據臺媒鉅亨網援引分析報告，谷歌計劃2028年部署1200萬至1500萬顆自研TPU v9 AI加速芯片，同期英偉達AI GPU出貨約1240萬顆，谷歌有望在出貨量上超越。TPU是谷歌定製ASIC芯片，從不外售，此舉旨在降低對英偉達算力的依賴和成本。
谷歌正研發代號Frozen v2的AI芯片，將Gemini模型的架構直接固化在硅片中，以省去部分算力與數據搬運，提升推理效率。與最新通用TPU相比，該芯片有望實現更高的能效比，更經濟地運行大模型。
谷歌自研TPU轉型對外商用，聯手博通爲Anthropic等客戶提供AI基礎設施，直擊英偉達86%市場份額。憑藉成本與系統優勢，商業化進程加速，重塑AI芯片競爭格局。
全球芯片產能緊張背景下，谷歌計劃與三星合作生產新一代AI專用芯片“冰魚”（第十代TPU），用於雲數據中心。該芯片採用分工模式：核心計算引擎由臺積電以1.4納米制程製造，內存輸入輸出裸片則交由三星負責。此舉旨在緩解對臺積電的依賴。
Openai
$0.63
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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8
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1k
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