OpenAI与微软更新了AI合作协议，这是2025年以来第三次重大调整。核心变化是打破排他性限制：OpenAI获准向全球所有云服务商提供全线产品，不再局限于微软。此举重塑了双方利益分配与合作边界，标志着两家科技巨头关系进入新阶段。
谷歌正与Marvell合作开发两款定制AI芯片，旨在减少对英伟达的依赖，强化自身云服务竞争力。此举凸显科技巨头在算力领域的激烈竞争。
2026年3月3日，马云携阿里巴巴与蚂蚁集团核心管理层集体访问杭州云谷学校，与校方探讨AI时代的教育变革。随行高管包括蔡崇信、吴泳铭、邵晓锋、蒋凡、井贤栋、韩歆毅等，两大巨头核心团队罕见齐聚。
亚马逊宣布投资120亿美元在路易斯安那州建设数据中心园区，首次在该州大规模布局。新数据中心将位于卡多教区和博西尔教区，旨在满足生成式人工智能和云计算日益增长的算力需求，凸显科技巨头间的算力竞争。
TwelveLabs是被领先研究人员认可为视频理解中性能最出色的人工智能，超越了云计算巨头和开源模型的基准。
Anthropic
$7
Input tokens/M
$35
Output tokens/M
200
Context Length
Alibaba
-
Baidu
128
$2
256
32
$1.6
$4
$15
1k
Huawei
$1.8
$5.4
16
$2.4
$12
8
$0.5
$10
$0.8
$0.2
%20--%3e%3cdefs%3e%3cstyle%3e%20.st0%20{%20fill:%20%23061b40;%20}%20.st1%20{%20fill:%20%23306af1;%20}%20.st2%20{%20fill:%20%235ce5cf;%20}%20%3c/style%3e%3c/defs%3e%3cg%3e%3cpath%20class='st0'%20d='M55,10.5h9v3h-9v9h12V7.5h-12v3ZM64,19.5h-6v-3h6v3Z'/%3e%3cpolygon%20class='st0'%20points='69%2016.5%2078%2016.5%2078%2019.5%2069%2019.5%2069%2022.5%2081%2022.5%2081%2013.5%2072%2013.5%2072%2010.5%2081%2010.5%2081%207.5%2069%207.5%2069%2016.5'/%3e%3cpolygon%20class='st0'%20points='95%2010.5%2095%207.5%2083%207.5%2083%2022.5%2095%2022.5%2095%2019.5%2086%2019.5%2086%2016.5%2095%2016.5%2095%2013.5%2086%2013.5%2086%2010.5%2095%2010.5'/%3e%3cpath%20class='st0'%20d='M40,1.5v21h11.6l1.4-1.4v-7.6h0c0,0-1.4-1.5-1.4-1.5l1.4-1.4V2.9l-1.4-1.4h-11.6ZM50,19.5h-7v-6h7v6ZM50,10.5h-7v-6h7v6Z'/%3e%3c/g%3e%3cpath%20class='st1'%20d='M23.1,24L14.7,4.8l-4.9,11.2h3.8l-1.8,4H3.3L12.1,0H2C.9,0,0,.9,0,2v20c0,1.1.9,2,2,2h21.1Z'/%3e%3cpath%20class='st2'%20d='M34,0h-16.8l10.6,24h6.2c1.1,0,2-.9,2-2V2C36,.9,35.1,0,34,0ZM32.5,20h-4V4h4v16Z'/%3e%3c/svg%3e)
