{"id":448,"date":"2026-05-28T13:27:41","date_gmt":"2026-05-28T13:27:41","guid":{"rendered":"https:\/\/equitiesorbis.com\/ai-%e6%95%b0%e6%8d%ae%e4%ba%91%e7%9a%84%e8%a7%89%e9%86%92%ef%bc%9asnowflake-%e7%9a%84-60-%e4%ba%bf%e7%be%8e%e5%85%83%e9%aa%8c%e8%af%81\/"},"modified":"2026-06-08T18:47:09","modified_gmt":"2026-06-08T18:47:09","slug":"ai-%e6%95%b0%e6%8d%ae%e4%ba%91%e7%9a%84%e8%a7%89%e9%86%92%ef%bc%9asnowflake-%e7%9a%84-60-%e4%ba%bf%e7%be%8e%e5%85%83%e9%aa%8c%e8%af%81","status":"publish","type":"post","link":"https:\/\/equitiesorbis.com\/zh-hans\/ai-%e6%95%b0%e6%8d%ae%e4%ba%91%e7%9a%84%e8%a7%89%e9%86%92%ef%bc%9asnowflake-%e7%9a%84-60-%e4%ba%bf%e7%be%8e%e5%85%83%e9%aa%8c%e8%af%81\/","title":{"rendered":"AI \u6570\u636e\u4e91\u7684\u89c9\u9192\uff1aSnowflake \u7684 60 \u4ebf\u7f8e\u5143\u9a8c\u8bc1"},"content":{"rendered":"\n

\u5468\u4e09\u665a\u95f4\uff0c\u4f01\u4e1a\u8f6f\u4ef6\u5e02\u573a\u6b8b\u9177\u7684\u672c\u8d28\u7ed9\u4eba\u4eec\u4e0a\u4e86\u6df1\u523b\u7684\u4e00\u8bfe\u3002\u5728\u622a\u7136\u4e0d\u540c\u7684\u547d\u8fd0\u5206\u5316\u4e2d\uff0c\u7f51\u7edc\u5b89\u5168\u9886\u57df\u7684\u5ba0\u513f Zscaler \u56e0\u4e1a\u7ee9\u6307\u5f15\u75b2\u8f6f\u5bfc\u81f4\u80a1\u4ef7\u66b4\u8dcc 30%\uff0c\u800c\u4e91\u6570\u636e\u5148\u9a71 Snowflake (SNOW) \u5219\u4e0a\u6f14\u4e86\u4e00\u573a\u5927\u89c4\u6a21\u7684\u6551\u8d4e\u3002\u5728\u7ecf\u5386\u4e86\u5e74\u521d\u81f3\u4eca 19% \u7684\u8dcc\u5e45\u4ee5\u53ca\u8fde\u7eed\u516d\u4e2a\u5b63\u5ea6\u7684\u4f4e\u8ff7\u540e\uff0cSnowflake \u51ed\u501f\u4e00\u4efd\u60ca\u4eba\u7684 2027 \u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8d22\u62a5\u9707\u60ca\u4e86\u534e\u5c14\u8857\u3002 <\/p>\n\n

\u8be5\u80a1\u5728\u76d8\u540e\u4ea4\u6613\u4e2d\u98d9\u5347\u8d85\u8fc7 30%\uff0c\u8fd9\u4e3b\u8981\u5f97\u76ca\u4e8e\u4ea7\u54c1\u6536\u5165\u7684\u52a0\u901f\u589e\u957f\u3001\u5168\u5e74\u4e1a\u7ee9\u6307\u5f15\u7684\u4e0a\u8c03\uff0c\u4ee5\u53ca\u5bf9\u4e9a\u9a6c\u900a\u4e91\u79d1\u6280 (AWS) \u9ad8\u8fbe 60 \u4ebf\u7f8e\u5143\u7684\u91cd\u78c5\u6295\u5165\u627f\u8bfa\u3002\u8fd9\u4e0d\u4ec5\u4ec5\u662f\u4e00\u6b21\u8d22\u62a5\u8d85\u9884\u671f\uff0c\u66f4\u662f\u4e00\u4e2a\u660e\u786e\u7684\u4fe1\u53f7\uff1a\u4f01\u4e1a\u7ea7\u4eba\u5de5\u667a\u80fd\u7ec8\u4e8e\u4ece\u5b9e\u9a8c\u6c99\u76d2\u8f6c\u5411\u6838\u5fc3\u751f\u4ea7\u5de5\u4f5c\u8d1f\u8f7d\u3002\u5bf9\u4e8e\u90a3\u4e9b\u5fcd\u53d7\u4e86 Snowflake \u8fd1\u671f\u4f4e\u8ff7\u8868\u73b0\u7684\u6295\u8d44\u8005\u6765\u8bf4\uff0cAI \u6570\u636e\u4e91\u7684\u89c9\u9192\u5df2\u7ecf\u5230\u6765\u3002 <\/p>\n\n

