在人工智能基础设施军备竞赛中，SpaceXAI最新财报显示，其二季度资本支出飙升至183.7亿美元，其中AI专项投入高达158.3亿美元，已接近微软同期总资本开支的四成，正与亚马逊、Alphabet、Meta等巨头竞相加码，引发市场高度审视。
谷歌与Mechanize洽谈逾15亿美元交易，以非独家许可获取AI编程技术，并引入核心人才负责模型评估开发。AI编程成最盈利场景，科技巨头激烈竞逐。Mechanize去年成立，CEO是Tamay Besiroglu。
支付巨头Visa宣布以24亿美元现金收购以色列AI防诈公司BioCatch，整合其行为分析与设备情报技术，提升对账户盗用、欺诈、人头账户及虚假开户等风险检测能力。交易待监管批准，预计2027年3月底前完成交割。BioCatch成立于2011年，专注AI防欺诈。
大模型赛道再迎资本强音。西湖心辰8月完成数亿元B+轮融资，由广发信德领投，西湖创新投、武汉江豚基金、容亿投资、南通投管等跟投，并获猎聘战投、58产业基金等产业资本加持，老股东蚂蚁集团继续加码。
Xai
$1.4
输入tokens/百万
$3.5
输出tokens/百万
2k
上下文长度
Anthropic
$105
$525
200
Google
$0.7
$2.8
1k
$7
$35
$2.1
$17.5
$21
Alibaba
-
$6
$24
256
Baidu
128
Bytedance
$1.2
$3.6
4
$2
$3.9
$15.2
64
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