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。
国产AI芯片与大模型协同优化取得重要进展。摩尔线程与硅基流动基于国产GPU MTT S5000，成功完成对千亿参数大模型DeepSeek V3 671B的深度适配。通过应用FP8低精度推理技术，实现单卡预填充吞吐量超4000 tokens/秒，解码吞吐量超1000 tokens/秒，推理速度已接近国际主流高端AI加速器水平。
OpenAI与Cerebras合作，将部署750兆瓦的Cerebras晶圆级系统，打造全球最大AI推理平台。项目2026年启动，2028年全面投产，交易额超100亿美元。Cerebras芯片集成4万亿晶体管，面积远超传统GPU，此举显示大模型厂商正加速摆脱对传统GPU的依赖。
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。
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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