塔塔通讯26日公布大基建计划：拟投4至4.5亿美元（约26.7亿至30.1亿元人民币），在印度建连接关键AI数据中心的“AI就绪型”高速低延迟网络走廊。项目分三阶段，新铺1万公里长途光纤，为全球客户在印算力布局打网络地基。首阶段先打通孟买—浦那—海得拉巴—金奈一线。
AI驱动数据中心建设在美国遇公众强烈反对。研究显示，今年二季度约680亿美元项目延期或受阻，一季度达1300亿，反对已覆盖半数项目。Data Center Watch称二季度共45个数据中心开发项目遭阻挠或延。
马斯克称，SpaceXAI数据中心电力容量将在2027年底前扩大约7倍至10GW，AI算力基建近乎指数级增长；其已建成“全球最强AI训练集群”，并计划明年底前将集群规模提升至当前约10倍。
人工智能基建投资再掀热潮。数据中心开发商Nexus Data Centers正就150亿美元融资深入谈判，用于支持AI公司Anthropic在得州兴建大型数据中心。谷歌扮演关键角色：既提供融资担保，又供应芯片，并将在Anthropic无力支付租金与电费时接手相关义务，凸显巨头对AI算力基建的战略押注。
Openai
-
Input tokens/M
Output tokens/M
Context Length
Anthropic
$105
$525
200
$21
Google
$0.7
$2.8
1k
Alibaba
$6
$24
256
$8
$240
52
Moonshot
$4
$16
Baidu
32
$8.75
$70
400
$1.75
$14
$0.35
Tencent
24
Xai
Huawei
128
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