当AI巨头聚焦大模型时，一场算力效率革命已悄然开启。顶尖开源推理引擎vLLM团队宣布成立AI基础设施公司Inferact，旨在为AI推理领域建立新秩序。这不仅是技术跃迁，更是AI迈向实用化的重要一步，已引发资本市场高度关注。
随着AI成为企业必备工具，构建专属算力基础设施成为趋势。越来越多企业选择自建本地AI工作站，而非依赖云端API，主要出于数据安全、成本控制和业务稳定性的考量。自建硬件投入通常可在1.5至2.5年内收回成本，经济性优势明显。企业需根据任务复杂度匹配不同规模的算力方案。
微软CEO纳德拉在达沃斯论坛提出，AI的“token”正成为新型全球商品，其能源成本将直接影响各国GDP增长。这意味着AI竞争已上升到国家能源战略与基础设施层面，算力成为由电力驱动的实体资源，决定地区经济潜力。
胡润研究院发布《2025胡润中国人工智能企业50强》，寒武纪以6300亿元价值位居榜首，较去年增长1.6倍。摩尔线程、沐曦股份分列二、三位。前十名中七家为AI芯片企业，凸显算力基础设施在AI大模型时代的关键地位。
Anthropic
$21
Input tokens/M
$105
Output tokens/M
200
Context Length
Iflytek
$2
-
Baichuan
4
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