Anthropic与博通达成合作，将采购近100万颗TPU v7p芯片，用于自建AI基础设施。此举绕过了谷歌，直接向芯片制造商采购，仅让谷歌作为IP授权方参与。这标志着AI公司正寻求摆脱对云巨头的依赖，构建自主算力体系。
英伟达以约200亿美元获得AI芯片初创公司Groq的技术非独家授权，其核心团队已加入英伟达，此举被视为规避监管的“变相收购”。交易金额达Groq估值三倍，旨在战略防御谷歌TPU的竞争威胁，巩固市场地位。
谷歌正推进“TorchTPU”计划，旨在提升其TPU芯片对PyTorch框架的兼容性，以降低开发者从英伟达GPU迁移至谷歌TPU的成本。此举意在挑战英伟达在AI芯片领域的统治地位，打破PyTorch与英伟达CUDA的深度绑定。
谷歌从自用芯片转向对外销售，推出TPUv7“铁木”处理器，直接挑战英伟达市场地位。此举已促使AI计算价格下降，改变以往仅内部使用的策略，积极拓展第三方销售，意图抢占市场份额。
Openai
$0.63
Input tokens/M
$3.15
Output tokens/M
131
Context Length
Chatglm
$8
$16
128
$2
Alibaba
-
Tencent
$3
$9
16
Baidu
32
Google
$0.14
$0.28
$0.35
$0.7
$1.4
Deepseek
$1
8
$1.05
$4.2
1k
$0.1
$0.4
$100
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