硅光子初创公司Ayar Labs完成5亿美元E轮融资，由Neuberger Berman领投，英伟达、联发科等参投，旨在加速其共封装光学（CPO）技术量产。此前一天，英伟达刚向光子网络供应商注资40亿美元，显示其在光子互连领域的积极布局。核心目标是突破铜线物理极限，应对AI算力需求激增带来的数据传输瓶颈。
面壁智能获数亿元融资，中国电信领投，中信金石等跟投。双方将深化合作，结合电信的云算力、网络资源与面壁智能的算法经验，共同拓展AI在司法、汽车、教育等复杂场景的应用。
苹果正加速研发代号“Baltra”的自研AI服务器芯片，预计2027年投入使用，旨在减少对英伟达的依赖。该项目与博通合作，专注于核心网络传输技术，标志着苹果向算力基础设施领域深化垂直整合战略。
谷歌发布最强AI模型Gemini3系列，超越OpenAI引发关注，股价大涨。谷歌云AI负责人称，未来4-5年计划在同等成本能耗下提升算力、存储和网络能力。
Anthropic
$21
Input tokens/M
$105
Output tokens/M
200
Context Length
Iflytek
$2
-
Alibaba
$0.3
32
Baichuan
4
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