\u4e1a\u7ee9\u589e\u957f\u518d\u52a0\u901f<\/h3>\n\n

Snowflake \u7b2c\u4e00\u5b63\u5ea6\u7684\u4e1a\u7ee9\u7cfb\u7edf\u6027\u5730\u74e6\u89e3\u4e86\u5173\u4e8e\u8be5\u516c\u53f8\u589e\u957f\u5c06\u6c38\u4e45\u505c\u6ede\u7684\u770b\u7a7a\u89c2\u70b9\u3002\u603b\u8425\u6536\u8fbe\u5230 13.9 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f 33%\uff0c\u8f7b\u677e\u8d85\u8fc7\u4e86 13.2 \u4ebf\u7f8e\u5143\u7684\u5171\u8bc6\u9884\u671f\u3002\u66f4\u91cd\u8981\u7684\u662f\uff0c\u4f5c\u4e3a\u8861\u91cf\u5e73\u53f0\u6d88\u8017\u771f\u5b9e\u6307\u6807\u7684\u4ea7\u54c1\u6536\u5165\u6fc0\u589e 34%\uff0c\u8fbe\u5230 13.3 \u4ebf\u7f8e\u5143\u3002\u8fd9\u4ee3\u8868\u4e86\u8be5\u516c\u53f8\u4e0a\u5e02\u4ee5\u6765\u6700\u5f3a\u52b2\u7684\u73af\u6bd4\u91d1\u989d\u52a0\u901f\u589e\u957f\u3002 <\/p>\n\n

\u76c8\u5229\u6307\u6807\u540c\u6837\u4ee4\u4eba\u5370\u8c61\u6df1\u523b\u3002\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u4e3a 0.39 \u7f8e\u5143\uff0c\u8fdc\u8d85 0.32 \u7f8e\u5143\u7684\u9884\u671f\u3002\u5728\u8425\u6536\u548c\u5229\u6da6\u53cc\u53cc\u8d85\u9884\u671f\u7684\u540c\u65f6\uff0c\u516c\u53f8\u8fd8\u53d1\u5e03\u4e86\u5f3a\u52b2\u7684\u524d\u77bb\u5c55\u671b\u3002\u7ba1\u7406\u5c42\u5c06 2027 \u8d22\u5e74\u5168\u5e74\u7684\u4ea7\u54c1\u6536\u5165\u6307\u5f15\u4e0a\u8c03\u81f3 58.4 \u4ebf\u7f8e\u5143\uff08\u610f\u5473\u7740 31% \u7684\u589e\u957f\uff09\uff0c\u5e76\u5c06\u8425\u4e1a\u5229\u6da6\u7387\u9884\u671f\u4e0a\u8c03\u81f3 13.5%\u3002 <\/p>\n\n

\u6307\u6807<\/strong><\/td>2027 \u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u5b9e\u9645\u503c<\/strong><\/td>2027 \u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u5171\u8bc6\u9884\u671f<\/strong><\/td>2027 \u8d22\u5e74\u4e1a\u7ee9\u6307\u5f15\uff08\u66f4\u65b0\uff09<\/strong><\/td><\/tr>
\u603b\u8425\u6536<\/strong><\/strong><\/td>13.9 \u4ebf\u7f8e\u5143<\/td>13.2 \u4ebf\u7f8e\u5143<\/td>\u4e0d\u9002\u7528<\/td><\/tr>
\u4ea7\u54c1\u6536\u5165<\/strong><\/td>13.3 \u4ebf\u7f8e\u5143<\/td>\u4e0d\u9002\u7528<\/td>58.4 \u4ebf\u7f8e\u5143<\/td><\/tr>
\u4ea7\u54c1\u6536\u5165\u589e\u957f<\/strong><\/strong><\/td>\u540c\u6bd4\u589e\u957f 34%<\/td>\u4e0d\u9002\u7528<\/td>\u540c\u6bd4\u589e\u957f 31%<\/td><\/tr>
\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca<\/strong><\/td>0.39 \u7f8e\u5143<\/td>0.32 \u7f8e\u5143<\/td>\u4e0d\u9002\u7528<\/td><\/tr>
\u8425\u4e1a\u5229\u6da6\u7387<\/strong><\/strong><\/td>\u4e0d\u9002\u7528<\/td>\u4e0d\u9002\u7528<\/td>13.5%<\/td><\/tr><\/tbody><\/table><\/figure>\n\n

