全球AI需求激增推动中国云计算市场格局变化。阿里云2025年第三季度市场份额从34%升至36%，连续三个季度增长，AI成为其核心增长动力。
Anthropic即将发布中端模型Claude Sonnet5，主打高性价比，旨在以中端价格提供旗舰性能，可能重塑大型语言模型市场格局。
SpaceX计划发射超百万颗低轨卫星，构建太空“轨道数据中心”，利用太空环境优势直接进行AI计算。该计划旨在打造算力高达80EFLOPS的太空AI超算集群，对传统地面数据中心模式构成跨代级挑战，可能重塑全球算力市场格局。
字节跳动与阿里巴巴计划在春节前后发布新一代底层模型技术，竞争进入白热化。字节跳动将推出三款核心模型，涵盖语言处理、图像生成及视频领域，挑战市场格局。
Baichuan
$15
Input tokens/M
Output tokens/M
32
Context Length
Tencent
$3.5
$7
4
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