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。
Meta发布新一代自研AI芯片MTIA3，旨在减少对外部算力依赖。该芯片专为推荐系统和推理任务定制，在内部测试中，其推理效能已超越英伟达H100。
Meta计划在2027年底前部署四代自研AI芯片，以减少对英伟达等外部供应商的依赖，为AI业务提供定制化算力支持，以在全球AI竞赛中掌握主动权。
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。
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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