摩根士丹利研報顯示，谷歌計劃對外銷售TPU芯片，目標2027年出貨100萬顆，其中50萬顆預計爲雲業務帶來130億美元增量收入，佔雲收入11%，提升EPS約3%。消息推動Alphabet股價月漲近20%，跑贏納指。谷歌正從自用轉向對外銷售模式，Meta爲首批重點客戶。
蔚來2025年Q3財報顯示，交付量87,071臺，同環比增40.8%和20.8%，營收217.9億元，均創新高。CEO李斌強調聚焦汽車主業，暫不涉足AI與機器人，但關注自研芯片賦能第三方。面對中國年銷3000萬輛市場，蔚來份額僅1%多，需專注提升產品與銷量，目標2026年實現突破。
理想汽車2025年第三季度財報顯示，總營收274億元，同比下滑36.2%；淨虧損6.244億元，去年同期爲盈利28億元。管理層在電話會議中強調，公司正加速自動駕駛和AI領域轉型，自研AI推理芯片M100取得關鍵進展，預示未來戰略調整。
字節跳動加速VR硬件自研與高端化，旗下PICO品牌計劃2026年推出新一代頭顯，搭載全鏈路自研專用芯片。該芯片於2022年立項，2024年完成回片並進入量產，指標達標，核心優勢爲低延遲性能。
Meta自研的下一代AI訓練和推理加速芯片
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