博通CEO陈福阳预测，到2027年公司AI芯片收入将大幅超过1000亿美元，推动股价盘后涨超5%。他表示，大客户定制芯片需求强劲回升，且供应链已获保障。
Meta正研发定制芯片，目标是独立支撑未来AI模型训练。尽管近期采购了英伟达和AMD的芯片，但Meta仍推进自研计划，以降低对外部供应商的依赖。
英伟达将发布专为推理计算设计的新处理器，整合Groq技术，应对AI智能体爆发带来的芯片需求从模型训练转向高效任务响应的市场变化。
全球科技巨头正掀起AI基础设施“烧钱大战”，亚马逊、谷歌、Meta和微软预计2026年资本支出将达6600亿美元，主要用于建设数据中心、购买高性能芯片和研发定制硬件。
Tencent
$3
Input tokens/M
$9
Output tokens/M
16
Context Length
Baidu
-
32
Alibaba
$2
128
$0.1
$0.4
Chatglm
$100
Baichuan
4
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