OpenAI在ChatGPT中上线广告业务，创始人山姆·奥特曼曾反对广告破坏信任，但因AI算力成本激增而改变立场。
字节跳动正加速自研AI芯片“SeedChip”，计划今年量产至少10万颗，主要面向推理任务，以保障AI算力供应。尽管公司称相关报道“不准确”，但其今年AI采购预算已超1600亿元，半数仍用于购买英伟达芯片，反映出在推进大模型时面临的高推理成本压力。
Anthropic正进行200亿美元融资，估值达3500亿美元。由于投资者需求旺盛，融资规模翻倍。公司五个月前刚完成130亿美元融资，但因AI模型竞争加剧和算力成本上升，需再次大规模筹资。
马斯克指出，地球电力增长停滞与AI算力需求爆发存在巨大缺口，未来30至36个月内，太空将成为部署AI算力成本最低且唯一具扩展性的场所。太空太阳能效率比地面高约5倍，且无需复杂冷却设施。SpaceX计划大规模部署“轨道数据中心”以应对电力瓶颈。
Google
$2.1
Input tokens/M
$17.5
Output tokens/M
1k
Context Length
Anthropic
$21
$105
200
$0.7
$2.8
Alibaba
$2
-
256
Iflytek
$1
32
Chatglm
Baichuan
4
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