\u6b64\u5916\uff0cSnowflake \u7684\u5269\u4f59\u5c65\u7ea6\u4e49\u52a1 (RPO) \u589e\u957f\u81f3 92.1 \u4ebf\u7f8e\u5143\uff0c\u63d0\u4f9b\u4e86\u591a\u5e74\u7684\u8425\u6536\u53ef\u89c1\u5ea6\u3002126% \u7684\u51c0\u6536\u5165\u7559\u5b58\u7387\u8868\u660e\uff0c\u73b0\u6709\u5ba2\u6237\u6b63\u5728\u79ef\u6781\u6269\u5927\u5bf9\u5e73\u53f0\u7684\u4f7f\u7528\uff0c\u8fd9\u5bf9\u4e8e\u57fa\u4e8e\u6d88\u8017\u7684\u5546\u4e1a\u6a21\u5f0f\u6765\u8bf4\u662f\u4e00\u4e2a\u5173\u952e\u6307\u6807\u3002 <\/p>\n\n

60 \u4ebf\u7f8e\u5143\u7684 AWS \u5de8\u989d\u4ea4\u6613<\/h3>\n\n

\u867d\u7136\u8d22\u52a1\u6307\u6807\u8868\u73b0\u51fa\u8272\uff0c\u4f46\u6218\u7565\u516c\u544a\u624d\u662f\u76d8\u540e\u80a1\u4ef7\u98d9\u5347\u7684\u771f\u6b63\u50ac\u5316\u5242\u3002Snowflake \u62ab\u9732\u4e86\u4e0e AWS \u8fbe\u6210\u7684\u4e3a\u671f\u4e94\u5e74\u3001\u4ef7\u503c 60 \u4ebf\u7f8e\u5143\u7684\u5de8\u989d\u652f\u51fa\u627f\u8bfa\u3002\u8fd9\u9879\u534f\u8bae\u610f\u5473\u7740\u5e74\u5747\u652f\u51fa\u4e3a 12 \u4ebf\u7f8e\u5143\uff0c\u4f7f\u516c\u53f8\u5728 2023 \u5e74\u7b7e\u7f72\u7684 25 \u4ebf\u7f8e\u5143\u65e7\u534f\u8bae\u76f8\u5f62\u89c1\u7ecc\u3002 <\/p>\n\n

\u4e0e AWS \u7684\u627f\u8bfa\u4e0e Snowflake \u7684 AI \u6218\u7565\u7d27\u5bc6\u4ea4\u7ec7\u3002\u8be5\u4ea4\u6613\u5305\u62ec\u6269\u5927\u5bf9\u4e9a\u9a6c\u900a\u5b9a\u5236 Graviton CPU \u548c\u4e91\u7aef GPU \u7684\u4f7f\u7528\u3002\u968f\u7740\u4f01\u4e1a AI \u4ece\u7b80\u5355\u7684\u804a\u5929\u673a\u5668\u4eba\u8f6c\u5411\u590d\u6742\u7684\u3001\u4ee5\u4efb\u52a1\u4e3a\u5bfc\u5411\u7684\u201c\u4ee3\u7406\u5f0f\u201d\u5e94\u7528\uff0c\u8de8\u591a\u4e2a\u7cfb\u7edf\u7f16\u6392\u6570\u636e\u7684\u901a\u7528\u7b97\u529b\u9700\u6c42\u6b63\u5728\u7206\u70b8\u5f0f\u589e\u957f\u3002\u901a\u8fc7\u9501\u5b9a\u8fd9\u4e9b\u57fa\u7840\u8bbe\u65bd\u4ea7\u80fd\uff0cSnowflake \u786e\u4fdd\u4e86\u5176\u80fd\u591f\u6ee1\u8db3\u5ba2\u6237 AI \u5de5\u4f5c\u8d1f\u8f7d\u6fc0\u589e\u7684\u8ba1\u7b97\u9700\u6c42\u3002 <\/p>\n\n

