谷歌在Cloud Next 26大會上發佈“代理企業”核心基礎設施，全面重塑AI架構，推動競爭進入以自主智能體爲核心的生產力時代。關鍵更新包括：首次將第八代TPU拆分爲專用訓練版本TPU8t和推理優化版本TPU8i，實現底層算力的“拆分”與“規模”革命。
Meta與谷歌達成數十億美元協議，租用谷歌自研TPU開發AI模型，挑戰英偉達在AI芯片市場的統治地位。此前Meta一直依賴英偉達GPU，近期還宣佈購買數百萬個英偉達和AMD的GPU。
AI芯片初創公司MatX完成5億美元B輪融資，獲半導體巨頭及頂尖投資機構支持。其核心產品MatX One芯片成爲公司發展的關鍵武器，推動大模型算力競賽向更底層芯片領域深入。
AI芯片公司MatX完成5億美元B輪融資，由Jane Street和Situational Awareness領投。公司由前谷歌TPU核心工程師創立，專注於AI芯片研發，旨在提升大模型訓練效率。
Google
$0.7
輸入tokens/百萬
$2.8
輸出tokens/百萬
1k
上下文長度
$2.1
$17.5
Openai
$0.63
$3.15
131
Chatglm
$8
$16
128
$2
Alibaba
-
$140
$280
32
$8.75
$70
$1.4
$0.14
$0.28
$0.35
Deepseek
$1
8
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