摩根士丹利研报显示，谷歌计划对外销售TPU芯片，目标2027年出货100万颗，其中50万颗预计为云业务带来130亿美元增量收入，占云收入11%，提升EPS约3%。消息推动Alphabet股价月涨近20%，跑赢纳指。谷歌正从自用转向对外销售模式，Meta为首批重点客户。
蔚来2025年Q3财报显示，交付量87,071台，同环比增40.8%和20.8%，营收217.9亿元，均创新高。CEO李斌强调聚焦汽车主业，暂不涉足AI与机器人，但关注自研芯片赋能第三方。面对中国年销3000万辆市场，蔚来份额仅1%多，需专注提升产品与销量，目标2026年实现突破。
理想汽车2025年第三季度财报显示，总营收274亿元，同比下滑36.2%；净亏损6.244亿元，去年同期为盈利28亿元。管理层在电话会议中强调，公司正加速自动驾驶和AI领域转型，自研AI推理芯片M100取得关键进展，预示未来战略调整。
字节跳动加速VR硬件自研与高端化，旗下PICO品牌计划2026年推出新一代头显，搭载全链路自研专用芯片。该芯片于2022年立项，2024年完成回片并进入量产，指标达标，核心优势为低延迟性能。
Meta自研的下一代AI训练和推理加速芯片
Anthropic
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Xai
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Baidu
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