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2026年第二季度，AI眼镜赛道热度升温，行业从“百镜混战”转向精耕细作。谷歌预告秋季推出首款AI眼镜，多家厂商密集发布新品，AI眼镜被视为继智能手机后的新“计算入口”。产业链上游的光学显示和主控芯片成为核心价值高地。IDC预测，2026年中国智能眼镜市场将迎来规模化拐点。
谷歌发布全新AI笔记本平台Googlebook，标志着个人计算设备从传统操作系统向“以模型为核心”的底层逻辑转变。该平台将大模型Gemini深度整合至系统层级，构建AI驱动的动态计算环境。核心创新在于将Gemini能力嵌入鼠标指针，通过感应光标移动与停留，实时分析屏幕内容并主动响应，颠覆了传统人主导应用的交互模式。
芯片制造商Marvell Technology宣布以32.5亿美元现金和股票收购初创公司Celestial AI，交易总额最高可达55亿美元。此举旨在获取Celestial AI的光子互联技术，增强Marvell在AI数据中心连接领域的竞争力，以应对英伟达和博通等巨头的竞争，并满足日益增长的AI计算需求。
Openai
$7.7
Input tokens/M
$30.8
Output tokens/M
200
Context Length
Anthropic
$21
$105
Tencent
$1
$4
32
Alibaba
$0.75
-
256
$1.75
$14
400
Google
$0.5
$2
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