Anthropic将百亿美元计算订单交给成立仅数月的Volta，打破以往必属亚马逊、微软、谷歌的格局。过去云巨头握有土地、电力和雄厚资金，但如今资金充裕，电力成为真正瓶颈，三大厂商新建数据中心的供电速度并不比新入局者更快，于是订单花落Volta。
谷歌因全球算力短缺限制Meta访问顶级AI模型Gemini，此前该模型是Meta自动化安全审核的核心，高效处理诈骗和有害内容检测。此举凸显云计算能力瓶颈正影响科技巨头关键业务。
因全球云计算能力持续短缺，谷歌正式限制Meta对Gemini模型的访问。该模型原为Meta审核核心，用于诈骗和有害内容过滤，效果优于自家Llama。尽管谷歌云单季营收达200亿美元，基础设施扩张仍不敌AI推理需求的爆发式增长。
全球芯片产能紧张背景下，谷歌计划与三星合作生产新一代AI专用芯片“冰鱼”（第十代TPU），用于云数据中心。该芯片采用分工模式：核心计算引擎由台积电以1.4纳米制程制造，内存输入输出裸片则交由三星负责。此举旨在缓解对台积电的依赖。
Anthropic
$21
Input tokens/M
$105
Output tokens/M
200
Context Length
Google
$0.7
$2.8
1k
-
Alibaba
$2
32
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