瑞银：最新企业人工智能调查_英伟达、OpenAI 和微软保持领先

ab 26 June 2025 Powered by YES UBS Evidence Lab Global Research AI Research We'd flag: 1. At the GPU level, Nvidia's dominance as the training and inference platform of choice was even more pronounced, with rising interest in Blackwell. Key alternatives were proprietary chips from AWS and Google, with adoption of AMD still muted. 2. Microsoft maintained its material lead for hosting AI workloads/GPUs, AWS held its ground in #2, the use of Oracle increased modestly to 10% and the "neo- Clouds" combined to ca ...