博通總裁陳福陽預測，隨着大模型廠商算力爭奪白熱化，Anthropic與OpenAI將超越谷歌，成爲博通AI ASIC業務前兩大核心客戶。其中Anthropic預計2027至2028年成長爲最大XPU定製芯片客戶，OpenAI緊隨其後列第二。
英偉達與聯發科宣佈深化合作，覆蓋AI基礎設施、本地AI計算與汽車領域，共建下一代AI計算平臺。英偉達投資35億美元聯發科可轉債。聯發科將採用NVLink Fusion平臺，爲超大規模企業、雲服務商等提供定製XPU，接入英偉達AI工廠。
高通宣佈收購AI軟件公司Modular，交易預計2026年下半年完成，需滿足成交條件及監管批准。Modular專注爲不同架構AI XPU提供高效軟件棧，其AI原生平臺性能業界領先。此舉有助高通強化跨硬件生態的軟件能力。
芯片巨頭博通聯合阿波羅及黑石成立AI XPV平臺，投入巨資構建下一代算力基礎設施，支持前沿AI實驗室。博通提供定製化XPU及先進網絡方案，滿足大模型訓練需求。
Openai
$0.63
輸入tokens/百萬
$3.15
輸出tokens/百萬
131
上下文長度
Alibaba
-
Google
$0.7
$1.4
$0.14
$0.28
$0.35
Deepseek
$1
8
$2
128
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