芯片制造商Marvell Technology宣布以32.5亿美元现金和股票收购初创公司Celestial AI，交易总额最高可达55亿美元。此举旨在获取Celestial AI的光子互联技术，增强Marvell在AI数据中心连接领域的竞争力，以应对英伟达和博通等巨头的竞争，并满足日益增长的AI计算需求。
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2025年初，特朗普关税压力影响全球科技公司。10月起，市场担忧AI泡沫，投资者对高估值AI企业转趋谨慎。软银集团作为AI投资巨头，股价在10月31日至11月26日暴跌40%，市值蒸发近500亿美元。此次动荡由多重因素共同引发，非单一事件所致。
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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
-
$6
$24
256
Baidu
128
Bytedance
$1.2
$3.6
4
$2
$3.9
$15.2
64
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