\u638c\u63a7 AI \u4fe1\u4efb\u5c42<\/h3>\n\n

Snowflake \u7684\u6700\u7ec8\u91ce\u5fc3\u4e0d\u662f\u4e0e OpenAI \u6216 Anthropic \u7b49\u6a21\u578b\u6784\u5efa\u8005\u7ade\u4e89\uff0c\u800c\u662f\u6210\u4e3a\u4f01\u4e1a\u9488\u5bf9\u4e13\u6709\u6570\u636e\u90e8\u7f72\u8fd9\u4e9b\u6a21\u578b\u7684\u5b89\u5168\u201c\u4fe1\u4efb\u5c42\u201d\u3002<\/p>\n\n

\u4e3a\u6b64\uff0cSnowflake \u5ba3\u5e03\u6536\u8d2d\u4f01\u4e1a\u7ea7\u6a21\u578b\u4e0a\u4e0b\u6587\u534f\u8bae (Model Context Protocol) \u5e73\u53f0 Natoma\u3002\u8fd9\u6b21\u6536\u8d2d\u867d\u7136\u6d89\u53ca\u91d1\u989d\u8f83\u5c0f\uff0c\u4f46\u5728\u6218\u7565\u4e0a\u81f3\u5173\u91cd\u8981\u3002AI \u4ee3\u7406\u9700\u8981\u5b89\u5168\u5730\u8bbf\u95ee\u529e\u516c\u5de5\u5177\u3001\u5e94\u7528\u7a0b\u5e8f\u548c\u654f\u611f\u6570\u636e\u3002Natoma \u63d0\u4f9b\u4e86\u5141\u8bb8\u8fd9\u4e9b\u4ee3\u7406\u5b89\u5168\u8fd0\u884c\u7684\u6cbb\u7406\u6846\u67b6\u3002\u7ed3\u5408\u8fd1\u671f\u63a8\u51fa\u7684 Cortex Code \u4ee5\u53ca\u4e0e OpenAI \u8fbe\u6210\u7684 2 \u4ebf\u7f8e\u5143\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\uff0cSnowflake \u6b63\u5728\u4e3a\u4ee3\u7406\u5f0f\u4f01\u4e1a\u6784\u5efa\u4e00\u4e2a\u5168\u9762\u7684\u63a7\u5236\u5e73\u9762\u3002\u5982\u679c\u94f6\u884c\u6216\u533b\u7597\u4fdd\u5065\u63d0\u4f9b\u5546\u60f3\u8981\u90e8\u7f72 AI \u4ee3\u7406\uff0cSnowflake \u65e8\u5728\u6210\u4e3a\u627f\u8f7d\u8fd9\u4e9b\u6d3b\u52a8\u7684\u53d7\u76d1\u7ba1\u4fdd\u9669\u5e93\u3002 <\/p>\n\n

\u4f30\u503c\u4e0e\u98ce\u9669<\/h3>\n\n

\u5c3d\u7ba1\u76d8\u540e\u8868\u73b0\u60ca\u4eba\uff0c\u6295\u8d44\u8005\u5fc5\u987b\u627f\u8ba4\u4f30\u503c\u7684\u73b0\u5b9e\u3002\u5728\u8d22\u62a5\u53d1\u5e03\u524d\uff0cSnowflake \u7684\u8fdc\u671f\u5e02\u76c8\u7387\u7ea6\u4e3a 96 \u500d\uff0c\u5e02\u9500\u7387\u8d85\u8fc7 12 \u500d\u3002\u8d85\u8fc7 30% \u7684\u6da8\u5e45\u5c06\u8fdb\u4e00\u6b65\u63a8\u9ad8\u8fd9\u4e9b\u4f30\u503c\u500d\u6570\u3002 <\/p>\n\n

