英伟达发布全新CPU“Vera”，专为驱动AI智能代理时代设计，标志AI算力竞争从图形渲染转向底层架构。该芯片旨在支撑AI工厂的复杂计算，消息推动英伟达夜盘一度涨3%。
Anthropic正评估自研AI芯片，以应对2026年Claude模型需求爆发，增强算力掌控并减少对外依赖。公司年化收入已突破300亿美元，强劲业绩驱动其战略转型。
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。
OpenAI首席财务官透露公司正经历指数级增长，服务能力与计算资源高度相关。数据中心容量从2023年的0.2GW增至2024年的0.6GW，预计2025年达1.9GW，三年增长9.5倍，算力扩张直接驱动业务发展。
Anthropic
$21
Input tokens/M
$105
Output tokens/M
200
Context Length
Iflytek
$2
-
Google
$1
Baichuan
4
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