Meta发布新一代自研AI芯片MTIA3，旨在减少对外部算力依赖。该芯片专为推荐系统和推理任务定制，在内部测试中，其推理效能已超越英伟达H100。
Meta计划在2027年底前部署四代自研AI芯片，以减少对英伟达等外部供应商的依赖，为AI业务提供定制化算力支持，以在全球AI竞赛中掌握主动权。
博通CEO陈福阳预测，到2027年公司AI芯片收入将大幅超过1000亿美元，推动股价盘后涨超5%。他表示，大客户定制芯片需求强劲回升，且供应链已获保障。
Meta正研发定制芯片，目标是独立支撑未来AI模型训练。尽管近期采购了英伟达和AMD的芯片，但Meta仍推进自研计划，以降低对外部供应商的依赖。
Tencent
$3
输入tokens/百万
$9
输出tokens/百万
16
上下文长度
Baidu
-
32
Alibaba
$2
128
$0.1
$0.4
Chatglm
$100
Baichuan
4
%20--%3e%3cdefs%3e%3cstyle%3e%20.st0%20{%20fill:%20%23061b40;%20}%20.st1%20{%20fill:%20%23306af1;%20}%20.st2%20{%20fill:%20%235ce5cf;%20}%20%3c/style%3e%3c/defs%3e%3cg%3e%3cpath%20class='st0'%20d='M55,10.5h9v3h-9v9h12V7.5h-12v3ZM64,19.5h-6v-3h6v3Z'/%3e%3cpolygon%20class='st0'%20points='69%2016.5%2078%2016.5%2078%2019.5%2069%2019.5%2069%2022.5%2081%2022.5%2081%2013.5%2072%2013.5%2072%2010.5%2081%2010.5%2081%207.5%2069%207.5%2069%2016.5'/%3e%3cpolygon%20class='st0'%20points='95%2010.5%2095%207.5%2083%207.5%2083%2022.5%2095%2022.5%2095%2019.5%2086%2019.5%2086%2016.5%2095%2016.5%2095%2013.5%2086%2013.5%2086%2010.5%2095%2010.5'/%3e%3cpath%20class='st0'%20d='M40,1.5v21h11.6l1.4-1.4v-7.6h0c0,0-1.4-1.5-1.4-1.5l1.4-1.4V2.9l-1.4-1.4h-11.6ZM50,19.5h-7v-6h7v6ZM50,10.5h-7v-6h7v6Z'/%3e%3c/g%3e%3cpath%20class='st1'%20d='M23.1,24L14.7,4.8l-4.9,11.2h3.8l-1.8,4H3.3L12.1,0H2C.9,0,0,.9,0,2v20c0,1.1.9,2,2,2h21.1Z'/%3e%3cpath%20class='st2'%20d='M34,0h-16.8l10.6,24h6.2c1.1,0,2-.9,2-2V2C36,.9,35.1,0,34,0ZM32.5,20h-4V4h4v16Z'/%3e%3c/svg%3e)
