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。
摩根士丹利研报显示，谷歌计划对外销售TPU芯片，目标2027年出货100万颗，其中50万颗预计为云业务带来130亿美元增量收入，占云收入11%，提升EPS约3%。消息推动Alphabet股价月涨近20%，跑赢纳指。谷歌正从自用转向对外销售模式，Meta为首批重点客户。
Openai
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Output tokens/M
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Context Length
Chatglm
$8
$16
128
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Alibaba
-
Tencent
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Baidu
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Google
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$0.28
$0.35
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Deepseek
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8
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1k
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