一行GitHub公开代码意外暴露Anthropic芯片布局。AMD AI业务高管提交的代码中，留下Anthropic将作为其客户的痕迹。行业分析机构SemiAnalysis指出，这虽非官方披露，却释放出明确信号：Anthropic正主动拓宽算力供应链，不再依赖单一芯片供应商。
Mistral AI CEO访韩会晤三星高层，双方探讨AI芯片供应链与技术合作，欧洲AI企业寻求稳定芯片供应以满足算力需求。
马斯克宣布SpaceX与特斯拉将在奥斯汀建设专用芯片制造中心“Terafab”，以垂直整合供应链，满足人工智能与机器人技术对半导体的爆发式需求。
博通CEO陈福阳预测，到2027年公司AI芯片收入将大幅超过1000亿美元，推动股价盘后涨超5%。他表示，大客户定制芯片需求强劲回升，且供应链已获保障。
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