AI浪潮推動算力需求激增，導致硬件供需失衡。封測領域因AI芯片需求及成本上漲而提價，存儲產業也面臨供應緊張和價格波動，行業正經歷深刻變革。
OpenAI承諾數據中心全額承擔能源成本，並嚴格限制用水，以緩解社區對公用事業費用上漲的擔憂。此舉迴應了AI大模型對算力需求激增引發的能耗與環境影響討論。
智譜AI因GLM-4.7上線後用戶激增導致算力緊張，宣佈對GLM Coding Plan限量發售以保障存量用戶體驗。高峯期併發限流，顯示國產大模型需求旺盛。
全球AI服務器市場迎來爆發期，預計2026年出貨量同比增長28.3%，整體服務器市場增速達12.8%。增長動力正從模型訓練轉向推理應用，推動通用服務器需求顯著提升。
Anthropic
$21
輸入tokens/百萬
$105
輸出tokens/百萬
200
上下文長度
Openai
$1.75
$14
400
Iflytek
$2
-
Baichuan
4
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