英偉達CEO黃仁勳在行業交流會上表示，季度營收逼近千億美元但增長仍在加速。管理層迴應ASIC競爭加劇及產品路線圖質疑，重申AI算力核心競爭力，並對下一代旗艦架構Rubin Ultra推遲至2028年的傳聞作出澄清。
AI推理芯片初創公司Etched近日完成融資，估值達50億美元，年銷售額突破10億美元。該公司專注爲特定任務設計的ASIC推理芯片，其成功有力驗證了推理芯片的市場潛力和強勁需求，爲全球及國內芯片設計行業注入強心針。
當地時間6月24日，OpenAI與博通聯合發佈首款定製AI推理芯片Jalapeño，該ASIC專爲大模型推理打造，標誌着其深度介入硬件架構，尋求擺脫單一算力供應依賴，開發效率驚人。
高通與字節跳動於5月26日簽署AI芯片供應合作協議。高通將爲字節跳動提供數百萬顆定製化ASIC芯片，用於支持數據中心AI工作負載及智能體軟件基礎設施。此次合作不僅是商業採購，更涉及大規模芯片供應與生產製造的深度綁定。
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