百度旗下昆仑芯科技向港交所提交IPO申请，带动股价上涨。公司自2021年独立运营，现为国内第二大AI芯片制造商，源于2011年百度内部FPGA加速器项目，2018年推出首款自研芯片。
Anthropic与博通达成合作，将采购近100万颗TPU v7p芯片，用于自建AI基础设施。此举绕过了谷歌，直接向芯片制造商采购，仅让谷歌作为IP授权方参与。这标志着AI公司正寻求摆脱对云巨头的依赖，构建自主算力体系。
芯片制造商Marvell Technology宣布以32.5亿美元现金和股票收购初创公司Celestial AI，交易总额最高可达55亿美元。此举旨在获取Celestial AI的光子互联技术，增强Marvell在AI数据中心连接领域的竞争力，以应对英伟达和博通等巨头的竞争，并满足日益增长的AI计算需求。
ARM聘请亚马逊AI芯片主管拉米・辛诺，加速自研芯片进程。辛诺曾开发Trainium和Inferentia等AI芯片，助力大型AI应用。此举显示ARM正从单纯IP供应商向独立芯片制造商转型。
Bytedance
$0.8
Input tokens/M
$8
Output tokens/M
256
Context Length
Tencent
$3
$9
16
Baidu
-
32
$1
$10
$0.1
$0.4
128
Chatglm
$100
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