528\u4e0d\u540c\u5382\u5546\u7684\u4f18\u52bf\uff0c\u5982XAI\u9879\u76ee\u6240\u793a\u3002<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<hr \/>\n<p><strong><br \/>\nAI\u57fa\u7840\u8bbe\u65bd\u6311\u6218<\/strong><\/p>\n<ol>\n<li>AI\u670d\u52a1\u5668\u5236\u9020\u7684\u6311\u6218\n<ul>\n<li>\u5236\u9020\u5546\u9762\u4e34AI\u670d\u52a1\u5668\u5bc6\u5ea6\u589e\u52a0\u7684\u6311\u6218\uff0c\u9700\u8981\u66f4\u591a\u7535\u529b\u548c\u5148\u8fdb\u7684\u51b7\u5374\u89e3\u51b3\u65b9\u6848\uff08\u5982\u6db2\u51b7\uff09\u6765\u7ba1\u7406\u6563\u70ed\u95ee\u9898\u3002<\/li>\n<\/ul>\n<\/li>\n<li>Supermicro\u7684\u7ade\u4e89\u4f18\u52bf\u4e0e\u6311\u6218\n<ul>\n<li>Supermicro\u5728\u5feb\u901f\u4ea4\u4ed8\u65b9\u9762\u7684\u7ade\u4e89\u4f18\u52bf\u6b63\u53d7\u5230\u7ade\u4e89\u5bf9\u624b\u7684\u8ffd\u8d76\uff0c\u540c\u65f6\u8be5\u516c\u53f8\u4e5f\u9762\u4e34\u8fc7\u53bb\u4e89\u8bae\u548c\u5ba2\u6237\u96c6\u4e2d\u98ce\u9669\u5e26\u6765\u7684\u6311\u6218\u3002<\/li>\n<\/ul>\n<\/li>\n<li>AI\u670d\u52a1\u5668\u5236\u9020\u7684\u7ecf\u6d4e\u56e0\u7d20\n<ul>\n<li>\u4f9b\u5e94\u94fe\u7ba1\u7406\u3001\u7ec4\u4ef6\u6210\u672c\u548c\u9884\u6d4b\u7b49\u7ecf\u6d4e\u56e0\u7d20\u5728AI\u670d\u52a1\u5668\u5236\u9020\u4e2d\u81f3\u5173\u91cd\u8981\uff0c\u5bf9Dell\u548cSupermicro\u7b49\u516c\u53f8\u4ea7\u751f\u4e86\u5f71\u54cd\u3002<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<hr \/>\n<p>&nbsp;<\/p>\n<p>AI\u57fa\u7840\u8bbe\u65bd\u7684\u672a\u6765<\/p>\n<ol>\n<li>\u957f\u671f\u589e\u957f\u4e0e\u521b\u65b0\n<ul>\n<li>AI\u57fa\u7840\u8bbe\u65bd\u5e02\u573a\u9884\u8ba1\u5728\u672a\u6765\u5341\u5e74\u5185\u5c06\u6301\u7eed\u589e\u957f\u548c\u521b\u65b0\uff0c\u8d8b\u52bf\u5305\u62ecGPU\u5373\u670d\u52a1\u6f14\u53d8\u4e3aAI\u5373\u670d\u52a1\uff08AI as a Service\uff09\uff0c\u5e76\u66f4\u52a0\u6ce8\u91cd\u63d0\u9ad8\u8d44\u6e90\u5229\u7528\u7387\u3002<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<hr \/>\n<p>\u91cd\u70b9\u603b\u7ed3<\/p>\n<ol>\n<li>\u5e02\u573a\u9a71\u52a8\uff1aAI\u548cAI\u5de5\u4f5c\u8d1f\u8f7d\u7684\u5e7f\u6cdb\u5e94\u7528\u63a8\u52a8\u4e86GPU\u670d\u52a1\u5668\u5e02\u573a\u7684\u5feb\u901f\u589e\u957f\uff0c\u7279\u522b\u662f\u8d85\u5927\u89c4\u6a21\u4f01\u4e1a\u548cLLM\u76f8\u5173\u57fa\u7840\u8bbe\u65bd\u7684\u6295\u8d44\u3002<\/li>\n<li>\u884c\u4e1a\u8d8b\u52bf\uff1a\u884c\u4e1a\u5904\u4e8e\u201c\u52a0\u901f\u65f6\u4ee3\u201d\uff0cNVIDIA\u5