\u4e3b\u8981\u98ce\u9669\u5728\u4e8e\u6267\u884c\u3002\u5e02\u573a\u5b9a\u4ef7\u5df2\u7ecf\u8ba1\u5165\u4e86\u7531 AI \u6d88\u8017\u9a71\u52a8\u7684\u6301\u7eed\u589e\u957f\u518d\u52a0\u901f\u3002\u5982\u679c\u5927\u578b\u4f01\u4e1a\u7f29\u51cf IT \u652f\u51fa\uff0c\u6216\u8005 AI \u529f\u80fd\u8695\u98df\u4e86\u73b0\u6709\u7684\u6570\u636e\u4ed3\u5e93\u5de5\u4f5c\u8d1f\u8f7d\u800c\u975e\u6269\u5927\u5176\u89c4\u6a21\uff0c\u8be5\u80a1\u7684\u6ea2\u4ef7\u4f30\u503c\u5c06\u8fc5\u901f\u538b\u7f29\u3002\u6b64\u5916\uff0c\u7ade\u4e89\u4f9d\u7136\u6fc0\u70c8\uff0c\u5c24\u5176\u662f\u6765\u81ea\u79c1\u6709\u516c\u53f8 Databricks \u7684\u7ade\u4e89\uff0c\u540e\u8005\u7ee7\u7eed\u79ef\u6781\u4e89\u593a\u76f8\u540c\u7684\u4f01\u4e1a AI \u9884\u7b97\u3002 <\/p>\n\n

\u7ed3\u8bba\uff1a\u52a8\u529b\u56de\u5f52<\/h3>\n\n

Snowflake \u6210\u529f\u6539\u53d8\u4e86\u5e02\u573a\u8bba\u8c03\u3002\u8be5\u516c\u53f8\u5df2\u7ecf\u8bc1\u660e\uff0c\u5b83\u4e0d\u662f\u4e00\u4e2a\u88ab AI \u9769\u547d\u629b\u5f03\u7684\u4f20\u7edf\u6570\u636e\u4ed3\u5e93\uff0c\u800c\u662f\u4f01\u4e1a AI \u90e8\u7f72\u7684\u57fa\u7840\u57fa\u7840\u8bbe\u65bd\u5c42\u3002\u867d\u7136\u76ee\u524d\u7684\u4f30\u503c\u8981\u6c42\u5b8c\u7f8e\u7684\u6267\u884c\u529b\uff0c\u4f46\u52a0\u901f\u7684\u6d88\u8017\u3001\u5de8\u989d\u7684\u57fa\u7840\u8bbe\u65bd\u627f\u8bfa\u4ee5\u53ca\u6218\u7565\u6027\u7684 AI \u6536\u8d2d\uff0c\u4f7f Snowflake \u518d\u6b21\u6210\u4e3a\u4e00\u4e2a\u5f15\u4eba\u6ce8\u76ee\u7684\u589e\u957f\u6545\u4e8b\u3002 <\/p>\n\n

Snowflake (SNOW) \u7ed3\u8bba\uff1a\u4e70\u5165<\/strong><\/p>\n\n

    \n
  • \u8d22\u62a5\u524d\u4ef7\u683c\uff1a\u7ea6 174 \u7f8e\u5143<\/li>\n\n\n\n
  • \u76d8\u540e\u6307\u793a\u4ef7\uff1a\u7ea6 225 – 235 \u7f8e\u5143<\/li>\n\n\n\n
  • \u50ac\u5316\u5242\uff1a2027 \u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u8d85\u9884\u671f\u3001\u4e0a\u8c03\u6307\u5f15\uff0c\u4ee5\u53ca\u9a8c\u8bc1\u4e86 AI \u4ea7\u80fd\u9700\u6c42\u7684 60 \u4ebf\u7f8e\u5143 AWS \u57fa\u7840\u8bbe\u65bd\u534f\u8bae\u3002<\/li>\n<\/ul>\n\n

    \u66f4\u5e7f\u6cdb\u7684\u4f01\u4e1a\u8f6f\u4ef6\u683c\u5c40<\/h3>\n\n

    \u5468\u4e09\u622a\u7136\u4e0d\u540c\u7684\u8d22\u62a5\u8868\u73b0\u51f8\u663e\u4e86\u5728\u5f53\u524d\u8f6f\u4ef6\u73af\u5883\u4e0b\u9009\u80a1\u7684\u91cd\u8981\u6027\u3002<\/p>\n\n

    Salesforce (CRM) \u7ed3\u8bba\uff1a\u6301\u6709<\/strong><\/p>\n\n

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    __________________________________________________<\/p>\n\n

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