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\u6838\u5fc3\u6307\u6807<\/td>Amazon AWS<\/td>Microsoft Azure<\/td>Google Cloud<\/td>Alibaba Cloud<\/td><\/tr>
\u5f53\u524d\u7ecf\u8425\u5229\u6da6\u7387<\/td>37% – 40% (GAAP)<\/td>\u672a\u62ab\u9732 (\u4f30\u7b97 ~40%+)<\/td>17% (GAAP)<\/td>9% (EBITA)<\/td><\/tr>
\u4e3b\u8981\u5229\u6da6\u6765\u6e90<\/td>\u89c4\u6a21\u6548\u5e94 + \u786c\u4ef6\u6298\u65e7\u7ea2\u5229 + \u81ea\u7814\u82af\u7247<\/td>B\u7aef\u8f6f\u4ef6\u6346\u7ed1 (SaaS\u5e26\u52a8IaaS)<\/td>\u6280\u672f\u6548\u7387 + TPU\u6210\u672c\u4f18\u52bf<\/td>\u6b63\u5728\u4ece\u9879\u76ee\u5236\u5411\u4ea7\u54c1\u5236\u8f6c\u578b<\/td><\/tr>
\u81ea\u7814\u82af\u7247\u7b56\u7565<\/td>Graviton (CPU): \u6781\u9ad8\u6e17\u900f\u7387Trainium\/Inferentia: AI\u4e13\u7528<\/td>Maia: \u8d77\u6b65\u9636\u6bb5\uff0c\u4f9d\u8d56Nvidia<\/td>TPU: \u6781\u9ad8\u6210\u719f\u5ea6\uff0cAI\u6838\u5fc3\u5e95\u5ea7<\/td>\u501a\u5929710 (CPU): \u5927\u89c4\u6a21\u5546\u7528\u4e2d\u542b\u5149800: AI\u63a8\u7406<\/td><\/tr>
SaaS\u751f\u6001\u652f\u6491<\/td>\u6781\u5f3a (Snowflake, Datadog\u7b49)<\/td>\u6781\u5f3a (Office 365, Dynamics)<\/td>\u8f83\u5f3a (Workspace)<\/td>\u6781\u5f31 (\u4f9d\u8d56\u9489\u9489\u8865\u4f4d)<\/td><\/tr>
\u4e3b\u8981\u5b9a\u4ef7\u98ce\u9669<\/td>\u76f8\u5bf9\u8f83\u4f4e (\u62e5\u6709\u5b9a\u4ef7\u6743)<\/td>\u4f4e (\u4f01\u4e1a\u534f\u8bae\u6346\u7ed1)<\/td>\u4e2d (\u9700\u4e89\u593a\u4efd\u989d)<\/td>\u6781\u9ad8 (\u8fd0\u8425\u5546\u7ade\u4e89+\u4ef7\u683c\u6218)<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

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

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

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