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。
阿里平头哥发布高端AI芯片“真武810E”，性能超越英伟达A800及主流国产GPU，与H20相当。该芯片采用自研架构和互联技术，标志着阿里AI战略“通云哥”正式成型。
2026年1月29日，阿里巴巴旗下平头哥半导体正式发布高端AI芯片“真武810E”，实现了从硬件架构到配套软件的全链路自主研发，标志着阿里AI“黄金三角”战略全面落地。该芯片已在阿里云内部实现万卡规模应用验证。
AI芯片设计初创公司Ricursive Intelligence完成3亿美元融资，估值达40亿美元。公司由前谷歌研究员创立，核心技术是利用AI自动设计AI芯片，其AlphaChip强化学习方法已应用于谷歌芯片设计。本轮融资由Lightspeed领投，英伟达风投等跟投。
Meta自研的下一代AI训练和推理加速芯片
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