OpenAI计划融资1000亿美元以支持AI业务发展，英伟达考虑追加投资300亿美元。作为关键芯片供应商，英伟达的算力是OpenAI模型训练的核心支撑。
马斯克旗下xAI公司启动全球首个吉瓦级AI训练集群“Colossus2”，用于驱动Grok聊天机器人。该超级计算机占地约13个足球场，配备10万块英伟达H100芯片，标志着AI算力竞赛进入新阶段。
华硕推出UGen300 AI加速卡，采用USB接口设计，无需拆机或占用PCIe插槽，通过USB 3.1 Gen2线缆即可为PC、工控机等设备提供40 TOPS的本地AI推理能力。核心搭载Hailo-10H NPU芯片，功耗仅2.5瓦，板载8GB内存，支持直接运行大型预训练模型。
在2025年AWS re:Invent大会上，亚马逊云科技发布了新一代AI训练芯片Trainium3。该芯片采用3纳米制程，性能较上一代提升4倍，内存容量也增加4倍，能效提高40%，显著增强了高负载AI训练和推理能力。
Meta自研的下一代AI训练和推理加速芯片
Alibaba
-
Input tokens/M
Output tokens/M
Context Length
$6
$24
256
$2
Moonshot
$4
$16
Bytedance
Baidu
32
Tencent
Anthropic
$105
$525
200
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