Meta与谷歌达成数十亿美元协议，租用谷歌自研TPU开发AI模型，挑战英伟达在AI芯片市场的统治地位。此前Meta一直依赖英伟达GPU，近期还宣布购买数百万个英伟达和AMD的GPU。
字节跳动正加速自研AI芯片“SeedChip”，计划今年量产至少10万颗，主要面向推理任务，以保障AI算力供应。尽管公司称相关报道“不准确”，但其今年AI采购预算已超1600亿元，半数仍用于购买英伟达芯片，反映出在推进大模型时面临的高推理成本压力。
阿里平头哥发布高端AI芯片“真武810E”，性能超越英伟达A800及主流国产GPU，与H20相当。该芯片采用自研架构和互联技术，标志着阿里AI战略“通云哥”正式成型。
2026年1月29日，阿里巴巴旗下平头哥半导体正式发布高端AI芯片“真武810E”，实现了从硬件架构到配套软件的全链路自主研发，标志着阿里AI“黄金三角”战略全面落地。该芯片已在阿里云内部实现万卡规模应用验证。
Meta自研的下一代AI训练和推理加速芯片
Anthropic
$105
输入tokens/百万
$525
输出tokens/百万
200
上下文长度
Xai
$1.4
$10.5
256
Bytedance
$4
$16
128
Google
-
$140
$280
32
Openai
$0.7
$2.8
1k
$0.35
131
Stepfun
$38
$120
16
$1
$2
Shanghai-ai-lab
8
$420
Baidu
%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)
