OpenAI CEO奥特曼宣布将全栈自研人形机器人等本体，并研发数据中心特种机器人，相关业务整合为OpenAI Robotics团队，由拉梅什领导。规划短期协助技术工人建设基础设施，远期普及全能个人助手，深化软硬件协同；同时加速布局AI硬件生态。
9月2日，腾讯WorkBuddy开放平台上线，首批引入超百家生态伙伴，面向智能硬件、行业应用与开发者开放底层Agent能力，系国内首个打通硬件、应用、开发者三层生态的AI Agent开放平台，并首次披露开放生态战略。现场9款联名智能硬件首发，合作方包括Plaud、乐奇Rokid、影石、科大讯飞等。
英伟达拟以129亿美元收购开源AI平台Hugging Face，其年营收约1.5亿美元、接近盈利，出价约为年收入80倍。闭源实验室正降低对英伟达硬件依赖，OpenAI联手博通自研芯片。英伟达已承诺五年投260亿美元发展开源模型，意在抢占生态。
谷歌正秘密研发专用芯片Frozen v2，应对AI算力压力。该芯片将Gemini大模型底层计算逻辑直接固化于硬件，性能功耗比预计可达现役自研芯片的6至10倍。这种软硬融合的设计从架构上重塑算力生态，意在显著提升运算效率。
Alibaba
-
Input tokens/M
Output tokens/M
Context Length
Bytedance
$0.8
$2
128
$0.15
$1.5
256
Baidu
Tencent
Anthropic
$105
$525
200
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