全球AI领域正经历资本与基建的双重热潮。OpenAI估值半年内飙升70%，达到8500亿美元，展现强劲资本溢价能力。同时，印度也开启大规模AI算力竞赛，行业竞争加剧。
谷歌母公司Alphabet计划发行200亿美元债券，远超市场预期，旨在为人工智能战略提供资金支持，显示其在AI算力竞赛中的强大投入与战略决心。
马斯克旗下xAI公司启动全球首个吉瓦级AI训练集群“Colossus2”，用于驱动Grok聊天机器人。该超级计算机占地约13个足球场，配备10万块英伟达H100芯片，标志着AI算力竞赛进入新阶段。
Meta启动"Meta Compute"计划，旨在自建大规模算力和电力设施，以在AI竞赛中占据主动。扎克伯格宣布，目标在本十年内建成数十吉瓦电力设施，并长期提升至数百吉瓦，以兑现AI资本开支承诺。
Anthropic
$21
Input tokens/M
$105
Output tokens/M
200
Context Length
Iflytek
$2
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Openai
Baichuan
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