DeepSeek在春节的火爆，让我修正了之前的判断：即基础大模型市场已基本尘埃落定，其主角将由互联网巨头牢牢担当，新兴公司很难借此成为新贵。

正如中间件、数据库等关键平台在竞争终极阶段的演变一样，SAP、Oracle、微软等各大企业应用厂商巨头都拥有了自己的产品，并将自身的应用与这些平台深入融合，从而形成了自身在产品技术架构上的独特优势与核心竞争力。同样地，在基础大模型的终局阶段，企业应用厂商等巨头也必将拥有自己的基础大模型，以构建更为强大的产品技术架构与核心竞争力。

CRN breaks down Gartner’s rankings of Microsoft, Oracle, SAP, Workday, Sage and Certinia, as well as the strengths and weaknesses of each ERP provider. Oracle’s Fusion Cloud ERP is the gold ...

SAP’s fiscal year 2024 results are solid, but its stock trades at a premium. Read why SAP stock’s high valuation may lead to ...

‘Oracle’s taking massive amounts of share away from SAP ERP,’ Oracle Co-founder and CTO Larry Ellison said on the company’s quarterly earnings call. ‘It’s crucial to our future.