苹果被曝推进自研企业级AI服务器及芯片，其中一款芯片或基于M7 Ultra开发，预计2029年发布，将与英伟达竞争。服务器计划分两种版本：基础版搭载两颗M8 Ultra芯片，高配版搭载四颗。此前消息称，苹果正筹划采用自研AI芯片的企业级服务器。
DeepSeek已聘请中信证券筹备科创板上市，计划年内递交IPO申请、明年挂牌。募资将主要用于扩大算力基础设施、加大前沿大模型与芯片自研投入，并强化核心研发人才激励。
英伟达拟以129亿美元收购开源AI平台Hugging Face，其年营收约1.5亿美元、接近盈利，出价约为年收入80倍。闭源实验室正降低对英伟达硬件依赖，OpenAI联手博通自研芯片。英伟达已承诺五年投260亿美元发展开源模型，意在抢占生态。
亚马逊与英伟达宣布深化合作，未来两年为AWS新增部署200万颗英伟达GPU，涵盖Blackwell Ultra、Rubin及Rubin Ultra，用于大模型训练与推理，2027至2028年陆续上线。自研芯片并行，但英伟达仍主导。五个月前承诺超100万颗，需求超预期使订单翻倍。消息在英伟达财报电话会披露。
Meta自研的下一代AI训练和推理加速芯片
Anthropic
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Context Length
Xai
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Bytedance
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Google
-
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Openai
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Stepfun
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Shanghai-ai-lab
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Baidu
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