英偉達以約200億美元獲得AI芯片初創公司Groq的技術非獨家授權，其核心團隊已加入英偉達，此舉被視爲規避監管的“變相收購”。交易金額達Groq估值三倍，旨在戰略防禦谷歌TPU的競爭威脅，鞏固市場地位。
谷歌正推進“TorchTPU”計劃，旨在提升其TPU芯片對PyTorch框架的兼容性，以降低開發者從英偉達GPU遷移至谷歌TPU的成本。此舉意在挑戰英偉達在AI芯片領域的統治地位，打破PyTorch與英偉達CUDA的深度綁定。
谷歌從自用芯片轉向對外銷售，推出TPUv7“鐵木”處理器，直接挑戰英偉達市場地位。此舉已促使AI計算價格下降，改變以往僅內部使用的策略，積極拓展第三方銷售，意圖搶佔市場份額。
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。
Openai
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輸入tokens/百萬
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輸出tokens/百萬
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上下文長度
Chatglm
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Deepseek
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