月之暗面旗下AI产品Kimi完成F轮超35亿美元融资，投后估值达350亿美元。因认购金额超目标3倍多，融资提前关闭，同时G轮（Pre-IPO轮）提前开启，投前估值升至500亿美元。Kimi凭借长上下文处理等实用性能获市场认可，本轮超大规模融资反映出资本市场对其技术实力与增长潜力的高度追捧。
7月22日，AMD宣布与Anthropic战略合作，拟最高投资500亿美元，并供应算力，后者将采用其Helio产品。这标志着芯片“卖铲人”与AI“挖金人”深度捆绑，结成命运共同体。
梁文锋因DeepSeek完成74亿美元融资，净资产暴增至360亿美元，跃升全球AI首富，超越Anthropic和OpenAI的创始人。DeepSeek估值达500亿美元，创AI模型企业融资纪录。
Meta宣布斥资超500亿美元，将路易斯安那州数据中心算力扩容至5GW，打造全球罕见的超大规模AI基础设施，标志着其算力竞赛的重大里程碑。
Deepseek
$2
Input tokens/M
-
Output tokens/M
8
Context Length
$1
Minimax
$1.6
$16
1k
Google
$0.49
$2.1
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