苹果因自研M2 Ultra芯片性能不足，无法支撑新一代AI版Siri，正重新评估云策略，可能向谷歌寻求算力支持，其“隐私围栏”战略面临挑战。
DeepSeek将于下周发布多模态大模型V4，支持图像、视频及文本生成。该模型全面适配国产算力，旨在优化与中国制造芯片的兼容性，有望推动本土半导体需求并加速AI推理与国产芯片的融合。
英伟达将发布专为推理计算设计的新处理器，整合Groq技术，应对AI智能体爆发带来的芯片需求从模型训练转向高效任务响应的市场变化。
OpenAI获1100亿美元融资，创科技行业纪录，将联手英伟达和亚马逊构建“算力帝国”，加速AGI布局。
Anthropic
$21
Input tokens/M
$105
Output tokens/M
200
Context Length
Iflytek
$2
-
Baichuan
4
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