AI浪潮推动算力需求激增，导致硬件供需失衡。封测领域因AI芯片需求及成本上涨而提价，存储产业也面临供应紧张和价格波动，行业正经历深刻变革。
上海交通大学发布自研光学垂直大模型Optics GPT，聚焦光学领域专业洞察，为产业链提供智能支持，推动“AI+硬科技”融合发展。
曦望（Sunrise）作为AI推理专用GPU芯片公司，在成立一年内完成近30亿元融资，创国内AI芯片初创企业早期融资纪录。此轮融资汇聚产业资本、头部VC/PE及国家级基金，显示市场对其技术及国产替代前景的认可。投资方包括三一集团旗下华胥基金等，凸显高端制造与AI芯片的战略协同。
宿迁打造AI玩具产业带，京东推出JoyInside软硬件一体化方案，提升智能硬件互动体验，已与40多家品牌合作，终端交互频次提升120%。
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Xai
$1.4
Input tokens/M
$3.5
Output tokens/M
2k
Context Length
Anthropic
$105
$525
200
Google
$0.7
$2.8
1k
$7
$35
$2.1
$17.5
$21
Alibaba
-
Baidu
128
$6
$24
256
Bytedance
$1.2
$3.6
4
$2
$3.9
$15.2
64
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