尽管AI泡沫担忧持续，但风险投资仍热捧AI芯片赛道。本周仅三天内，三家初创公司融资超11亿美元，显示资本看好挑战英伟达的新兴力量。其中前谷歌工程师创立的MatX获5亿美元融资，计划年内推出首款芯片MatX One，其定位不同于侧重推理的Groq等公司。
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。
Positron发布AI推理芯片Asimov，宣称其能效比和性价比预计达英伟达下一代产品的5倍，引发行业关注。该芯片针对大模型推理优化，通过简化GPU架构提升效率。
微软发布新一代AI推理芯片Maia200，性能大幅提升，能效比和成本优势显著。芯片采用先进制程，集成超千亿晶体管，算力达Petaflops级别。
Meta自研的下一代AI训练和推理加速芯片
Openai
$2.8
Input tokens/M
$11.2
Output tokens/M
1k
Context Length
Xai
$1.4
$3.5
2k
-
Anthropic
$7
$35
200
Google
$2.1
$17.5
$21
$105
$0.7
Alibaba
$4
$16
Baidu
128
$6
$24
256
$2
Moonshot
Bytedance
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