微軟發佈新一代AI推理芯片Maia200，性能大幅提升，能效比和成本優勢顯著。芯片採用先進製程，集成超千億晶體管，算力達Petaflops級別。
微軟推出第二代自研AI芯片Maia200，旨在提升Azure雲服務AI推理效率，減少對英偉達GPU的依賴。該芯片由臺積電代工，已開始向愛荷華州數據中心發貨，後續將部署至鳳凰城地區。微軟高管稱其爲公司“最高效的推理系統”，將優先供內部超級AI團隊使用。
曦望（Sunrise）作爲AI推理專用GPU芯片公司，在成立一年內完成近30億元融資，創國內AI芯片初創企業早期融資紀錄。此輪融資匯聚產業資本、頭部VC/PE及國家級基金，顯示市場對其技術及國產替代前景的認可。投資方包括三一集團旗下華胥基金等，凸顯高端製造與AI芯片的戰略協同。
國產AI芯片與大模型協同優化取得重要進展。摩爾線程與硅基流動基於國產GPU MTT S5000，成功完成對千億參數大模型DeepSeek V3 671B的深度適配。通過應用FP8低精度推理技術，實現單卡預填充吞吐量超4000 tokens/秒，解碼吞吐量超1000 tokens/秒，推理速度已接近國際主流高端AI加速器水平。
Meta自研的下一代AI訓練和推理加速芯片
Anthropic
$7
輸入tokens/百萬
$35
輸出tokens/百萬
200
上下文長度
Google
$2.1
$17.5
1k
$21
$105
$0.7
$2.8
Alibaba
$6
$24
256
Baidu
-
128
$2
Bytedance
$0.8
32
Deepseek
$4
$12
Tencent
$1
$54
$163
$1.6
Openai
$0.4
$15
$525
Huawei
%20--%3e%3cdefs%3e%3cstyle%3e%20.st0%20{%20fill:%20%23061b40;%20}%20.st1%20{%20fill:%20%23306af1;%20}%20.st2%20{%20fill:%20%235ce5cf;%20}%20%3c/style%3e%3c/defs%3e%3cg%3e%3cpath%20class='st0'%20d='M55,10.5h9v3h-9v9h12V7.5h-12v3ZM64,19.5h-6v-3h6v3Z'/%3e%3cpolygon%20class='st0'%20points='69%2016.5%2078%2016.5%2078%2019.5%2069%2019.5%2069%2022.5%2081%2022.5%2081%2013.5%2072%2013.5%2072%2010.5%2081%2010.5%2081%207.5%2069%207.5%2069%2016.5'/%3e%3cpolygon%20class='st0'%20points='95%2010.5%2095%207.5%2083%207.5%2083%2022.5%2095%2022.5%2095%2019.5%2086%2019.5%2086%2016.5%2095%2016.5%2095%2013.5%2086%2013.5%2086%2010.5%2095%2010.5'/%3e%3cpath%20class='st0'%20d='M40,1.5v21h11.6l1.4-1.4v-7.6h0c0,0-1.4-1.5-1.4-1.5l1.4-1.4V2.9l-1.4-1.4h-11.6ZM50,19.5h-7v-6h7v6ZM50,10.5h-7v-6h7v6Z'/%3e%3c/g%3e%3cpath%20class='st1'%20d='M23.1,24L14.7,4.8l-4.9,11.2h3.8l-1.8,4H3.3L12.1,0H2C.9,0,0,.9,0,2v20c0,1.1.9,2,2,2h21.1Z'/%3e%3cpath%20class='st2'%20d='M34,0h-16.8l10.6,24h6.2c1.1,0,2-.9,2-2V2C36,.9,35.1,0,34,0ZM32.5,20h-4V4h4v16Z'/%3e%3c/svg%3e)
