近日，亚马逊与英伟达宣布深化战略合作：在数月前已部署超100万枚英伟达GPU的基础上，订单量激增三倍，计划再引入200万枚GPU，涵盖Blackwell Ultra、Rubin等最新芯片。这笔跨国合作印证AI需求井喷，也将算力背后的巨额资本博弈推向台前。
AI编程助手Cursor宣布加入SpaceX，标志双方在算力与模型研发上深度融合。Cursor已从基础代码补全发展为能交付实际生产力的AI智能体，此次整合旨在应对大模型技术拓展带来的庞大算力需求。
下一代Gemini模型因内部分歧、算力紧张及审批流程繁琐，发布时间推迟两个月。尽管有自研TPU，但模型训练、云业务及消费端、企业级AI需求叠加，算力仍不足。高层已启动组织架构调整以缓解资源分配问题。
英伟达正研发万亿级开源模型Nemotron 4，意在挑战顶尖开源AI，扩大生态影响力并拉动GPU算力需求。此前其已推出多款Nemotron系列模型。
Xai
$1.4
Input tokens/M
$3.5
Output tokens/M
2k
Context Length
Anthropic
$21
$105
200
Alibaba
-
$2
256
Bytedance
Baidu
Tencent
Openai
$1.75
$14
400
$525
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