智谱GLM-5模型出海并上调价格，国产大模型首次大幅提价，释放行业商业化逻辑转变信号。调价内外有别，海外涨幅远超国内。
谷歌正测试在AI搜索和聊天机器人中直接嵌入电商购买功能，用户可在Gemini内直接下单Etsy等平台商品，并享受折扣，标志着大模型商业化从订阅转向交易佣金模式。
蚂蚁数科成立大模型技术创新部，聚焦ToB场景，旨在推动“百灵大模型”在企业市场的商业化应用，加速产业数字化进程。
月之暗面发布K2.5模型，推动Kimi全球化进程取得里程碑式进展。其海外收入首次超过国内，实现国产大模型国际商业化重大突破。模型更新后，全球付费用户数在几天内激增四倍，并在Openroute等平台热度领先。
Openai
$2.8
Input tokens/M
$11.2
Output tokens/M
1k
Context Length
Google
$0.49
$2.1
Xai
$1.4
$3.5
2k
$7.7
$30.8
200
-
Anthropic
$105
$525
$0.7
$7
$35
$17.5
$21
Alibaba
$4
$16
$1
$10
256
$2
$20
Baidu
128
$6
$24
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