英伟达重组云业务团队，战略重心转向内部AI开发，不再与亚马逊AWS等大型云服务商直接竞争。新任高管Alexis Black Bjorlin将推动团队整合，原数百人团队并入公司内部。
亚马逊为应对AI领域竞争，宣布高层人事调整：AGI部门负责人罗希特·普拉萨德将离职，由资深高管彼得·德桑蒂斯接任，以强化AI战略布局。
微软计划四年内向印度投资175亿美元，用于扩展AI与云计算业务，包括新建数据中心、部署AI设施及数字技能培训，以助力印度成为全球科技中心。这是微软在亚洲最大投资，旨在抓住印度庞大的互联网用户市场机遇。
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。
Anthropic
$7
Input tokens/M
$35
Output tokens/M
200
Context Length
Alibaba
-
Baidu
128
$2
256
32
$1.6
$4
$15
1k
Huawei
Bytedance
$0.8
$8
$1.8
$5.4
16
$2.4
$12
8
$0.5
$10
$0.2
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