苹果自研AI服务器芯片Baltra因AI性能不足延后，恐难2026年推出。该芯片基于M2 Ultra改造，但苹果长期专注移动低功耗设计，与服务器所需的高功耗、高并发需求存在根本矛盾，凸显转型困境。
Anthropic启动自研AI芯片早期筹备，正与三星洽谈制造合作。团队正规划芯片功能定位、算力规格及服务器集群部署架构，标志着大模型竞争向硬件底层延伸。
MWC26上海闭幕，服务器供需矛盾成焦点。联想待交付AI服务器订单约1500亿元，持续供不应求，彰显AI算力高景气。但芯片供应紧张导致交付积压，折射行业痛点与机遇。
阿里云在2026年5月20日峰会上宣布全面升级至“智能体时代”技术体系，重构芯片、云平台、模型到推理的完整链路，从服务人类转向支撑智能体全天候运行的“AI工厂”。核心底座包括平头哥真武M890芯片及超节点服务器，实现训推一体化，为海量智能体提供高效、持续的计算支持。
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