Anthropic與博通達成合作，將採購近100萬顆TPU v7p芯片，用於自建AI基礎設施。此舉繞過了谷歌，直接向芯片製造商採購，僅讓谷歌作爲IP授權方參與。這標誌着AI公司正尋求擺脫對雲巨頭的依賴，構建自主算力體系。
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。
Openai
$0.63
輸入tokens/百萬
$3.15
輸出tokens/百萬
131
上下文長度
Chatglm
$8
$16
128
$2
Alibaba
-
Tencent
$3
$9
16
Baidu
32
Google
$0.14
$0.28
$0.7
$1.4
$0.35
Deepseek
$1
8
$1.05
$4.2
1k
$0.1
$0.4
$100
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