360\u636e\u4e3b\u5bfc\u5730\u4f4d\uff0cGPU\u5373\u670d\u52a1\u6a21\u5f0f\u6b63\u5728\u5174\u8d77\u3002<\/li>\n<li>\u7ade\u4e89\u683c\u5c40\uff1aOEM\u4e0eODM\u5728\u670d\u52a1\u5668\u5236\u9020\u9886\u57df\u5c55\u5f00\u7ade\u4e89\uff0c\u8d85\u5927\u89c4\u6a21\u9879\u76ee\u503e\u5411\u4e8e\u9009\u62e9\u5177\u5907\u6280\u672f\u4f18\u52bf\u548c\u6210\u672c\u6548\u76ca\u7684\u5236\u9020\u5546\u3002<\/li>\n<li>\u6311\u6218\u4e0e\u673a\u9047\uff1aAI\u670d\u52a1\u5668\u5236\u9020\u9762\u4e34\u7535\u529b\u548c\u51b7\u5374\u7b49\u6280\u672f\u6311\u6218\uff0c\u540c\u65f6\u4f9b\u5e94\u94fe\u7ba1\u7406\u548c\u7ecf\u6d4e\u56e0\u7d20\u4e5f\u5bf9\u884c\u4e1a\u53d1\u5c55\u4ea7\u751f\u91cd\u8981\u5f71\u54cd\u3002<\/li>\n<li>\u672a\u6765\u5c55\u671b\uff1aAI\u57fa\u7840\u8bbe\u65bd\u5e02\u573a\u5c06\u8fce\u6765\u957f\u671f\u589e\u957f\uff0cGPU\u5373\u670d\u52a1\u53ef\u80fd\u6f14\u53d8\u4e3aAI\u5373\u670d\u52a1\uff0c\u8d44\u6e90\u5229\u7528\u7387\u5c06\u6210\u4e3a\u5173\u952e\u5173\u6ce8\u70b9\u3002<\/li>\n<\/ol>\n","protected":false},"author":9,"featured_media":94330,"template":"","insight-type":[1734],"insights-tag":[],"insights-category":[],"class_list":["post-94329","insight-article","type-insight-article","status-publish","has-post-thumbnail","hentry","insight-type-articles"],"_links":{"self":[{"href":"https:\/\/glginsights.com\/zh-hans\/wp-json\/wp\/v2\/insight-article\/94329","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/glginsights.com\/zh-hans\/wp-json\/wp\/v2\/insight-article"}],"about":[{"href":"https:\/\/glginsights.com\/zh-hans\/wp-json\/wp\/v2\/types\/insight-article"}],"author":[{"embeddable":true,"href":"https:\/\/glginsights.com\/zh-hans\/wp-json\/wp\/v2\/users\/9"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/glginsights.com\/zh-hans\/wp-json\/wp\/v2\/media\/94330"}],"wp:attachment":[{"href":"https:\/\/glginsights.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=94329"}],"wp:term":[{"taxonomy":"insight-type","embeddable":true,"href":"https:\/\/glginsights.com\/zh-hans\/wp-json\/wp\/v2\/insight-type?post=94329"},{"taxonomy":"insights-tag","embeddable":true,"href":"https:\/\/glginsights.com\/zh-hans\/wp-json\/wp\/v2\/insights-tag?post=94329"},{"taxonomy":"insights-category","embeddable":true,"href":"https:\/\/glginsights.com\/zh-hans\/wp-json\/wp\/v2\/insights-category?post=94329"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}