谷歌母公司Alphabet计划发行约200亿美元债券，以支持其2026年高达1850亿美元的资本开支预算。资金将重点投向AI芯片、数据中心和云计算等AI基础设施领域，以应对全球AI竞争。
英伟达回应谷歌AI进展，强调自身在AI基础设施领域的核心地位，称其是唯一能运行所有主流AI模型、覆盖云端到边缘计算的全平台，领先行业约一代。黄仁勋指出，英伟达通用GPU在性能、灵活性和可替代性上优于专用AI芯片。
谷歌推出“私有AI计算”云端系统，通过隔离环境运行AI任务，确保用户数据安全，连谷歌自身也无法访问。该系统基于现有隐私框架，利用TPU技术，旨在革命性保护AI处理中的数据隐私。
谷歌计划在澳大利亚圣诞岛建设大型AI数据中心，此举紧随与澳国防部云计算协议签署。该岛距印尼约350公里，虽未公布规模、成本及用途细节，但军事专家认为其可能成为监控中国潜艇及海军活动的前沿基地，引发广泛关注。
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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