Alphabet二季度资本支出同比暴涨100%至449.2亿美元，年化逼近1800亿美元；营收增24%至1198亿美元，超预期。谷歌云营收飙升82%至248亿美元，运营利润率近乎翻倍，巨额算力投入正转化为强劲盈利引擎。
三星正洽谈向法国AI初创Mistral投资约10亿欧元，助其打造与美国科技巨头抗衡的主流AI。此轮融资后Mistral估值将达约200亿欧元。三星此前已通过风投部门投资，反映了当前行业重大趋势。
Anthropic推出“Claude for Teachers”项目，向美国K-12在职教师免费提供Claude高级AI工具。教师经验证即可使用，配套由学习共享中心合作开发的定制教学技能库，覆盖全美50州学术标准，通过智能分析助力优化教学方案、提升课堂效果。
美团内部限制字节旗下“豆包”大模型使用，要求业务团队自查调用情况，如需保留须提交必要性说明及迁移规划。此举显示美团正加速向自研AI方案倾斜，调整基础设施选择。
Alibaba
-
输入tokens/百万
输出tokens/百万
上下文长度
Bytedance
Baidu
Tencent
$2
Anthropic
$105
$525
200
Chatglm
128
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