看好微软谷歌，把泡沫_老虎社区_美港股上老虎 - 老虎社区

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影枫16
06-19 21:31

看好微软谷歌，把泡沫打下来

谷歌微软联手推新协议，传统科技巨头借标准战围堵Anthropic和OpenAI

谷歌、微软等传统科技巨头联合推出“代理资源发现”（ARD）新协议，旨在将自身产品打造为企业AI的统一入口，通过标准战围堵Anthropic与OpenAI。此举与后两者试图将Claude和ChatGPT打造成独立主入口的战略直接冲突，凸显了双方在企业AI生态主导权上的激烈争夺。ARD能否被广泛采纳，仍有待观察。

谷歌微软联手推新协议，传统科技巨头借标准战围堵Anthropic和OpenAI

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href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>等传统科技巨头正联手构建一道新的技术壁垒，试图在企业AI市场阻击OpenAI与Anthropic的扩张攻势。</p>\n<p>6月18日，据The Information报道，<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>、微软、<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>、<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>、<a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>等公司联合宣布支持一项名为&#34;代理资源发现&#34;（Agentic Resource Discovery，ARD）的新软件标准。</p>\n<p><strong>该协议旨在让企业员工通过单一应用程序访问公司所有AI工具与功能</strong>，从而将自身产品打造为企业AI使用的统一入口。值得注意的是，<strong>Anthropic与OpenAI均未出现在初始支持方名单中。</strong></p>\n<p>ARD协议的推出，进一步加剧了传统科技巨头与AI新兴势力间的生态主导权之争。</p>\n<h2>ARD协议解析：从技术沿革到“入口级平台”野心</h2>\n<p>ARD协议的核心目标，是推动微软、谷歌等传统企业级软件商，将其产品转型为统一访问各类AI能力的入口级平台。</p>\n<p>据报道，在该协议下，员工通过GitHub Copilot、Google Gemini或Salesforce CRM等应用<strong>发起AI任务时，系统可自动识别并调用所有支持ARD的AI功能与服务，无需用户手动切换工具。</strong></p>\n<p>微软在博客中表示：“ARD协助AI客户端发现各类能力，但并不取代身份验证、授权、治理或组织信任决策。”</p>\n<p>从技术沿革看，ARD与Anthropic于去年发布的模型上下文协议（MCP）存在承继关系。MCP同样旨在使AI代理访问外部应用数据，功能类似于API。微软、OpenAI及谷歌此前均已支持MCP。ARD的提出，被视为在企业AI应用深化背景下，对MCP理念的进一步拓展与延伸。</p>\n<h2>AI新贵与科技巨头的“入口之争”</h2>\n<p>针对这一新标准，Anthropic与OpenAI的态度颇具深意。两家公司均未加入ARD的初始支持阵营。据The Information分析，<strong>作为企业应用市场的挑战者，二者可能选择主动忽略该协议。</strong></p>\n<p><strong>其核心原因在于战略方向的根本性冲突</strong>：Anthropic与OpenAI力图将Claude和ChatGPT打造为员工访问所有AI工具及企业应用的主入口，而非仅作为他人生态系统中的一环。这与微软、谷歌借助ARD构建“以我为中心”的生态逻辑形成直接对立。</p>\n<p>当前，传统软件厂商与AI新兴企业均在竞相开发所谓的“超级代理”（superagent）——一种能够跨应用执行的通用AI系统。ARD能否获得广泛采用，仍存较大不确定性。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2a0a3399cb113e5b9eb7746f0cfaaa73","relate_stocks":{"LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" 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America A-SGD (hedged)","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU0138981039.USD":"FIDELITY FUNDS SUSTAINABLE MULTI ASSET INCOME \"A\" INC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","MSFD":"1倍做空MSFT ETF-Direxion"},"source_url":"https://wallstreetcn.com/articles/3775088","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2644705443","content_text":"谷歌、微软等传统科技巨头正联手构建一道新的技术壁垒，试图在企业AI市场阻击OpenAI与Anthropic的扩张攻势。\n6月18日，据The Information报道，谷歌、微软、Salesforce、Snowflake、ServiceNow等公司联合宣布支持一项名为\"代理资源发现\"（Agentic Resource Discovery，ARD）的新软件标准。\n该协议旨在让企业员工通过单一应用程序访问公司所有AI工具与功能，从而将自身产品打造为企业AI使用的统一入口。值得注意的是，Anthropic与OpenAI均未出现在初始支持方名单中。\nARD协议的推出，进一步加剧了传统科技巨头与AI新兴势力间的生态主导权之争。\nARD协议解析：从技术沿革到“入口级平台”野心\nARD协议的核心目标，是推动微软、谷歌等传统企业级软件商，将其产品转型为统一访问各类AI能力的入口级平台。\n据报道，在该协议下，员工通过GitHub Copilot、Google Gemini或Salesforce CRM等应用发起AI任务时，系统可自动识别并调用所有支持ARD的AI功能与服务，无需用户手动切换工具。\n微软在博客中表示：“ARD协助AI客户端发现各类能力，但并不取代身份验证、授权、治理或组织信任决策。”\n从技术沿革看，ARD与Anthropic于去年发布的模型上下文协议（MCP）存在承继关系。MCP同样旨在使AI代理访问外部应用数据，功能类似于API。微软、OpenAI及谷歌此前均已支持MCP。ARD的提出，被视为在企业AI应用深化背景下，对MCP理念的进一步拓展与延伸。\nAI新贵与科技巨头的“入口之争”\n针对这一新标准，Anthropic与OpenAI的态度颇具深意。两家公司均未加入ARD的初始支持阵营。据The 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