全球科技巨头正掀起AI基础设施“烧钱大战”，亚马逊、谷歌、Meta和微软预计2026年资本支出将达6600亿美元，主要用于建设数据中心、购买高性能芯片和研发定制硬件。
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。
智谱AI与华为联合开源新一代图像生成大模型GLM-Image，性能达国际领先水平。该模型全程基于国产昇腾AI芯片与昇思框架构建，从数据处理到推理全流程实现国产化，摆脱对国外软硬件的依赖，验证了国产技术支撑尖端AI研发的能力。
字节跳动旗下“豆包”AI眼镜进入出货准备阶段，订单量达100万台。该产品由字节跳动与龙旗科技合作研发，主打轻便设计，重量不足50克，并搭载自研空间算法芯片。
Anthropic
$105
Input tokens/M
$525
Output tokens/M
200
Context Length
Alibaba
-
Bytedance
Baidu
Tencent
$2
Chatglm
128
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