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WenzhiDong
WenzhiDong
·
04-17
$甲骨文(ORCL)$
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WenzhiDong
WenzhiDong
·
03-13
oracle处理理数据库的基因导致他的优势就是在速度快 低延迟（裸硬件 RDMA等） 而不是什么小而灵活 大型模型都需要这种专针对训练的数据中心 oracle的速度不是玩软件生态的AWS能碰瓷的，成长速度也不是任何现有的大云能碰瓷的 oracle先天的数据库优势能免去数据迁移成本（多云让oracle在别人的云平台也能挣钱） 以及oracle已经正在成型的数据库AI生态（向量数据库等） oracle在AI时代里具有任何人都无法比例的先天优势 AI归根结底就是数据和模型
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WenzhiDong
WenzhiDong
·
03-11
数据写的都是错的 多云增速是300多 oci增速是80多 是直接用ai写的文章吗 都不检查一下
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WenzhiDong
WenzhiDong
·
2025-10-02
一群沙雕和村口妇女一样，天天蹲墙角盯着外国人，生怕错过了别人的一点失误，人打个喷嚏都能给你炒成世界丑闻，国产移动火化盒敢报告吗？
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WenzhiDong
WenzhiDong
·
2025-09-29
不得了了！刚看腾讯新闻才知道，咱们科技水平又一次全面碾压全球！特斯拉？呵呵，人家才跑到哪儿，我们已经在腾讯新闻上实现十连超！外国公司辛辛苦苦搞研发，花几十年做实验，我们这边只需要一篇稿，就能直接宣布：领先全球！太高效了！太先进了！原来未来科技的发展方向，不是实验室，不是工厂，而是腾讯新闻啊！👏👏👏 赢！
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WenzhiDong
WenzhiDong
·
2025-09-29
腾讯的弱智新闻别发了 毫无专业性 丢人现眼
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WenzhiDong
WenzhiDong
·
2024-10-15
nt小编。你在现场直接问机器人 他就会告诉你是远程的
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WenzhiDong
WenzhiDong
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2024-08-01
1.5-2年 这种话也好意思说？
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WenzhiDong
WenzhiDong
·
2024-07-03
原因根本就不仅仅是汽车交付量 是9.6gwh的能源部署 以这种势头 2年之内 能源盈利就将与汽车部分持平 即使没有robotaxi和opimus 估值也至少需要攀升1-2倍
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AI归根结底就是数据和模型","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/542484840804376","repostId":"2619559301","repostType":2,"isVote":1,"tweetType":1,"viewCount":1081,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3487004053583116","authorId":"3487004053583116","name":"WenzhiDong","avatar":"https://static.tigerbbs.com/474dcc656ccb8f30521de08bc85082ac","crmLevel":1,"crmLevelSwitch":0,"idStr":"3487004053583116","authorIdStr":"3487004053583116"},"content":"没有任何客户的问题 市场现在对模型训练的需求是无限量的 现在的商业能用上模型的地方都在往模型上转 好一点的大学的科学实验室都在train模型了 无论现在的客户对oracle的订单是否毁约 都会有数不完的客户来消化oracle的算力。 现在什么水平的人都可以写文章 买方市场和卖方市场都搞不清","text":"没有任何客户的问题 市场现在对模型训练的需求是无限量的 现在的商业能用上模型的地方都在往模型上转 好一点的大学的科学实验室都在train模型了 无论现在的客户对oracle的订单是否毁约 都会有数不完的客户来消化oracle的算力。 现在什么水平的人都可以写文章 买方市场和卖方市场都搞不清","html":"没有任何客户的问题 市场现在对模型训练的需求是无限量的 现在的商业能用上模型的地方都在往模型上转 好一点的大学的科学实验室都在train模型了 无论现在的客户对oracle的订单是否毁约 都会有数不完的客户来消化oracle的算力。 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