IDC报告显示，2026年上半年英伟达在中国数据中心AI芯片市场份额降至34%。美国出口管制限制其供应，中国本土厂商借机扩张。1至6月，英伟达在华AI加速器出货量仅67.8万颗，同比降44%。CEO黄仁勋多次批评华盛顿限令，称政策迫使英伟达让出中国这个价值500亿美元的市场。
2026云栖大会上，阿里平头哥发布国产AI芯片真武V900，算力较上代M890提升3倍，单一集群可扩展至50万卡，支撑前沿AI模型训练与推理。阿里称芯片产品线成熟，年出货量将大幅提升。吴泳铭透露，自研M890超节点已具备支撑2万亿参数大模型推理能力。
据Counterpoint报告，智能眼镜仍小众但增速加快，2026上半年全球AI眼镜出货量同比增263%。多数产品无AR屏，靠扬声器和麦克风交互；以Meta雷朋为代表的无屏幕AI眼镜占主流，AR显示眼镜增速更猛。
雷鸟创新发布全新iO系列，首款雷鸟iO定位“人类增强AI眼镜”，售价2499元，首发1996元起，支持0至1000度近视配镜，已在京东、天猫、抖音及线下渠道开售。2026年一季度雷鸟居中国及全球AR眼镜出货量第一。新品采用双目显示与蓝湖光波导，OC区透过率93%，非显示区超98%。
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